Import a bank CSV into your accounting software

Each guide takes one bank’s CSV export and one accounting product’s bank statement import, and goes through every place they disagree: column layout, date format, fees and balances. The software requirements come from the vendors’ own help pages; each guide lists its sources.

• Revolut → Xero

  How to import a Revolut statement into Xero

  Get a Revolut statement into Xero's CSV import: fix the date-and-time stamps, separate fees, pending rows and the balance column Xero asks you to delete.

• Revolut → QuickBooks Online · Pro

  How to upload a Revolut statement to QuickBooks Online

  Turn a Revolut statement into the 3-column CSV QuickBooks Online uploads: Date, Description, Amount, with zero-value holds and extra columns dealt with.

• Wise → Xero

  How to import a Wise statement into Xero

  Import a Wise CSV statement into Xero one currency at a time: drop the running balance, handle Wise fee rows and map payee columns without duplicates.

• Wise → QuickBooks Online · Pro

  How to upload a Wise statement to QuickBooks Online

  Reshape a Wise statement into QuickBooks Online's 3-column bank upload: one currency per file, Date, Description and Amount first, under 1,000 lines.

• Monzo → QuickBooks Online · Pro

  How to upload Monzo transactions to QuickBooks Online

  Prepare a Monzo CSV for QuickBooks Online's bank upload: use the merchant name as the description, keep three columns, and handle Pot transfers.

Bank not listed? The accounting import cleaner and the bank statement cleaner work with any bank’s export.