This guide outlines the details on how to setup your Xero bank feeds ahead of your Go Live date to ensure transactions are flowing into your new Xero account.
Bank feeds automatically import transactions from your bank or financial institution directly into your Xero account, eliminating the need to import transactions manually.
It’s important to commence your bank feeds setup at least 1 week prior to your books balanced date in case there are bank delays and to ensure transactions are flowing smoothly into your new Xero account.
Book a time to setup your bank feeds
We’ve partnered with Accolution to assist our Franchise Partners in this setup. You can book a virtual session with them on Google Meet below:
When joining the meeting please ensure you are able to login to your online banking and are at a computer with the following information so they can setup the Xero bank feeds:
- Xero access - you will get an email invitation to join the account
- Bank, loan and credit card account details (BSB and account #) that need to be active in Xero
- Your online banking login details (user name and password)
If you have issues connecting to the meeting you can contact Dan Cadieux on 0404 766 285.
Manual setup of bank feeds
If you prefer to setup your bank feeds in Xero yourself we have linked to the below guides: