Start your bank reconciliation
After transactions from your bank have imported into Xero, you need to reconcile them. The first step is to review what's imported and work out which way to reconcile it.
Your aim is to match transactions from your bank with transactions in Xero.
- In the Accounts menu, select Bank Accounts.
For the bank account you want to reconcile, click Reconcile [number] items.
Review each statement line imported from your bank, which are on the left of the Reconcile tab.
Work out which situation applies to you:
This video gives an overview of the different ways you can reconcile your bank statement in Xero, as well as some troubleshooting tips.