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Xero imports

Xero imports statements as CSV, OFX and a few other formats, but a PDF won't go in, and a badly laid-out CSV fails without a clear reason. This category covers Xero's statement import, PDF statements, the CSV columns Xero expects, and when an OFX file is worth making. Start with Import Bank Statement into Xero: Step by Step, then read the post for the file you have.

  1. Xero Bank Statement Import CSV: The Columns Xero Wants

    Build a Xero bank statement import CSV that works: required columns, date format, signed amounts, payee and reference, with a sample file you can copy.

    Published October 16, 2026XeroCSVcolumns

  2. PDF to OFX: Turning a Bank Statement into an OFX File

    PDF to OFX conversion explained: what an OFX file holds, when Xero or other software wants OFX rather than CSV, and how to check the converted statement.

    Published October 16, 2026OFXPDF statementsXero

  3. Import PDF Bank Statement into Xero Without Retyping

    How to import a PDF bank statement into Xero: Xero won't read PDFs, so convert the statement to a Xero-ready CSV, upload it and confirm the closing balance.

    Published October 16, 2026XeroPDF statementsCSV

  4. Import Bank Statement into Xero: Step by Step

    Import a bank statement into Xero step by step: choose CSV or OFX, upload it to the right bank account and check what Xero brought in against the statement.

    Published October 16, 2026Xerostatement importCSV

  5. CSV to OFX: When Xero Needs It and When It Doesn't

    Do you need to convert CSV to OFX? Xero imports CSV directly, so learn when an OFX file still helps, how to convert one and which fields to fill in.

    Published October 16, 2026OFXCSVXero