How to import an OFX file into Xero - ProperSoft

How to import an OFX file into Xero

Import created OFX file into Xero for Windows

See below steps for the Windows version, followed by the Mac version.

Click on 'Manage Account' and look for the link 'Import a Statement'. In your accounting software, look for "Upload a bank file" or similar links to upload created OFX file.

Bank2OFX Windows Step 9: import a bank statement in Xero

Click the 'Browse' button and select an OFX file.

Bank2OFX Windows Step 10: click Browse in Xero

Then click the 'Import' button.

Bank2OFX Windows Step 11: click Import in Xero

Once the transactions are imported, you can review, categorize them under the account.

Bank2OFX Windows Step 12: transactions are imported in Xero

Import created OFX file into Xero for macOS

Click on 'Manage Account' and look for the link 'Import a Statement'. In your accounting software, look for "Upload a bank file" or similar links to upload created OFX file.

Bank2OFX Mac Step 8: import a statement in Xero

Click the 'Browse' button and select an OFX file.

Bank2OFX Mac Step 9: click browse in Xero

Then click the 'Import' button.

Bank2OFX Mac Step 10: click import in Xero

Once the transactions are imported, you can review, categorize them under the account.

Bank2OFX Mac Step 11: transactions imported in Xero

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