Add a bank account or credit card account
Set up a bank account or credit card account in Xero. You need the Standard or Advisor role to add a bank account.
Go to Accounts, then click Bank Accounts.
(Or if you need to add an account code, go to Settings, then click Chart of Accounts.)
- Click Add Bank Account.
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.
Enter the name you want to use to identify this account in Xero.
(Optional) If you're adding a new bank account from the chart of accounts, you can add an account code.
- 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.
Enter your bank account number. If you're entering a credit card account, enter the last 4 digits.
(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.
- (Only for banks with direct feeds) If you have multiple bank accounts to add, click + Add another [bank name] account.
- Click Save or Continue.
Depending on your bank, you can: