sblive Xero Guide

To import a bank statement, you need to go through Dashboard, Bank account, click on Manage Account and select “Import a Statement”.

• Enter the information from the bank statement into the attached Xero CSV template. • You can import a maximum of 1000 bank statement lines at a time, as this is the maximum you can import in one file. • Leave any blank columns and do not change or add headings. Required columns are marked with an asterisk (*) in the template.

1. Date – Enter the date of the transaction. Use the format DD/MM/YYYY. 2. Amount – Enter the amount. For money spent use a minus sign. 3. Payee, Description, Reference and Cheque Number columns are optional. More details you enter, the easier it will be to match the transaction with the invoice.

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