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How to Upload a Bank Statement in Xero
It is very easy to upload a bank statement in Xero. Here’s a quick tutorial on how to do it in simple steps:
On Xero's main dashboard, find the bank account where you wish to upload the bank statement and then click its corresponding 'Import a Bank Statement' button.
After that, click 'Select File' and pick the document from your local storage.
Subsequently, click 'Next' to proceed.
Match the column headings to their corresponding Xero fields. Once done, click 'Next'.
Review the details, then click 'Complete Import'.
After completing these steps, the bank statement will be imported to the selected bank account.
