Home Xero training Blog Contact About

How to Do the Bank Reconciliation in Xero App?

 

This tutorial is about the Xero App, which is the app version of the cloud-based Xero accounting software.

This tutorial provides an overview of the bank reconciliation process in the Xero App.

 

 

 

Takeaway

Bank reconciliation in Xero app is not different to that in the web-based Xero. You can match transactions, create a new one, set up a transfer between the bank accounts and add a note. As always, my main piece of advice here is: don't automatically hit OK when you see the green highlight. Check it and review it, as Xero might have picked an incorrect match.  

 

Good luck with the Xero App!

I believe in You: you're a champion 🏆

 

PS: If you'd like to learn more about the Xero App's functions, please check out the other blog posts on Xero App by 👉 CLICKING HERE.

Hi, I'm Kristy

I'm passionate about empowering entrepreneurs like you to unlock their pathway to financial success. I help you have accurate financial data that you can trust and use in your decision-making process to ensure you achieve your financial goals.
My zone of genius is cleaning up messy, disorganised, and out-of-balance financial accounts and getting them into shape again.
More about me

Categories

Anything to add? 👇

Latest from the Blog

Is it hard to do bookkeeping for your own business?

7 Consequences of Neglecting Your Bookkeeping

How to Do the Bank Reconciliation in Xero App?

Disclaimer: The Bookkeeping Made Easy Blog is published for informational and general educational purposes only. All blog posts are general in nature and based on my personal opinion and experience. Anything you read in this blog should NOT be considered professional advice of any sort. The posts are based on rules and regulations current at the time of writing; hence, older posts may not reflect the current rules and regulations when the reader reads the post. My thoughts and opinions will also change from time to time as I learn and experience new things in my life. Please be advised that due to the nature of the blog, there’s no warranty that it may not contain any errors. This page may include affiliate links. If you click through and purchase, I may receive a small commission at no additional cost to you. I only recommend tools I use and love. For more details, please refer to Terms and Conditions.