How to Upload a Bank Statement in Xero

Quick summary

Uploading a bank statement in Xero lets you manually import transaction data into a bank account for reconciliation. The process takes just a few steps — from selecting your file to completing the import directly from the Xero dashboard.

Steps

1. On the Xero dashboard, locate the bank account you want to update and click its Import a Bank Statement button.
2. Click Select File and choose the bank statement document from your local storage.
3. Click Next to proceed to the column mapping screen.
4. Match the column headings in your file to their corresponding Xero fields, then click Next.
5. Review the imported details, then click Complete Import to finalise.
6. The bank statement is now successfully imported into your selected Xero bank account.