How to Import CSV Bank Statement Files into Xero?
Xero is responsive to customers’ expectations around access to their important data, so it works with your banking partners to build accurate, consistent, quality-feeds for all bank account products in an easily automated fashion. As you already know Xero offers their customers the direct bank feeds from any bank with a simple on-go process to integrate with banks globally as well as a user can download and import a CSV statement into the matching bank account. To this end, Xero Support is presenting you some essential guidelines you should consider.
Download a CSV bank statement (if haven’t already) or you can choose to create one using Xero’s templates.
If you have multiple bank accounts, then download files for each account separately.
To prepare a data file, use heading, include necessary and recommended columns and also delete the rows or fields that do not contain data.
After this, save your file with .csv extension and continue.
In the Accounts menu, select Bank Accounts; here, find the bank account you want to import.
Click Manage Account, choose Import a Statement, and then click browse.
In the Browse section, click import, and then save it.
If you need to import rules to set up a CSV file in order to assign columns to filed, you will need to assign each column with field.
After you do this, Xero will prompt you to assign the file that may contain extra columns or different column headings.
You can choose a date, if your file contains a date, then choose a format and confirm it.
Once you do this, Xero automatically applies the chosen format to the entire statement and import it.
Also, Multi-currency Features of XERO Accounting Software is needs a light of your attention.
If you happen to see very similar guidelines on other websites, don’t be surprised. We are flattered that they have copied our content verbatim. However, if you need further assistance regarding this or other matters, you can contact Xero Customer Support Number @61-283173394. We have a team of experts who provide minor to major all types of solutions. All you required to do is just ring a bell and your queries will be answered instantly.
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Steps of importing Bank Statement into XERO
