How to Add a Bank Account in Xero

Quick summary

Adding a bank account in Xero lets you automatically import and reconcile transactions directly within the platform. This step-by-step process takes just minutes, starting from the Accounting menu and ending with your selected bank fully linked to your Xero organisation.

Steps

1. On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.
2. Choose 'Bank Accounts' from the list of options.
3. Click 'Add Bank Account' to begin the setup process.
4. Select your bank from the given options, or use the search field to find your bank if it's not in the default list.
5. Tap 'Agree and Continue' to accept the terms and proceed.
6. Enter your online banking login credentials into their respective input fields.
7. Click 'Next' to confirm your request and have the selected bank account added to your Xero organisation.