Update your existing bank feed to an improved direct feed

Update your current bank or Yodlee feed to an improved direct feed that’s set up in Xero.

To update your feed:

  1. In the Accounts, select Bank Accounts.
  2. Find the bank account with either an Update button or a Convert to Direct link under Manage Account. Take note of the date that your last statement was imported.

  3. Click Update or click Manage Account then select Convert to Direct.
  4. Click Login & Connect Accounts.
  5. Follow the on-screen instructions to complete the update. If your bank prompts you to edit the import start date and it’s not the date you noted in Step 2, click Edit and change the date to the date you noted.

Your existing feed will be automatically disconnected and depending on the financial institution, your transactions will immediately import into Xero.