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Download a bank statement CSV for Xero
If your Shopify Payments payouts don't come into Xero on a bank feed, you can build the statement lines yourself and import them.
How to download the file
- Go to Setup - Advanced and find Generate bank statement for Xero import.
- Pick the date range on the calendar.
- Click Download bank statement.
- In Xero, import the CSV following Xero's own guide.
Two things that catch people out
The dates are payout dates, not order dates. The file can include transactions from a few days before the range you picked, because Shopify Payments takes time to confirm a payout. Choose your range by when the money landed, not by when the orders came in.
It only covers Shopify Payments. Payouts from any other gateway aren't in the file.
If You See "This Bank Statement Can't Be Created"
The file is built in the currency of your clearing account. If a payout in your date range is in a different currency, or its currency can't be confirmed, and the app can't convert it reliably, no file is made. The message lists those payouts. For example: These payouts can't be converted into your clearing account currency (AUD): 123456789 (USD, paid 13 Oct 2026). Choose a different date range that leaves them out.
Download the dates before and after the listed payouts as separate files. The listed payouts will not be in either file, so email us at help@hyvelabs.co with your shop URL and the payout numbers from the message before you reconcile that period. Selling in more than one currency explains how currencies and clearing accounts fit together.
If the message shows (unknown) where your clearing account currency should be, changing the date range will not help. Check that a Clearing account is chosen for Shopify Payments on Setup - Payouts, then email us with your shop URL if it still fails.
Where to import it
Import into the same Xero account your Shopify Payments gateway points at — normally your clearing account. That way the payments the app posts and the statement lines meet in the same place and reconcile against each other.
Need a hand? Email us at help@hyvelabs.co with your shop URL.