How to Add a Petty Cash Account in Xero
- George Apostolov
- 05 Sep 2025
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'.
Click 'Add Without Bank Feed' in the top-right corner.
Tap 'Continue' to accept the terms and proceed.
Provide the necessary account details, particularly the Bank Name, Account Name, Account Type, Account Number, and Currency of the petty cash account you wish to add. Enter them one by one into their respective input.
Once done, review your input and click 'Add Account'.
After completing these steps, the petty cash account will be added instantly.
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