Which preset should I use for Xero?

Select the Xero export preset in BankSheet before downloading CSV so columns align with common Xero bank import formats.

Do UK banks work with this guide?

Yes. Barclays, HSBC, NatWest, and Revolut flows commonly use Xero — convert the PDF first, then import the CSV.

Guides

BankSheet helps UK and multi-entity bookkeepers move from PDF statements to Xero bank lines without retyping Faster Payments and direct debits.

Parse the statement. Upload via the converter and confirm bank name, currency, and row count.
Reconcile first. Use the balance panel — Xero imports are harder to unwind than a rejected CSV.
Export Xero CSV. Pick the Xero preset and download CSV (Excel is fine for review, CSV for import).
Import in Xero. Accounting → Bank accounts → manage account → Import statement → upload the CSV and map fields if prompted.
Reconcile in Xero. Match transactions, create spend/receive money as needed, and lock the period when balances agree.

Which preset should I use for Xero?: Select the Xero export preset in BankSheet before downloading CSV so columns align with common Xero bank import formats.
Do UK banks work with this guide?: Yes. Barclays, HSBC, NatWest, and Revolut flows commonly use Xero — convert the PDF first, then import the CSV.

Prefer QuickBooks? See the QuickBooks import guide.