![]() ![]() ![]() Click 'Next' and you can see Dates, Amounts, you can see how they will be in Xero. That is very convenient when you would like to store additional details about transactions.Ĭreate 'Reference', select 'Check Number' and now you can review transactions if you like. QuickBooks doesn't have this, but Xero has this additional column. And if there's additional information on your OFX file or a PDF file, then it would go to the 'Reference' column and then you can map it as well. But they would be on your CSV file if you convert with ProperSoft converter and the file, which you convert, has checks and check numbers, then the column gonna be filled. Only two columns 'Reference' and 'Check number' are not automatically mapped. So, in this case, Date automatically mapped to transaction 'Date', Amount automatically mapped to transaction 'Amount', Payee to 'Payee', and Description to 'Description'. And another thing it will name the columns that Xero can understand automatically map. So it's easier than to map it when you import into Xero. So when you create a CSV file with ProperSoft converter and you select the option 'CSV Target' as Xero, it will add the header column names to the CSV file. Names, like 'Date', 'Amount', 'Payee', 'Description', 'Reference', 'Check number' are from the CSV file. You can review the transactions before importing them into the Xero account. Make sure that you are converting correctly a CSV file. Map your CSV file to Xero transaction fields. In your accounting software, look for "Upload a bank file" or similar links to upload the created CSV file.Ĭlick the 'Browse' button and select a CSV file. Look for the 'Manually import a statement' or click on 'Manage Account' and look for the link 'Import a Statement'. So, for example, you have a Checking account. ![]() Now you have to select a Bank account or Credit Card account to import transactions into. So first, click on 'Accounting' and then click on 'Bank accounts'. If your CSV file downloaded from your Online Banking, maybe you would need to map it. So the file will be properly formatted for Xero. IMPORTANT : Bank2CSV is now replaced with the Transactions app, which converts from more formats and converts to more formats.Īnd when you convert to CSV, select Xero, as a 'CSV Target' for your CSV file. You can download it from your Online Banking or you can create with ProperSoft converter, for example, Bank2CSV converter. Import created CSV file into Xero Online accounting systemįrom this step, you must have already created a CSV file. Solution home Transactions app More Accounting Software How to import a CSV file with transactions into Xero ![]()
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