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23 Jun 2019 13:27:00 UTC
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How to import a CSV file with transactions into Xero
Use ProperSoft Bank2CSV at https://www.propersoft.net/products/bank2csv to make a CSV file compatible with Xero (xero.com) and import it easily.
Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft
The tutorial shows how to import a CSV file, map the columns, review transactions, assign vendors and expense accounts.
Import created CSV file into Xero Online accounting system:
- From this step, you must have already created a CSV file. You can download it from your Online Banking or you can create with ProperSoft converter, for example, PDF2CSV or Bank2CSV converters. And when you convert to CSV, select Xero, as a 'CSV Target' for your CSV file. So the file will be properly formatted for Xero. If your CSV file downloaded from your Online Banking, maybe you would need to map it.
...
https://www.youtube.com/watch?v=bigz1E1PLx8
Please subscribe: https://www.youtube.com/subscription_center?add_user=propersoft
The tutorial shows how to import a CSV file, map the columns, review transactions, assign vendors and expense accounts.
Import created CSV file into Xero Online accounting system:
- From this step, you must have already created a CSV file. You can download it from your Online Banking or you can create with ProperSoft converter, for example, PDF2CSV or Bank2CSV converters. And when you convert to CSV, select Xero, as a 'CSV Target' for your CSV file. So the file will be properly formatted for Xero. If your CSV file downloaded from your Online Banking, maybe you would need to map it.
...
https://www.youtube.com/watch?v=bigz1E1PLx8
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