Use the search field to find and select the report. Configure your report settings: Bank Account : Select the specific account you need.
: Set the desired end date (e.g., "Last Month" or a custom range).
The most common way to "download" a statement from Xero is by running a report. This creates a document that lists all your bank transactions for a specific period in a format that resembles a traditional bank statement. Log in to your Xero account.
Downloading your bank statement from Xero is a crucial task for auditing, tax preparation, and internal record-keeping. While Xero isn't a bank and doesn't "issue" statements, it stores a complete mirror of your bank data through its feeds, which you can export as professional reports. How to Download Bank Statements from Xero
: If you have original PDF statements from your bank, you can use Hubdoc (often included with Xero) to extract that data into a CSV for easy download and review. Key File Formats Supported PDF : Ideal for "official" looking records.
: Best if you need to filter or manipulate the data. Alternative: Exporting Uncoded Statement Lines
If you are canceling your subscription or preparing for a major audit, you may need a more comprehensive data dump.
Navigate to the menu in the top navigation bar and select Reports .
