Xero Training - How to import CSV file bank statement in Xero (2019)

[@NutsAccounting]

Have you import CSV file in Xero before? What is the next Xero Accounting tutorial you would like to learn? Comment below and let me know!😀

[@scarlettnguyen9627]

very useful and easy to understand

[@dhanaseelanvellayudham7522]

Really helpful to new learners, thank you mam

[@purpleheart280]

Not yet, still learning

[@dangnguyen731]

1

[@purpleheart280]

Well explained and more understandable than any other webinars I've watched

[@NutsAccounting]

Hi Marivel, thanks! Glad to hear that you get value from it!

[@kriscrev]

I reference this tutorial annually. It is the most understandable and clear organized Xero training I have found. What a lifesaver this has been. Thank you so much! You are a very great teacher!

[@andreahandfuss4547]

Hello. Thank you for posting this in-depth and concise training of the csv file. My friend was having trouble with the csv file and you are the only one who explained about the column formatting, ie. the date a certain way, no commas in the amount. Once I changed those two columns to conform, the csv file imported correctly. I had watched several other youtubers about the csv file and not one of them mentioned about the formatting. So glad I found yours!

[@suzannealgie9579]

Great tutorial - I did my first bank rec in xero and I am over the moon! Thanks for the step by step instruction - just what I needed

[@NutsAccounting]

Yay!! High 5!! 🤚

[@ogijun5070]

been struggling with this since 8am, Thank youuuu

[@stephkaracreates]

Thanks for this - you're a great teacher I'm still not sure exactly sure of one little step - how to import my statement to the CSV file from the Bank PDF - but I'll have a go.

[@trijunarsa97]

So eazy to understand it cause im not to familiar with english. Thank you

[@priyadharshana2846]

I LOVE YOU! I WANT TO TREAT YOU CUPCAKE! Thank you for this video. More helpful than Xero customer care

[@ALaModeSpa]

do you have a video of how to enter the monthly statement balances. I can import the CSV fine, but where do I put opening and closing statement balances?

[@michelletaylor6091]

Great video! Very helpful! Keep up the great work :)

[@NutsAccounting]

Thank you for your support, Michelle! ❤️

[@opuwarilawson7039]

Yes

[@MrVincenzogallizzi]

Hi Nuts, I enjoyed watching your tutorial. I followed step by step your tips, but in the end, I realised the balance needed to be corrected. My Xero is connected to my bank account, and I reconcile transactions daily. My question is: do I need to upload CSV file in any case? many thanks

[@tanakritvisavavetmethee138]

You are smart and beautiful at the same time. Thx for the great tutorial.

[@ayensajessica7881]

Hi, thank you for this, may I ask if there is a way to import Spend and Receive money transaction as well, to reconcile the bank statement? not the Bank Statement itself, what i mean is to clear or reconcile bank statement, without using any tool? thank you

[@margaret7384]

Excellent video, thank you

[@NutsAccounting]

You're welcome, Margaret! Hope the video helps you!

[@heyitssherry5932]

Is there a way to bulk import purchase orders to Xero as well?

[@shehzadiali4508]

HOW TO ADD CARD CARD IN XERO ACCOUNTING SOFTWARE

[@agalioukostantina]

Hello, do you do online courses, please? This didnt work for me :(

[@handayani6611]

Thanks, its very helpful, GBU

[@NutsAccounting]

Glad that our videos helped you! Do you face any problem in using Xero? How can we help you in it?

[@opuwarilawson7039]

Like to take tutorial on csv manual import to Xero and trial balance reconciliation

[@vikeshparmar8429]

This video is tooo helpfull for me so thank you soo much 😊 Bt one doubt is tha i don't know your name so may you tell me🤔

[@NutsAccounting]

You're welcome, Vikesh! My name is Sharon. 😃

[@siscaadeline8311]

I already downloaded the CSV template from XERO and filled it according to the instructions, but it still got an error when I import the bank statement

[@arielflorada3799]

Much Appreciated

[@purpleheart280]

Hi, Ms. Sharon! Could you teach how to handle reconciling items pertaining to prior years, say outstanding checks, unbooked transactions, deposit in transit etc. if the Xero user has set a locked date. I understand one can not reconcile/create any transactions dated before the lock date.

