Overview

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• 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.

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Add a bank account

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1. In the Accounting menu, select Bank accounts.

2. Click Add Bank Account.

3. Start typing your bank's name:

   • If you can select the bank name from the list, feeds are available for your bank. If you're connecting a direct feed, check the name to use for your particular bank.

   • If the name of your bank doesn't appear in the list, click Add it anyway. This means there are no feeds available for this bank, so you'll need to manually import bank statements into the account.

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