How do I import a bank statement into Xero?

Export your converted statement as OFX, then in Xero open the bank account → Manage Account → Import a Statement and upload the .ofx file.

Xero imports bank statements via OFX (and most other accounting tools read OFX too). Convert your PDF in StatementFlow, then choose Export → Xero to get a .ofx file.

In Xero: open the relevant bank account → Manage Account → Import a Statement, upload the .ofx, and confirm the import. Xero matches the transactions for reconciliation.

Using QuickBooks instead? Grab the .qbo export. Want a plain spreadsheet for a different tool? Use CSV.

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How do I import a bank statement into Xero?

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