Getting statement data into Xero

LedgerBox does not connect to Xero. Export a CSV or Excel workbook and import it through the Xero import screen.

Convert a document All export formats

What you can do today

No Xero file

Export a CSV or Excel workbook. Map the LedgerBox columns in the Xero import screen. A specific Xero file is planned.

The layouts you would be mapping

CSV columns Excel columns

Getting data into Xero today

Convert the statement in LedgerBox

Upload the PDF, let the balances reconcile, and review anything that came back flagged. This part is the same whatever you plan to do with the rows afterwards.
Download a CSV or an Excel workbook

Both carry the same five columns: date, description, debit, credit, balance. The layouts are published, so you know what you are mapping before you start.
Import it in Xero and map the columns

Xero's own import screen is where the mapping happens, and it is a one-time setup per bank account rather than a per-statement chore.

The one posting integration LedgerBox does have: Sending to QuickBooks Online

Import notes

Review the available spreadsheet option and the planned format checks.

Manual import

LedgerBox does not connect to Xero. Download the export file and import it in Xero.

Import column mapping

Xero defines its accepted columns. LedgerBox publishes its own export layouts. Complete the final mapping in Xero.

Planned format checks

LedgerBox will add the format after it can create and import the file in Xero. The transactions must import with the correct values.

Xero FAQ

Does LedgerBox integrate with Xero?

No. There is one posting integration and it is QuickBooks Online. Nothing in LedgerBox signs in to Xero, posts to Xero, or syncs with Xero, and no part of the product is waiting on a Xero connection you have not noticed.

So how do I get a statement into Xero today?

Convert it in LedgerBox, download the CSV or the Excel workbook, and import that in Xero, mapping our columns to Xero's in its own import screen. The LedgerBox column layouts are published so the mapping is a known quantity.

Is a Xero export planned?

Yes. LedgerBox plans to add a specific Xero file. Use CSV or Excel until that file is available.

Clean rows first, then import them anywhere.

Upload a document and download the export in under a minute. No card required.

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Available and planned export formats. See all thirteen, grouped