How to add bank or credit card accounts in xero?

HOW TO ADD BANK OR CREDIT CARD ACCOUNTS IN XERO?

Xero Accounting software is one the best cloud-based accounting software developed for small and medium-sized businesses. Any businessmen can use this software to get information about the cash flow. This software saves a lot of time and efforts of the user and is also very easy-to-access. This Software helps the users to get payment in quick steps and also the inventory can be managed within few minutes.

Xero allows it users to add bank or credit card accounts to his/her Xero ID. Perform the steps provided in this blog by the experts of Xero Support if you want to use this feature.

1. Do one of the following: • Select Bank Accounts in the Accounts menu 2. Go to General Settings in the menu of Settings and then hit the Chart of Account button.

Now, click add an account if you want to use a unique code.

3. Give a click on Add Bank Account.

• A Bank Feed will be available if you are able to select the bank name from the list. Correctly fill the given fields of name, region, and type (if applicable).

• Give a click on Add it anyway, if you cannot find the name of your bank in the list.

You will have to import statement in your Xero origination manually.

4. Mention the name to be used to identify this account in Xero. The provided name will be used in reports and will show on the dashboard.

5. If you are including a new account from the Charts of Accounts screen, create an account code.

6. Choose your account type: • If you choose a bank with direct feeds available then select you eligible account type otherwise click ‘Other’.

• For all other types including cheque or savings account, choose either Credit Card or Other.

7. Type in your account number: • Provide up to 20 digits if you are including a bank account and if you are including a credit card one, mention last four digits.

8. Hit the Save or Continue button.

{You can also Learn how to Add Another Organisation in Xero} For any further information regarding this blog, you can contact our expert team. You will be provided the necessary information related to the concerned doubt or query by our technicians in a friendly manner. All you need to do is pick your phone and dial Xero Customer Support Number – 1800-952-982 to resolve any issue regarding this accounting software. You will be provided the best solutions and satisfactory solutions. All the important information is given in just one call, so do not hesitate to talk tech members as they will assist with ease and comfort. Our engineers will guide you using the latest technology within the shortest time possible.

RELATED KEYWORD

•Add bank Account in XERO •Add credit Card in XERO

ORIGINAL SOURCE

CONTACT XERO SUPPORT HELPLINE NUMBER

1800-952-982 Call XERO Support Team To Discover Errors And Guaranteed Solutions. At XERO support Australia, expert removes all barriers that hinder its easy accessibility and you get complete benefits of this application.