Soldo automatically pushes your bank feed to Xero every day. You can also manually export the bank feed whenever you need. For more on that, see: How do I export a bank feed (left side in Xero) from Soldo to Xero?
You can also export bank feed data manually by exporting the data to a file and importing the file in Xero:
- Go to 'Reports', then 'Statements', click 'Export'.
- Select your preferred file format (we recommend CSV or OFX) and click 'Export'.
- Follow the Xero instructions on how to import the data
Important: We strongly advise against importing the bank feed to Xero manually. As Soldo automatically exports your bank feed to Xero every day, it can create duplicate entries in Xero.