Convert a Bank of America statement to Xero
Xero won't read a PDF, and Bank of America won't export straight to Xero. Convert your Bank of America statement into a clean, categorized CSV, then import it into Xero in a couple of clicks.
Why Bank of America statements don't import into Xero directly
Xero imports bank data from CSV, not PDF, so a Bank of America statement has to be converted first. BofA lists each section separately with its own subtotal; the converter merges them back into one date-ordered ledger. You get one clean, Xero-ready ledger instead of fighting merged cells and split columns.
How to import a Bank of America statement into Xero
- 1. Convert the statement. Upload your Bank of America statement PDF and download the categorized CSV.
- 2. Go to the bank account. In Xero: Accounting → Bank accounts → your account → Manage → Import a Statement.
- 3. Map & import. Match Date, Amount, and Description to the CSV columns and import.
Frequently asked questions
- Can I import a Bank of America PDF into Xero directly?
- No. Xero imports CSV, not PDF. Convert your Bank of America statement to CSV first, then import it.
- Is my Bank of America statement stored anywhere?
- No. Your PDF is processed in memory to extract the transactions and is never stored.
- What CSV format does Xero need?
- Xero needs a Date column, an Amount column (signed), and a Description or Payee column. The converter outputs exactly these.
Export Bank of America to another tool
Convert another bank to Xero
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Not affiliated with Bank of America or Xero. Your statement is processed in memory to extract transactions and is never stored.