How to download a CSV file

Business, Compliance

A CSV is a file format which means comma, separated values simply means it has all of the information in an excel format.

When either setting up your Xero software or preparing any one of your tax returns, we may ask you for a CSV file of your bank transactions.

This is because Xero pulls information directly from your bank, this is called “bank feeds”, and on some occasions all or part of that information may be missing. When this occurs we may need to add the missing transactions to Xero by importing these transactions as a CSV file.

A CSV file can be downloaded from your internet banking, which WE don’t have access to. Each bank has a slightly different method for doing this.

These steps below are a simple guide that we hope may help you to download your CSV file.

Step by step guide:

  1. Log in to your internet banking
  2. Click on the account you wish to download your CSV file for
  3. Click on a “view statements” or “view transaction history” or similar tab
  4. Insert the date range requested
  5. Select the CSV option as the “Output” or “Format”
  6. Click “Export”, “Save” or “Download”
  7. Send it to WE

Providing this information as bank statements or PDFs creates extra work typing the data in line-by-line. Getting the information from you in a CSV file saves us time and therefore you money.

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