Convert PDF Bank Statement to Xero

To import a PDF bank statement into Xero: convert the PDF to CSV using Bank Statement Converter (free), then go to Accounting → Bank Accounts → select your account → Import a Statement → upload the CSV. Xero maps the columns automatically and adds transactions to your reconciliation feed.

Key Benefits

• Convert any bank PDF to Xero-compatible CSV in under 20 seconds
• Import via Accounting → Bank Accounts → Import a Statement
• Works with Chase, HSBC, Barclays, Commonwealth Bank, and all other banks
• Xero auto-matches imported transactions with bank rules
• Free, no signup required

How It Works

1. Step 1: Upload your bank statement PDF to Bank Statement Converter
2. Step 2: Select CSV output and download
3. Step 3: In Xero, go to Accounting → Bank Accounts → select account
4. Step 4: Click 'Import a Statement', upload the CSV, and map columns if prompted

Frequently Asked Questions

What CSV format does Xero require for bank import?

Xero expects CSV with Date, Description/Payee, and Amount columns. Bank Statement Converter outputs Date, Description, Debit, Credit columns — Xero's import wizard lets you map these during import.

Can I import OFX into Xero instead of CSV?

Yes. Xero also accepts OFX/QBO format. Select OFX output in Bank Statement Converter for an alternative to CSV that includes transaction IDs.

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