Xero integration
PDF bank statements → Xero
Convert PDF statements to Xero CSV or OFX and import with Manage Account › Import a Statement. Pre-mapped columns and reconciled balances.
Convert a statement free 20 free pages / month · no card
Last updated
Quick answer
Convert the PDF, download Xero CSV or OFX, then in Xero open the bank account and choose Manage Account › Import a Statement. Xero CSV columns are already named the way Xero expects.
Step by step
- Convert the statement and export Xero CSV (or OFX).
- In Xero go to Accounting › Bank accounts.
- Open the account and choose Manage Account › Import a Statement.
- Upload the file and confirm the column mapping.
- Reconcile the imported lines as usual.
Regional dates
Xero reads CSV dates using your organisation's regional settings. Export day-first dates for UK, AU and NZ organisations and US dates for US organisations.
Frequently asked questions
Can I import credit card statements into Xero?
Yes, import them into a credit card account in Xero. Purchases arrive as spent money and payments as received money.
At a glance
- Export formats
- Xero CSV, OFX, QIF
- Where to import
- Accounting › Bank accounts › Manage account › Import a statement
Convert your first statement in under a minute
20 free pages every month. No credit card. Every export format included.