Xero: How to add a bank account

Anderson AccountsXeroLeave a Comment

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.

This will take you to a screen where you will see any business bank accounts that are already linked to Xero. Select the Add Bank Account option.

You will then be asked to 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 which is why you need to let Xero know which bank you are trying to connect to.

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

From here, you will need to follow the on screen prompts on how to continue linking your account which will most likely mean logging in to your online banking.

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