Import Xero Bank Transactions into Accounts

Connect an authorised Xero organisation and bring supported recent bank transactions into the Accounts review queue.

Select the right organisation

After authorising read access, choose the organisation with the bank transactions you want to review. Check the dates and currencies returned by the source.

Review the first sync

A spend transaction should appear as an outflow and a receipt as an inflow. Compare a sample to Xero before approving postings in Accounts.

Check later syncs

The import uses provider transaction IDs to identify duplicates. Review skipped or unsupported rows in the connection activity.