Skip to content
English
More support
Accounting Prose
  • There are no suggestions because the search field is empty.

Connect a Bank or Credit Card Bank Feed in Xero

How to quickly and easily connect your bank and credit card accounts to Xero. 

1. Click "Accounting" and Select "Bank Accounts"

1. Click Accounting and Select Bank Accounts

2. Find the Account You'd Like to Connect and Click "Get Bank Feeds"

2. Find the Account Youd Like to Connect and Click Get Bank Feeds

 

3. Click "Continue and Log In To Bank"

3. Click Continue and Log In To Bank

 

4. Enter Your Login Credentials and Click "Log In"

4. Enter Your Login Credentials and Click Log In

5. Select the Relevant Accounts

5. Select the Relevant Accounts

 

6. Click "Authorize"

6. Click Authorize

 

7. Match Your Bank/Credit Card Accounts to the Bank/Credit Accounts in Xero

7. Match Your BankCredit Card Accounts to the BankCredit Accounts in Xero

 

Notify us if you do not see a matching bank/credit card account. We can hop on a call to screen share and assist. Do not create a new account if there is already an account in Xero - this will create a duplicate account in your chart of accounts.

 

8. Click "Continue"

8. Click Continue

 

9. Click "Finish"

9. Click Finish

No need to update the bank feed start date. Xero will default to the last transaction date and, if there is anything missing, we can enter any missing transactions.