Skip to main content
Xero Logo

Xero: How to Add a Bank Account

Anderson Accounts Logo
Anderson Accounts Admin
20th August 2025 · 1 min read

This is a short guide on how to add a bank account to the Xero accounting package.

From the Accounting drop down menu, select the Bank Accounts option.

Where to select bank accounts

Next, you will see any business bank accounts that are already linked to Xero. Select the Add Bank Account option.

How to add a new bank account

When prompted, type in the name of the bank with which you have the account. Most banks are supported but all integrate in a slightly different way. As a result, Xero needs to know which bank you are trying to connect to.

find bank account in xero

Once selected, enter the details of your bank account. The account name does not need to be the name on the account, but can be one that helps you easily distinguish it from any other bank accounts you may have.

xero searching for barclays

From here, follow the on screen prompts on how to finish linking your account.

 

Tags: