Import an OFX file into Xero - ProperSoft

Import an OFX file into Xero

Xero is Online accounting system and it can import OFX files

This tutorial shows how to import an OFX file into Xero. To import an OFX file, login into Xero. Click on 'Accounting' - 'Bank accounts'.

IMPORTOFXXERO Step 1: Accounting Xero

Then look for the account you want to import your transactions into and click 'Manage Account' - 'Import a statement'.

IMPORTOFXXERO Step 2: Manage Account Xero

Click the 'Browse' button.

IMPORTOFXXERO Step 3: Browse Xero

And select an OFX file. You can download it from Online banking or if you have different formats, provided by your Bank, let's say PDF format or QIF format, you can use Bank2OFX converter from ProperSoft and convert that file to the OFX format first and then import into Xero.

IMPORTOFXXERO Step 4: select an OFX file Xero

Then click 'Import'.

IMPORTOFXXERO Step 5: import Xero

And now your transactions are imported. You have to match them to Vendor records or Payee inside your system. And you have to select expense/income accounts.

IMPORTOFXXERO Step 6: choose account Xero

And then you click 'Add details' to actually add transactions to the register.

IMPORTOFXXERO Step 7: Add details Xero

Let's say you realized, that it is incorrect imported OFX file or something wrong with a file, or you don't want those transactions to be here. So, click on 'Bank statements'.

IMPORTOFXXERO Step 8: Bank statements Xero

Then select all the accounts.

IMPORTOFXXERO Step 9: select all accounts Xero

And click 'Delete'.

IMPORTOFXXERO Step 10: delete all accounts Xero

So, this way you delete all those transactions you just imported.

IMPORTOFXXERO Step 11: deleted transactions Xero

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