Add a Bank Account

Add a Bank Account

  1. In the Accounting menu, select Bank accounts.

  2. Click Add Bank Account.

  3. Start typing your bank's name:

    • 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.

  4. In Account Name, enter a name for the account to identify it in Xero. This name is used in reports and displays on the dashboard.

    Each bank must be unique. If you have different accounts with the same name, change the name to make it different, such as adding a number or letter to it.

  5. If prompted, select the account type. If your account type isn't shown, select Other. Bank feeds aren't available for these account types.

  6. In Account Number, enter up to 20 digits. 

  7. (Optional) Select the currency for the account. You can't change the currency of a bank account once it's set up.

  8. (Optional) If your bank has direct feeds available and you have multiple accounts to add for this bank, click Add another [bank name] account.

  9. Click Save or Continue.

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