Bank statement guide
Prepare Bank Statement CSV for Xero
Prepare extracted bank statement CSV files for Xero import review by checking dates, descriptions, debit and credit columns, and balances.
Last reviewed: 2026-05-13
Open the converterReview the extracted CSV first
Before using a CSV with Xero, compare transaction dates, descriptions, money in, money out, and balances with the original statement PDF.
Map the required columns
Keep clear columns for date, description, debit, credit, and balance. Remove duplicate headers and blank rows before import prep.
Use bank-specific pages
Start from the relevant South African bank page so statement format notes and review guidance match the source PDF.
Related bank statement pages
Frequently asked questions
Does Accounter import directly into Xero?+
This guide describes CSV import preparation and review, not a direct Xero integration.
What should I check before Xero import prep?+
Check date format, debit and credit signs, duplicate rows, and opening or closing balances.