Setting Up Bank Accounts and Reconciliation

In this guide, we will walk you through the essential steps for setting up and managing your bank accounts and credit cards in Xero. You will learn how to connect your bank accounts, reconcile transactions, and manage paid invoices effectively. Follow these instructions to ensure your financial records are accurate and up-to-date. Let’s get started! 

1. Access the Dashboard

• After receiving your subscription, go to the Xero Dashboard.

2. Connect Your Bank Accounts and Credit Cards

• Add Bank Details:
  1. Select the bank registered in your Xero 
  2. Locate and click on the "Manage Account" drop-down menu at the top right of the page.
  3. Select "Edit Account Details".
  4. Type the name of the bank.
  5. Click "Save".
• Connect Bank Feed:
  1. After saving, a "Get Bank Feed" button should appear at the top of the page.
  2. Click this button to connect your bank feed.

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