LoginGet Started
Exports

Export to Xero

Download a Xero bank statement CSV and import it into Xero's bank statement import. Available on Pro and above.

Available on Pro and above.

  1. In the batch, choose the account and export it in the Xero format.
  2. In Xero, open the bank account and choose Manage account → Import a statement.
  3. Upload the file, check the preview, and complete the import.
  4. Reconcile the imported lines in Xero as usual.

Dates are written as YYYY/MM/DD, which Xero reads without mixing up the day and month. We've tested the import with a US Xero organisation.

Full walkthrough: how to import a bank statement into Xero.