Xero Resources

Import CSV Bank Statement

Bank feeds in Xero accounting software make managing your small business even easier. Of course, there may be times when you need to manually input information, such as before a bank feed has been set up. In your internet banking, you are given the option to export transaction history for your accounts. Depending on your bank, you may be able to export to CSV, OFX or a QIF file. This video tutorial shows you how to manually import a CSV bank statement, and the most common mistakes made in a CSV file that prevent a file from importing into the Xero accounting system.