[@NutsAccounting]

Hi Marivel! Your question will be answered in tomorrow's live Q&A session: kzbin.info/www/bejne/l3fIfoZ7gZmggqc

[@arthurooi3546]

Thanks for the tutorial. I just imported the bank statement CSV file to Xero. But it's showing out some of the transaction can be reconciled (OK), and majority of the transactions can't be reconciled. So may I know what should I do, just to create it ?...🙏🙏

[@NutsAccounting]

Hi Arthur! 👏 Well done! Once you have imported your bank statement into Xero, you will need to do bank reconciliation. Follow along the bank reconciliation tutorial here: kzbin.info/www/bejne/al6UpaydadWEkNk 😃 Keep me updated of your progress!

[@bennychiah1262]

Hi my bank csv file got 2 date, value date and just date, which one should i choose ? Thanks

[@cEA5EFIRe]

I want to ask if its necessary to be a registered accountant for xero to do freelance?

[@nottjunke9437]

The video does not deal with VAT, payments relating to sales and purchase ledgers.

[@lucksouk3172]

Could you please show me how to delete import bank statement I did but still show the line the xero

[@NutsAccounting]

Hi Luck Souk! If you need to delete bank statement, you may do so at the bank statements tab. Just click on the checkboxes to select the transactions that you would like to delete and hit the delete button. :)

[@johannahalim17]

Hi everyone. I just wanna ask, in case you know, how to get Xero software in Indonesia ? Thanks in advance

[@NutsAccounting]

Hi Johanna Halim! Xero is available in Indonesia. Here is the link to Xero's webiste for Indonesia: www.xero.com/id/

[@msadik89]

thank you and do you have any demo video for real estate accounting in xero

[@NutsAccounting]

Hi m.sadik! Thanks for letting me know! I would like to know more about how I can help you. Which part (or parts) of Xero or bookkeeping do you think is difficult and you need guidance? Which one will you learn first?

[@amanieamer4952]

how to reimport csv files

[@NutsAccounting]

Hi Amanie! You only need to import bank transactions once only. If you reimport the same CSV file with the same bank transactions, you will have duplicate entries which will differ from your bank statement. If you found out you've imported the wrong transactions, delete it from Xero before importing the correct ones.

[@zazalila5450]

hi ms, im fresh graduate so i try to use xero (trial version) is your bank statement real? when u press manage account? is there another way to practice?

[@zazalila5450]

*is there any other way to practice if i dont have business?

[@NutsAccounting]

@@zazalila5450 Hi Azuka! You can always use mocked up transactions to practice as long as you do not do it on a real business accounts. =)

[@zazalila5450]

@@NutsAccounting hi thank you, what do u mean mocked up transactions?

[@NutsAccounting]

Mocked up transactions are something that you made up and it's not real. 😃

[@zazalila5450]

@@NutsAccounting okay thank you ms :)

[@সত্যজীবন-থ৬র]

nyc

[@indahanggraeni5309]

Could you please show me how to reconcile multi currency bank account?

[@tanyafalco4064]

2

[@richardgangur2227]

Thankyou,

[@NutsAccounting]

You're welcome! glad that you find it helpful!

[@MashelleD]

No

[@sethamoako324]

no please

[@mercytipitap704]

Yes

[@heartdancerlynn11888]

2

[@kukiretzlaff5259]

No

[@sestalks]

2

[@HarrySatchelWhatsThatSmell]

2

[@md.nazmulkabir8040]

no

[@NutsAccounting]

😃

[@PoojaSharma-lp8jb]

No

[@johnethompson2065]

No

[@dhanaseelanvellayudham7522]

No