How to Add a Bank Account in Xero
- George Apostolov
How to Add a Bank Account in Xero: step-by-step guide
On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.
Choose 'Bank Accounts' from the list of options.
After that, click 'Add Bank Account'.
Choose your bank from the given options. Alternatively, search for your bank if it's not included in the default list.
Following that, tap 'Agree and Continue'.
Provide your online banking login credentials. Enter them into their respective input fields.
Finally, click 'Next' to confirm your request and have the selected bank account added to your Xero organization.
Quick answer: To add a bank account in Xero, navigate to Accounting on the dashboard, select Bank Accounts, and click Add Bank Account. Choose your bank, tap Agree and Continue, enter your online banking credentials, and click Next to confirm the addition.
About this Xero tutorial
Connect your bank account to Xero quickly by selecting your bank, entering your online banking credentials, and confirming the setup. This guide shows how to add a Bank Account in Xero in 7 steps, starting with "On Xero's main dashboard, head over to the top menu bar and click 'Accounting'" and finishing with "Finally, click 'Next' to confirm your request and have the selected bank account added...". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to add a Bank Account in Xero?
7 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Add a Credit Card to Xero, How to Add a Credit Note in Xero and How to Add a Discount to an Invoice in Xero. Last reviewed 05 Oct 2026.
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