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Truist Statements for Xero Import

Truist Bank (formerly BB&T and SunTrust) statement PDFs are downloadable via Truist Online Banking. Both legacy account formats are supported. Xero's bank feed doesn't cover every bank — especially for international banks, smaller institutions, or older historical statements. CSV import is the reliable fallback.

Secure Financial Data Processing

Xero Import Workflow with Truist

MintConvert converts your bank PDF to a CSV that matches Xero's required column format (Date, Description, Amount). Upload directly via Xero Bank Accounts → Import a Statement. For Truist Bank specifically: Truist PDFs may show the legacy BB&T or SunTrust header depending on account origin. MintConvert handles both header formats and normalises output to the same column structure.

How It Works

  1. Step 1

    Upload your Truist Bank statement PDF to MintConvert

  2. Step 2

    Download the CSV file

  3. Step 3

    In Xero: Accounting → Bank Accounts → Select account → Import a Statement

  4. Step 4

    Upload your .csv file and map columns

  5. Step 5

    Reconcile imported transactions

Why MintConvert

  • Truist parserTruist PDFs may show the legacy BB&T or SunTrust header depending on account origin. MintConvert handles both header formats and normalises output to the same column structure.
  • Xero ImportMintConvert converts your bank PDF to a CSV that matches Xero's required column format (Date, Description, Amount). Upload directly via Xero Bank Accounts → Import a Statement.
  • USD preservedAll USD amounts preserved for xero import workflows.
  • IntegrationsCompatible with Xero, Xero Payroll, Xero Projects.
  • Privacy firstTruist Bank PDF deleted immediately after conversion.
  • Free to start5 free conversions/month. No credit card required.

Frequently Asked Questions

How do I use Truist Bank statements for xero import?

Log in to Truist Online Banking → Account Services → Statements → Select account and period → Download PDF. Then upload to MintConvert and download a clean CSV file. MintConvert converts your bank PDF to a CSV that matches Xero's required column format (Date, Description, Amount). Upload directly via Xero Bank Accounts → Import a Statement.

Which output format is best for xero import with Truist Bank?

For xero import, CSV (CSV) is recommended. Open Excel → File → Open → select the .csv file. Use Text Import Wizard, set delimiter to comma. All currency values will be numeric.

Does MintConvert handle Truist Bank's PDF format for xero import?

Truist PDFs may show the legacy BB&T or SunTrust header depending on account origin. MintConvert handles both header formats and normalises output to the same column structure.

What xero import integrations work with Truist Bank output?

Compatible with Xero, Xero Payroll, Xero Projects.

Is my Truist Bank data safe?

Your Truist Bank PDF is processed in-memory only and deleted immediately after conversion. MintConvert never stores bank statement data.