How to import an OFX file into Xero

Use the Transactions app to convert your transaction files to required by your accounting software file format.

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

Then click the 'Import' button. 

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

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.

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

Then click the 'Import' button. 

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