#importrules

Edit the import rules you set up when you previously imported a CSV bank statement file into this bank account. Import rules include how you assigned CSV column headings to Xero fields and the date format you chose. Xero applies the most recent file import rules to CSV bank statement file imports from now on.

How to Edit CSV Bank Statement File Import Rules

1. Go to Accounts > Bank Accounts.

2. Locate the bank account that you want to reassign the CSV bank statement columns for. Click Manage Account, then click Edit Account Details.

3. Click Statement Import Options.

4. Set up CSV file import rules