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Update Xero when you move money between accounts
Update Xero when you move money between accounts
From time-to-time you'll transfer money between accounts. For instance, into savings, a credit card or loan, or into or out of your PayPal account.
Xero's bank feed will normally show bank transfers (up to the day before). Follow these steps to reconcile:
Accounting > Bank Accounts
Select and click the relevant bank account
Click Reconcile tab
On the left you'll see your bank statement lines, and on the right, data from Xero. You'll need to add the first part of the transaction.
Click Transfer tab
Select the bank account
Click OK.
Switch to the corresponding bank account.
Use the bank accounts drop-down towards the top right of your screen.
The transaction should be visible and matched.
Click OK.
Learn more about bank transfers at Xero Central.
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