How to Link a Bank Feed in Xero

Connecting your bank feed in Xero allows your transactions to flow in automatically, saving time and improving accuracy. Follow the steps below or watch the full video tutorial for guidance.

🎥 Watch the step-by-step video guide below.

How to Link a Bank Feed in Xero 

Step 1: Go to Your Bank Accounts

On the top blue banner, click Accounting.
From the dropdown menu, select Bank Accounts.

Step 2: Add a New Bank Account

Click Add Bank Account in the top-right blue box.

Step 3: Find Your Bank

Select your country first.
Then either scroll through the list or use the search bar to find your bank.
Click on your bank to continue.

Step 4: Follow the On-Screen Instructions

Xero will display a set of instructions specific to your bank.
Click Continue, then sign in to your online banking when prompted.

Step 5: Approve the Connection

Follow the verification steps on your banking platform and approve the connection.

You’re Set!

Once approved, your bank feed will begin importing transactions automatically into Xero.