Import bank transactions into Xero

Import transaction data from your bank and other financial institutions so you can easily monitor your finances.

Many banks from multiple countries connect directly to Xero.

Xero no longer provides automated bank feeds for Republic of Ireland banksChanges to Irish bank feeds

Import bank transactions

Manually import transactions or connect bank feeds.

Automatic bank feeds

Transactions flow directly into Xero each business day.

Stay on top of business

Keep track of money coming in and going out.

Keep your data secure

Transactions are imported via a secure process.

Import bank transactions

For Irish banks, you can manually import transaction data into Xero.

  • Included
    Export statements from your online banking, in either OFX, QIF, or CSV format, then import them as statement lines into Xero
  • Included
    Import transactions from any number of bank accounts
A bar chart on the Xero dashboard shows the total cash coming in and going out, and the difference, in recent months.

Automatic bank feeds

Connect bank feeds for selected banks and financial institutions outside of the Republic of Ireland, so transactions flow directly into Xero each business day.

  • Included
    Set up feeds from multiple banks
  • Included
    Import up to 12 months of historical data when you connect
The Xero login screen displays alongside a padlock to indicate that Xero data is well protected from unauthorised access.

Stay on top of business

With bank transactions in Xero, you can easily reconcile transactions so the accounts provide an accurate up-to-date picture of your business finances.

  • Included
    View a summary of the money coming in and going out on the dashboard
  • Included
    Categorise transactions often so a backlog doesn’t pile up
Ticks against several listed transactions show they’re ready to be reconciled when the ‘Reconcile all’ button is clicked.

Keep your data secure

Your bank transactions are securely imported into Xero, whether it’s via a manual file upload or through a bank feed, which is a secure connection between Xero and the bank.

  • Included
    Bank feeds are automatic and reliable
  • Included
    All data sent from the bank to Xero is encrypted, so only Xero can open it
  • Included
    Only people you give access to can see your bank transactions in Xero
The Xero login screen displays alongside a padlock to indicate that Xero data is well protected from unauthorised access.

More about bank connections

To get transaction data from Irish banks into Xero, you will need to manually import bank statements in OFX, QIF, or CSV format.

See how to manually import bank statements

Due to Brexit, Xero no longer provides automated bank feeds for Irish banks. However, if you’re a customer of a bank or financial institution outside of the Republic of Ireland, you can connect to an available bank feed.

See which banks connect to Xero

Connect selected banks to automatically import transactions. You need to be registered for online banking to make the connection between your bank accounts and Xero. Once connected, your transactions start importing daily.

See how to connect a bank feed

Set up a direct feed from Stripe, Wise or PayPal to automatically import your most recent transactions into Xero.

Find out more about bank accounts and feeds

With bank transactions in Xero, you can easily reconcile transactions so you know where your business stands. Categorise each transaction in Xero or simply confirm what Xero suggests.

More about bank reconciliation in Xero

Start using Xero for free

Access all Xero features for 30 days, then decide which plan best suits your business.

  • Included
    Safe and secure
  • Included
    Cancel any time
  • Included
    24/7 online support

Or compare plans from $20 per month

Xero became a really critical tool for us as we took on more staff.

Kate uses Xero to run her business

Kate from Lune uses Xero to run her business

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