- Connect your bank to Xero – Xero Central
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How to Set up Bank Feeds in Xero | Archimedia Accounts.Set up a Yodlee feed – Xero Central
Check disruptions to bank feeds to see if there's a known delay. Ask our community of customers, accountants and bookkeepers. Skip to main content Search icon Search Xero Central.
Overview Set up a Yodlee feed by adding your bank account in Xero, connect to online banking, then activate the feed and import transactions. The login you use during setup will be the same login you will use later to refresh the feed. You need the standard or adviser user role to add a bank account and set up a Yodlee feed. Add your account and connect to Yodlee Before you start, make sure another user of your organisation hasn't already set up a Yodlee feed for this account number.
Enter your login details for online banking. Follow the prompts to complete the connection. After you've finished After you've activated the feed and the transactions have been loaded, refresh your screen. What's next? If you need to add a bank account to Xero, this video will help. From here, simply follow these steps:. Try repeating this process, ensuring you choose the correct account.
If you have any problems, just get in touch. Learn more about how we can help you succeed with our accounting services. Call at Take a look at our guides to Xero and Dext for further details on how to set up and manage sales invoices. Plus, learn more about how our team of Nottingham accountants use the latest technology to save our clients money and boost business growth.
Skip to content. How to Set up Bank Feeds in Xero. What you need to know Connect your bank with your Xero organisation to automatically import transactions. Connect to your bank In the Accounting menu, select Bank accounts. To renew your bank feed connection: In the Accounting menu, select Bank accounts. Follow the prompts to log in to your bank and renew the bank connection.
Refresh your bank feed If you don't want to wait until the next automatic import, refresh a bank feed at any time to import the latest transactions into Xero. What's next? Check disruptions to bank feeds to see if there's a known delay. You can stop this feed in Xero or within online banking. Still have questions? Start a discussion Ask our community of customers, accountants and bookkeepers. Contact Xero support Raise a case with our support team.
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