Edit CSV bank statement file import rules

Edit the import rules you set up when you previously imported a CSV bank statement file into this bank account. Import rules include how you assigned CSV columns to Xero fields, and the date format you chose. Xero applies the most recent import rules to CSV bank statement file imports from now on.

  1. Go to Accounts, then Bank Accounts.
  2. Find the bank account that you want to edit the CSV bank statement import rules for. Click Manage Account, then click Edit Account Details.
  3. Click Statement Import Options.

    Change import options

  4. Set up CSV file import rules
  5. Click Save.