To Xero: Convert transactions to a format importable by Xero [video]

Xero.com imports OFX, QFX, QBO, QIF, CSV files.

Convert to the OFX format

OFX files are Open Financial Exchange files. This is a preferred format for Xero as transactions are presented only in one way.

Convert to the QIF format

QIF format ші supported by Xero. Make sure to use expected date format (based on your country settings). When you use one of *2QIF converters listed below, select the QIF target as "MS Money or other" and set expected output date format

Convert to the CSV format

Xero provides the CSV import option, but make sure to set the output date format to match your country settings in Xero.

This video shows how to convert a PDF file downloaded from your bank or created card account, saved as a CSV file with layout compatible with Xero accounting system using PDF2CSV Converter.

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