Confirm your imported bank and credit card accounts

When you import a chart of accounts into Xero, it recognizes certain accounts as bank accounts and asks for extra information. The information needed depends on whether the account is a bank account, credit card account or PayPal account. If you don't want to set up a bank feed or import bank statements for an account, classify it instead as a current asset account.

If your chart of accounts import file includes accounts with the account type Bank, Xero asks you for further information during the import process.

  • Select the correct account type for each account. If you don't want to set up a bank feed or import bank statements for the account, select Current Asset.
  • If you have multi-currency set up for your organization, you can choose a non-base currency for your account.
  • Make sure you enter the account number correctly so if you set up a direct bank feed or Yodlee feed, Xero can match it up.
  • If you don't know the account number, leave the Account Number field blank. You can add the account number later.

Save the information you enter.

Image showing bank accounts requiring confirmation.