How to Convert Bank of America Statement to Xero
Follow this simple guide to convert your Bank of America bank statement PDF into a clean Xero file. Send transactions directly to Xero or import via CSV bank statement.
What You'll Need
- A PDF bank statement from Bank of America (with selectable text, not a scanned image)
- A Statement Pro account (sign up free)
Step-by-Step Guide
Download Your Bank of America Statement
Log in to your Bank of America online banking account and navigate to your statements section. Download the statement you want to convert as a PDF file.
Tip: Log in to bankofamerica.com and select your account. Click 'Statements & Documents' in the account details section. On the Bank of America mobile app, tap your account then 'Statements & Documents' at the bottom. Bank of America provides up to 7 years of statements online for checking and savings accounts. Note that credit card statements are accessed separately under the credit card account section. If a statement shows as 'available' but won't download, try using a desktop browser instead of the mobile app.
Upload to Statement Pro
Go to the upload page and drag-and-drop your PDF or click to select it. Statement Pro automatically detects Bank of America statements and begins extracting transactions immediately.
Download Your Xero File
Once processing is complete, click the download button to get your Xero file. All transaction dates, descriptions, and amounts are preserved accurately and ready for use in your favorite spreadsheet or accounting application.
Bank of America FAQ
Bank of America statements use either MM/DD/YY (e.g., 01/15/26) or MM/DD/YYYY (e.g., 01/15/2026) depending on the account type and when the statement was generated. Statement Pro detects and handles both formats automatically, so you don't need to worry about which format your statement uses.
Statement Pro supports Bank of America Advantage checking, savings, credit card, and Merrill Edge investment account statement PDFs. Both personal and business account statements can be converted.
Yes, Bank of America business checking, savings, and business credit card statement PDFs are supported. This is useful for bookkeeping, expense tracking, and importing transactions into accounting software.
Bank of America keeps up to 7 years of statements available for download in online banking. If you need older statements, you can request paper copies through customer service, though there may be a fee.
Bank of America sometimes combines multiple accounts on a single statement. Statement Pro extracts all transactions from the PDF regardless of how many accounts appear on the statement.
Related Guides for Bank of America
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