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 going to 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 and map automatically. So it's easier to map it when you import it 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 go ahead and review the transactions before importing them into the Xero account. Make sure that you are converting a correct 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 is 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 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 it with ProperSoft converter, for example, Bank2CSV converter. See this tutorial as a video at Import created CSV file into Xero Online accounting systemįrom this step, you must have already created a CSV file. To convert to CSV, click on the CSV tab and set the CSV target as Xero. Your original file could be in PDF, Excel/CSV, QIF, OFX, QFX, QBO, or MT940 format, and the converter will make it into an importable CSV file. Xero expects a certain CSV layout, and you can use the ProperConvert app to convert your transaction file into an importable by Xero CSV file. This tutorial shows how to import a CSV file into Xero. How to import a CSV file with transactions into Xero
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