Bank Accounts Guides

In Xero, there are two ways you can unmatch reconciled transactions in your bank accounts: Unreconcile Remove and Redo The main difference is that...

There are two ways you can unmatch bank statement lines from account transactions in Xero. The first way is to use the Unreconcile function. The...

If you have incorrectly reconciled an account transaction to a bank statement line in Xero, you can correct it in one of two ways. The first way is...

In this tutorial, we will edit a bank rule that already exists in Xero's demo company. While there are a number of bank rule variables you can edit,...

Using bank rules in Xero is a great way to reduce the amount of manual work you need to do to reconcile your bank accounts. In this tutorial, we...

This guide will show you how to restore a bank account that has previously been archived in Xero’s demo company. Before restoring the bank...

If you no longer need to use a bank account in Xero that contains some transactions, you may archive the account. If the bank account is empty of...

To delete a bank account in Xero, the account must not contain any transactions. If you would like to remove a bank account that contains...

You may have received some money in your bank account that does not relate to an invoice, refund or transfer transaction that is already set up in...

If you have spent some money that does not relate to a bill, refund or expense claim in Xero, you can create a spend money transaction for the item...

If you have a bank feed set up in Xero for your bank account, you may need to deactivate it for some reason. This is easy to do. In this tutorial,...

After you have set up a bank account in Xero, you may want to take advantage of automatic bank feeds. By setting up bank feeds, your bank...