Skip to main content

How can we help?

How to import a bank statement to Xero


Some accounting firms may decide to account for certain imports, such as wallets or exchanges, like bank accounts. Therefore, the most effective way to feed transactions in these accounts is to import a bank statement.

Here's a step-by-step process below on how to generate from cryptio and import into Xero, Bank Statements.

Generating the Bank Statement in Cryptio:

  1. Go to the Reports section in cryptio.

  2. Once on here, you should be presented with the option to create a report:

  3. Select Bank Statement, in the drop-down, 'Choose Report Type'

  4. Select an either:

    1. Only an Individual Asset + Date range

    2. Only an Individual Wallet + Date range

    3. Individual Asset + Wallet + Date range

    4. Just the date range.

A completed report of option C is shown below:

With an example of a report below:

Importing into Xero is also a very simple process:

  1. Simply head to the Bank account dropdown

  2. Once selected, select the option to manually import a statement

    Browse for the file we created and select import

Congratulations! If you've made it to this stage, your statement should be successfully imported 🎉