Import an OFX bank statement file into Xero
Download an OFX bank statement file from an online banking account, then import it into the matching bank account in Xero. Choose OFX format if your online banking offers it, before QIF or CSV format.
Download a monthly file from online banking and save it
Download a monthly OFX file containing the bank transactions you want to import into the matching bank account in Xero. If you have multiple bank accounts, download a monthly file for each account separately.
You'll need to split up the file if it contains more than 1,000 bank transactions.
Save your file with .ofx as the file extension. For example, you might name your file Jan13bankstatement.ofx.
Import your file into Xero
- Go to Accounts, then Bank Accounts.
- Find the bank account you want to import your file into. Click Manage Account, then click Import a Statement.
- Click Browse and select your saved file.
- Click Import.