Add a bank account or credit card account

Set up a bank account or credit card account in Xero. You need the Standard or Adviser role to add a bank account.

  1. Go to Accounts, then click Bank Accounts.

    (Or if you need to add an account code, go to Settings, then click Chart of Accounts.)

  2. Click Add Bank Account.
  3. Start typing your bank's name, then select its name from the drop-down list. Make sure you select the correct name, region, and account type (if applicable).

    If the name of your bank doesn't appear in the list, click Add it anyway.

    Image of the find your bank search box.

  4. Enter the name you want to use to identify this account in Xero.

    Add bank account name (the name of your account in Xero).

  5. (Optional) If you're adding a new bank account from the chart of accounts, you can add an account code.

    Add bank account code for the chart of accounts.

  6. Select your account type:
    • If you've manually entered your bank name, select either Credit Card or Other (for all other account types).

    • If you've selected a bank with direct feeds available, choose your eligible account type. If your account type isn't shown, select Other.

      Image of the select an account type field.

  7. Enter your bank account number. If you're entering a credit card account, enter the last 4 digits.

    Image showing the bank account field.

    Image showing the credit card number field.

  8. (Optional) If you're setting up a bank account for a foreign currency you've added in Xero, select the currency. You can't change the currency of a bank account once it's set up.

    Image showing currencies that have been added to this Xero organisation.

  9. (Only for banks with direct feeds) If you have multiple bank accounts to add, click + Add another [bank name] account.
  10. Click Save or Continue.

Depending on your bank, you can: