Truist + Xero: Bridge the Gap
Need to get your Truist Financial (formerly BB&T / SunTrust) bank statement into Xero? Truist uses MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance — which needs converting to CSV (Date, Description, Amount (single column, negative for debits) — or Date, Description, Debit, Credit as separate columns) for Xero import.
How BankScan AI Converts Truist for Xero
BankScan AI produces Excel and CSV files formatted for direct import into Xero's bank statement upload feature. Columns match Xero's expected date, description, and amount format. Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately.
How It Works
Upload your Truist PDF
Drag and drop your Truist statement. Supports PDF with MM/DD handling.
AI converts for Xero
Our AI parses Truist's layout, converts dates to DD/MM/YYYY or YYYY-MM-DD, and outputs CSV.
Import into Xero
In Xero, go to Accounting > Bank accounts > select your account > Import a Statement. Choose the CSV file from BankScan AI. Xero auto-maps the Date, Description, and Amount columns.
Xero Import Tip
Date, Description, Amount (single column, negative for debits) — or Date, Description, Debit, Credit as separate columns
Truist to Xero Features
- Truist optimised — Trained on Truist's sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance with MM/DD parsing
- Xero formatted — Output as CSV with Date, Description, Amount (single column, negative for debits) — or Date, Description, Debit, Credit as separate columns
- Date conversion — Converts MM/DD to DD/MM/YYYY or YYYY-MM-DD automatically
Import Truist Data into Xero
After converting your Truist statement with BankScan AI:
- In Xero, go to Accounting > Bank accounts > select your account > Import a Statement
- Choose the CSV file from BankScan AI
- Xero auto-maps the Date, Description, and Amount columns
Common Import Issues
Most common error is date format mismatch — Xero rejects MM/DD/YYYY dates. Also watch for CSV encoding issues with special characters in payee names.
Import Truist into Xero Today
Automatic date conversion (MM/DD to DD/MM/YYYY or YYYY-MM-DD), column mapping, and format validation.
Import Truist to Xero Free