Let's Chat!
Tailoring the right solution for each business is what we are passionate about. Based on an initial chat with you, we'll be able to prepare a unique proposal for you and your business. We are based in Brisbane
Take a moment to connect with us using the form below, or call us directly on:
1300 255 337 (Mon. to Fri. 10 am - 4 pm):
This is a Step by Step Instructions on how to export bank transactions from Westpac Online Banking, in order to import them into Xero.
First of all, just log into your Westpac Online Banking and click on any of your business accounts:
Click Export:
Click Export CSV, QBO, QIF, OFX file
- Choose date range: (specified by aVers team). If you have questions, just give us a call.
- Choose the account you want to perform export for.
- File format OFX (recommended by Xero, preferred by bookkeepers and accountants as it gives better information for reconciliations)
- Leave Date format as specified by default
Click Export
P.S. Or you can just organise Read Only access for your bookkeeper at aVers to export that data. In addition, it will remove the need for you to go to the bank account every month todownload bank statements for reconciliation, aVers can do it for you.
Subscribe by email and instantly get FREE Illustrated eBook. Adequate ‘positive’ cash flow is essential for the survival of any business, yet this is something that over 50% of small business owners struggle to manage.