Know How To Add Accounts In Xero Accounting Software
Xero Accounting software has proved to be the Holy Grail for all the small and medium level business. It has really made this mundane process of accounting into a very facile and interesting one. It is now has become very easy to know about the cash flow of one’s company. It is cloud-based software which saves all your data, without taking up space in any of your device, which is really a positive aspect of it. This fact releases you from the tension of losing your data. One of the many features of it is that you can add your bank account or debit/ credit cards in the software to pay or receive occurred expenses and revenues. If you wish to know how to do it, then please keep on reading.
- Open your software and go to the accounts menu, there select the Bank accounts option.
- Now, go to the settings option in the menu and later select Account option. You can also click on add an account if you wish to use a unique code.
- Click on the option of Add bank account. A window will appear with many options; you must select your bank from the list if you find it and fill all the asked information. However, if you do not see the name of your bank then, click on ‘Add it anyway’ and now you will have to manually import the statement in Xero origination.
- Now mention the name through which you operate the software.
- If you happen to include a new account via ‘Charts of accounts’ option, then
- creating an account code is advised.
- Now choose the bank type from the options.
Also, select the card type like debit, credit or cheque, if you chose ‘others’ option earlier. - Enter your account number, and also the four digits at the back of your card.
- Select save option.
You can call Xero Technical support toll-free number+61-283173394 if you feel this process to be incompetent and avail the best services from the experts.
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