Connecting Bank Feeds In Xero
The simple way to share your bank transaction data
We ask every single client to connect their bank account to Xero. This is by far the easiest way to share your data with us.
We may also need to see an actual bank statement from time to time.
How to connect most bank accounts
Login to Xero and you'll find yourself on the Dashboard
Click Add an Account (above) and follow the instructions
What import date should you choose? We'll usually ask you to connect your feed from a specific date, but if you're not sure then import from as far back as possible. It's pretty easy to delete anything we don't need.
How to connect additional bank accounts
Login to Xero and you'll find yourself on the Dashboard
Click Accounting in the header menu and then Bank Accounts (above)
Click Add Bank Account and follow the instructions
Which accounts to connect to Xero
In addition to all business bank accounts, we'll also ask you to connect most credit card, PayPal, Wise and GoCardless accounts.
We will not ask you to connect personal bank accounts, unless all of the transactions in that account relate to your business.
Avoid mixing business and personal bank transactions in the same bank account or credit card. It's confusing, will lead to errors (including honest ones), and you'll end sharing personal transactions with your accountant. Not ideal.
When to send an actual bank statement
We'll ask to see an actual bank statement to make sure your feed is working properly.
We'll do this:
when you sign up with Numble
when you connect a feed for the first time
at the end of your accounting year
We'll also ask for bank statements because feeds occasionally break down or feed duplicte transactions into Xero.
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