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Import bank statement CSV files into Xero

Accounter does not connect to Xero. It turns a bank statement PDF into reviewed transaction rows and gives you a CSV file (it opens in Excel) that you import into a Xero bank account using Xero’s own statement import.

What you get

Bank statement PDFs, including scanned statements, turned into transaction rows you can review

Choose, reorder and rename the CSV columns before you download

Pick the date format your import expects, such as DD/MM/YYYY or YYYY-MM-DD

One signed Amount column, or separate Debit and Credit columns

Receipt extractor results (supplier, date, VAT and totals) as a CSV download

Nothing is sent to your accounting software: you choose what to import

How to import into Xero

1
Upload your bank statement PDF to the Accounter bank statement converter.
2
Review the extracted transactions against the statement and correct anything that needs it.
3
In the export settings, choose the columns and date format you want, then download the CSV.
4
In Xero, open the bank account and import the CSV as a bank statement, mapping each column when Xero asks.

Frequently Asked Questions

Does Accounter connect or sync with Xero?

No. Accounter has no Xero connection, app or sync, and never sends data to Xero. You download a CSV file from Accounter and import it into Xero yourself.

Which file does Xero get?

A CSV file with one row per transaction: date, description, amount (or debit and credit) and balance. Xero lets you map CSV columns when you import a bank statement. Xero sets the import rules, so check Xero’s help for the current steps.

Is the download an Excel file?

It is a CSV file. CSV opens directly in Excel and Google Sheets, so you can check or tidy it there before importing. Accounter does not produce a native .xlsx workbook.

Get a CSV ready for Xero

Upload a bank statement PDF, review the transactions and download the CSV.

Convert a bank statement Ask a question

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