Quick fixes 25- Explaining the updated version for bank transactions import on Xero

1. Go to Bank Account – Click Manage Account > Import Statement.
2. Download Xero CSV Template – Fill in transaction details manually or use an existing file in the correct format. Upload the CSV File – Select your file and click Next.
3. Match Import Fields – Ensure columns like Date, Amount, Description, and Reference are correctly mapped.
4. If needed, check “Don’t import first column” to skip headers.
5. Choose the correct date format (e.g., DD/MM/YYYY or MM/DD/YYYY).
6. Review & Complete Import – Check transactions and click Finish Import.

I hope you found this tutorial helpful! You can watch a video tutorial below.

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