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Import bank statements into QuickBooks, Xero, Odoo, Zoho Books and Sage

Upload a PDF bank statement from any bank and download a file your accounting software can import, with every balance checked.

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QuickBooks

QuickBooks bank statement import

QuickBooks does not read a PDF bank statement. Bayainy turns it into a QBO file for QuickBooks Online or an IIF file for QuickBooks Desktop.

  • QBOpaid plans
  • IIFpaid plans
  • QuickBooks CSVpaid plans
  1. 1Upload the PDF to Bayainy and download the QBO or IIF file.
  2. 2QuickBooks Online: open Bank transactions, choose Upload from file and select the QBO file.
  3. 3QuickBooks Desktop: choose File, Utilities, Import, IIF Files.
  4. 4Pick the bank account, then review and accept the transactions.

Not sure which file to pick? QBO vs IIF vs CSV guide

QuickBooks' official upload guide
Xero

Xero bank statement import

Xero's Import a Statement screen takes CSV, OFX or QFX files, not PDF. Convert the PDF to CSV with Bayainy, then import it.

  • CSV
  1. 1Upload the PDF to Bayainy and download the CSV.
  2. 2In Xero, open Accounting, then Bank accounts, and find the account.
  3. 3Choose Manage Account, then Import a Statement, and select the CSV file.
  4. 4Match the date, description and amount columns when Xero asks, then import.

Need the other direction? Export a bank statement from Xero to Excel

Xero's official Import a Statement guide
Odoo

Odoo bank statement import

Odoo Accounting imports bank statements from a file, not a PDF. Bayainy gives you a CSV laid out for Odoo's import, or an XML file.

  • Odoo CSVpaid plans
  • XMLpaid plans
  1. 1Upload the PDF to Bayainy and download the Odoo CSV.
  2. 2In Odoo Accounting, open your bank journal and choose to import a file.
  3. 3Check the column mapping, then import.
  4. 4Reconcile the new lines in Odoo as usual.
Odoo's official import documentation
Zoho Books

Zoho Books bank statement import

Zoho Books takes bank statements as CSV, OFX or QIF files. Bayainy gives you a CSV laid out for Zoho Books.

  • Zoho Books CSVpaid plans
  1. 1Upload the PDF to Bayainy and download the Zoho Books CSV.
  2. 2In Zoho Books, open Banking, select the account and choose Import Statement.
  3. 3Map the date, description and amount fields, then import.
  4. 4Match or categorise the new transactions.
Zoho Books' official import guide
Sage

Sage bank statement import

Sage 50, Sage 200 and Sage X3 take bank data as a file, not a PDF. Convert the PDF to CSV with Bayainy, then import it the way your Sage version expects.

  • CSV
  1. 1Upload the PDF to Bayainy and download the CSV.
  2. 2Sage 50 and Sage Business Cloud Accounting: upload the CSV on the bank statement import screen.
  3. 3Sage 200: import the CSV where your company imports bank transactions, and match the date, description and amount columns.
  4. 4Sage X3: map the CSV columns to the bank statement file format set up for your company.
Sage's official import guide

Other tools

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