Integrate Upwork Transactions with Xero

I run my freelance business through Xero and used to manually type in every Upwork payment. The converter takes my transaction history CSV and creates bank statement lines with 'Upwork' as the payee, so my Xero bank rules auto-categorize everything. Service fee tracking as a separate expense finally makes my books accurate.

My UK-based freelancer clients all use Xero with DD/MM/YYYY dates, and Upwork exports in a completely different format. The region-specific date conversion eliminates import errors, and the transaction filtering lets me pull just income or fees depending on what each client needs for reconciliation.

Upwork service fees are deductible business expenses but I never tracked them properly in Xero. The converter imports everything with reference IDs so I can match each transaction back to the original Upwork record. My tax return now accurately reflects platform fee deductions.

With multiple Upwork contracts paying at different intervals, my Xero bank reconciliation was always a mess. I bulk-process each month's transactions through the converter and import them directly. The payee standardization means one bank rule handles all Upwork income automatically.

I manage Xero for several Upwork freelancers across the US and UK. The date format toggle between MM/DD/YYYY and DD/MM/YYYY saves me from manually reformatting every export. Transaction IDs in the Reference field make audit trails clean and every import reconciles without discrepancies.