How-to

Set up a Yodlee Bank Feed in Xero

Set up a Yodlee feed to import account transactions into Xero automatically from your bank or other financial institution. To set up a Yodlee feed, add your account in Xero, connect to online banking, then activate the feed.

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Bank reconciliation in Xero

Bank reconciliation in Xero

Cash Coding in Xero

Cash Coding in Xero

Using bank rules to automate reconciliation in Xero

Using bank rules to automate reconciliation in Xero

Direct Bank Feeds in Xero

Direct Bank Feeds in Xero

Connect your bank account to Xero

Connect your bank account to Xero

Set up a Yodlee Bank Feed in Xero

Set up a Yodlee Bank Feed in Xero

Import a CSV bank statement into Xero

Import a CSV bank statement into Xero

Importing an OFX bank statement into Xero

Importing an OFX bank statement into Xero

Remove & Redo or Unreconcile a bank transaction in Xero

Remove & Redo or Unreconcile a bank transaction in Xero

The Chart of Accounts in Xero

The Chart of Accounts in Xero

Edit and import your Chart Of Accounts in Xero

Edit and import your Chart Of Accounts in Xero

Sales and online invoicing in Xero

Sales and online invoicing in Xero

Customise invoices in Xero

Customise invoices in Xero

Add Bank Details to your Invoices in Xero

Add Bank Details to your Invoices in Xero

Online Quotes in Xero

Online Quotes in Xero

Currently loaded videos are 1 through 15 of 88 total videos.