How to Archive a Bank Account in Xero
- George Apostolov
How to Archive a Bank Account in Xero: step-by-step guide
On Xero's main dashboard, go to the top menu bar and click 'Accounting'.
Choose 'Chart of Accounts' from the list of options.
After that, find the bank account you wish to archive and then tick the checkbox beside it.
Tap 'Archive' to proceed.
Subsequently, click 'OK' to confirm your request.
After completing these steps, the selected bank account in your Xero workspace will be archived.
Quick answer: To archive a bank account in Xero, navigate to Accounting from the top menu, select Chart of Accounts, tick the checkbox next to the desired bank account, tap Archive, and click OK to confirm your request.
About this Xero tutorial
Successfully archive unwanted bank accounts in your Xero workspace by selecting the account from your Chart of Accounts and confirming. This guide shows how to archive a Bank Account in Xero in 6 steps, starting with "On Xero's main dashboard, go to the top menu bar and click 'Accounting'" and finishing with "After completing these steps, the selected bank account in your Xero workspace will be...". 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 archive a Bank Account in Xero?
6 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 Assign a Bill to a Project in Xero, How to Assign an Invoice Item to a Project in Xero and How to Back Up Xero Accounting Data. Last reviewed 05 Oct 2026.
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