How to import Bank Transfers into Xero, using Business Importer

Import Bank Transfers into Xero

Import Bank Transfers into Xero fast and easy, using Business Importer.

How to import Bank Transfers into Xero with Business Importer in 5 simple steps

To import Bank Transfers into Xero, please, follow 5 simple steps:

1. Sign in to Business Importer and connect it to Xero.

To connect Business Importer and Xero go to:

AccountsAdd companyXero

import employees into Xero

2. Go to Import tab. Upload your Excel file or paste the DropBox or Google.Drive link. Click on the Next button.

import Bank Transfers into Xero: upload the Excel

3. Choose the list in your Excel, which contains Bank Transfers you want to import into Xero. Click on the Next button.

import Bank Transfers into Xero

4. Select Company (you want to import to) and Entity (Bank Transfers), and create mapping – connect Xero labels* to Your Labels**. Press the Next button.

import Bank Transfers into Xero: Mapping

*Xero labels – Xero fields at Bank Transfers that are required to be filled in.

**Your labels – your spreadsheet columns containing all information on Bank Transfers you want to import into Xero.

5. Review* if the information is entered correctly and click on the Next button.

import Bank Transfers into Xero: Preview

*Correct data if necessary – on this stage you can manually change data in the columns you are going to import into Xero.

Your import is in process. Don’t wait until it’s done – you will be notified by e-mail.

import Bank Transfers into Xero: Result

Check out your Bank Transfers import into Xero result in your e-mail or in the Scheduled imports tab.

import Bank Transfers into Xero

Or check out the results  at your Xero account.

import Bank Transfers into Xero result in Xero

How-to Guide – How to import Bank Transfers into Xero

Find a detailed How-to guide in Business Importer. It will help you prepare your spreadsheets that contain Bank Transfers, Purchase Orders, Invoices, Bills, Manual Journals, Bank Transactions, Receipts, Credit Notes, etc. you want to import into Xero.

import Bank Transfers into Xero: How to guide

Xero Field Business Importer Name Description Example
Amount Amount Please, write an amount of the transfer. 990.00
From Bank Account From Bank Account Please, provide a valid code of the bank account, you transfer money from. 090
To Bank Account To Bank Account Please, provide a valid code of the bank account you transfer money to. 091
Date Date Date format: dd/MM/yyyy, e.g. 20/05/2015.You can change it on Settings page. 20/05/2015

 

Check out the Bank Transfers’ import results

There are 5 types of import results.

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Errors in the Bank Transfers import into Xero

The most common errors and the ways to solve them.
There are 2 the most common errors made by our clients when they import Bank Transfers to Xero. To prevent this happening, we have reviewed all of them and given solutions below.

Problem Error occurs Solution Correct example
Incorrect the To Bank account nullThe ToBankAccount with the details provided could not be located. Please, provide a valid To Bank account, or create a new one in your Xero account.  089
Incorrect the From Bank account nullThe FromBankAccount with the details provided could not be located. Please, provide a valid From Bank account, or create a new one in your Xero account. 640

 

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on 469 629-7891 or write to support@cloudbusinessltd.com.

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