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.
To add a bank account, either:
- In the Accounts menu, select Bank Accounts.
- In the Settings menu, select General Settings, then click Chart of Accounts. Add a bank account from your chart of accounts if you'd like to enter an unique code to identify the account.
- Click Add Bank Account.
Start typing your bank's name:
If you can select the bank name from the list, a bank feed may be available for your account. Make sure you select the correct name, region, and type (if applicable).
If the name of your bank doesn't appear in the list, click Add it anyway. You'll need to manually import bank statements in to your Xero organisation.
Enter the name you want to use to identify this bank account in Xero. This name will be used in reports and will display on the dashboard.Each bank account name must be unique. If you have different accounts with the same name, add a number or letter to the name to make it unique.
(Optional) If you're adding a new bank account from the Chart of Accounts screen, add an account code.
- Select your account type:
If you've selected a bank with direct bank feeds available, choose your eligible account type. If your account type isn't shown, select Other (you won't be able to set up a direct feed for this account).
If you've manually entered your bank name, select either Credit Card or Other (for all other account types including cheque or savings account).
Enter your account number:
If you're adding a bank account, enter your sort code followed by the account number. Your sort code is the first 6 digits of your bank account number. Xero will automatically put hyphens after the 2nd and 4th numbers as you type the digits.
If you're adding a credit card account, enter the last 4 digits.
(Optional) If you're setting up a bank account for a foreign currency that you've added in Xero, select the currency. You can't change the currency of a bank account once it's set up.
- (Optional, only displays for banks with direct feeds available) If you have multiple accounts to add for this bank, click + Add another [bank name] account.
- Click Save or Continue.
Depending on your bank, you can now: