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Getting bank transactions into QuickBooks and Xero: which file to use, where the import is, and what to do when it goes wrong. What we say about QuickBooks and Xero comes from their own help pages, or from our own tests where we say so.

Last updated October 2026

How to import bank statements into QuickBooks OnlineWhich file to use (QBO, CSV or PDF), where the upload is, the CSV layout, and the errors to avoid.
Can you upload a PDF bank statement to QuickBooks?What QuickBooks Online’s PDF upload accepts, what to check, and the route for QuickBooks Desktop.
What is a QBO file?What’s inside a Web Connect file, QBO vs QFX vs OFX, how to open one, and why QuickBooks refuses some.
How to import a bank statement into XeroWhere Import a Statement is, OFX vs CSV, the CSV columns, and getting a PDF statement in.