Search for account transactions

Here's how to search for account transactions that you've entered in a bank account in Xero. The search includes all transactions in that account, including invoice, bill and expense claim payments, spend and receive money transactions, bank account transfers, and reconciliation adjustments.

  1. Go to Accounts, then click Bank Accounts.
  2. Click on the bank account name.
  3. Click Search.
  4. Enter the required search fields. You can use a combination of fields to narrow your search.
  5. Click Search.

    Image showing the fields for searching for a bank transaction.