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.

  1. In the Accounts menu, select Bank Accounts.
  2. For the bank account you want to reconcile, click Reconcile [number] items.

    Image of the Bank Accounts screen and the Reconcile [number] items button.

  3. Review each statement line imported from your bank, which are on the left of the Reconcile tab.

    Image of the Review your bank statement lines on the Reconcile screen.

    Work out which situation applies to you: