Add a bank account or credit card account

Overview

  • First steps for setting up your business's bank or credit card accounts in Xero.

  • Find out if a direct feed is available to pull in statements from your bank automatically. If not, you can manually import statements yourself.

Add a bank account

  1. In the Accounting menu, select Bank accounts.

  2. Click Add Bank Account.

  3. Start typing your bank's name: