How-To Guide
2 min read

How to Import Bank Statement to Xero (2026 Guide)

After converting your data with our tool, follow these steps to import the bank statement into Xero.

Import Steps

1

Import to Xero

Accounting → Bank Accounts → Select Account → Import Statement

Required Xero Fields

Field Type Description Example
Date Date Transaction date (DD/MM/YYYY or MM/DD/YYYY) 14/01/2026
Amount Currency Amount (positive=received, negative=paid) 97.25

Xero requires these fields for successful import.

Tip Make sure your converted file is saved and ready before starting the import. You can preview the converted data in the tool before downloading.

Need to convert your file first?

Open Converter

Frequently Asked Questions

Xero accepts CSV files for importing bank statement. Our converter ensures the file is formatted correctly for Xero.
Check the error message from the platform. Common issues include date format mismatches, missing required fields, or duplicate entries. Our converter handles most formatting issues automatically.