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How-to guide

How to import bank statements into Xero

Updated June 27, 2026 · 5 min read

Xero imports bank transactions from a structured file, not a PDF. The two most reliable routes are a Xero-formatted CSV and an OFX file. Here's how to use each.

What Xero accepts

For manual bank statement imports, Xero takes CSV and OFX/QIF files. CSV is the most flexible (you map columns on import); OFX carries the structure already and needs no mapping.

Option 1: Xero-formatted CSV

Export your statement to a CSV with Date, Amount, Payee/Description (and optionally a running balance). In Xero, open the bank account → Manage Account → Import a Statement, upload the CSV, and map the columns. Review the lines before confirming.

Option 2: OFX import

If you have an OFX file (or convert your statement to OFX), Xero reads the transactions directly with no column mapping — handy when a CSV's columns are ambiguous.

Reconcile after import

Once imported, Xero shows the statement lines for reconciliation against bills and invoices. Importing clean, reviewed data up front makes reconciliation far quicker.

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Does Xero accept PDF statements?

No — Xero imports CSV, OFX, or QIF. Convert the PDF to one of those first.

CSV or OFX for Xero?

OFX needs no column mapping and is great when it's available; CSV is more flexible and universally supported. Either works.

Related

Convert a bank statement to Xero CSVOFX → CSV converterOFX vs QFX vs QBO explained