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Import a PDF bank statement into Xero

Xero’s manual statement import accepts OFX, QIF and CSV, but not PDF. Convert your statement here, then import it into the bank account in Xero.

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Step by step: PDF statement → Xero

  1. Convert your PDF above and make sure every row reconciles (✓).
  2. Download OFX or QIF (Pro), or CSV (free).
  3. In Xero, open Accounting → Bank accounts, find the account, then choose Manage account → Import a statement.
  4. Upload the file. For CSV, map Date, Amount and Description (Payee) when Xero asks.
  5. Reconcile the imported lines as usual.

Tips

Frequently asked questions

Which format is best for Xero? +

OFX is the most reliable because it needs no column mapping. CSV works too and is available on the free plan.

Is my bank statement uploaded anywhere? +

No. The PDF is opened and converted by JavaScript running in your own browser tab. Nothing about the file (not the PDF, its text or the transactions) is sent to any server. You can verify this by turning off your internet after the page loads; conversion still works.

Which statements work? +

Digital (text-based) PDF statements downloaded from online banking, from banks and card issuers in the US, UK, India, Canada, Australia and elsewhere. Scanned paper statements and photos are images with no text layer, and are not supported yet.

How do I know the conversion is correct? +

When your statement has a running balance column, StatementSheet checks every row: previous balance + amount must equal the printed balance. Rows that don’t reconcile are highlighted so you can fix them before downloading, and amounts whose sign is contradicted by the balance are corrected automatically.