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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 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
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.
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