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Import an OFX bank statement file into Xero

Download the file from online banking and save it

Download an 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 file for each account separately.

You'll need to split up the file if it contains more than 1,000 bank transactions.

Xero recognises duplicate transactions already imported in other OFX files, and excludes them during import.

Save your file with .ofx as the file extension. For example, you might name your file Jan13bankstatement.ofx.

Import your file into Xero

  1. Go to Accounts, then Bank Accounts.
  2. Find the bank account you want to import your file into. Click Manage Account, then clickImport a Statement.
  3. Click Browse and select your saved file.
  4. Click Import.
  5. Click Save.

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