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How To Import Bank Statements Into Xero
Xero accepts CSV bank statement imports. Convert your PDF statement to a clean CSV with date, amount, and payee columns, then upload through Xero's statement import workflow.
Last updated: 3 min read
Xero Bank Statement Import Overview
Xero accepts CSV files for manual bank statement imports. Convert your PDF statement to a clean CSV with Date, Amount, and Payee columns before uploading.
Step-by-Step Import Process
- Convert PDF bank statement to CSV
- In Xero, go to Bank Accounts → Manage Account → Import a Statement
- Upload CSV file
- Map columns to Xero fields
- Review and confirm imported transactions
Frequently Asked Questions
What CSV format does Xero require?
Xero expects columns for date, amount, and payee/description. Three-column CSV layouts work for most bank statement imports.
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