How to Change the Details of Reconciled Items in Xero
- George Apostolov
How to Change the Details of Reconciled Items in Xero: step-by-step guide
On Xero's main dashboard, select a bank account.
After that, find and open the reconciled transaction that you want to edit.
Tap the statement line to proceed.
Subsequently, click 'Bill Options' in the top-right corner.
Choose 'Edit' from the choices.
Following that, tap the editable fields one by one and make your desired changes.
Once done, review your input and click 'Save' to apply the changes.
After completing these steps, the details of the selected reconciled items will be changed based on your input.
Quick answer: To change the details of reconciled items in Xero, select a bank account from the dashboard, open the transaction, tap the statement line, click 'Bill Options', and choose 'Edit'. Next, update the editable fields, review your input, and click 'Save' to apply the changes.
About this Xero tutorial
Update reconciled transaction details in Xero by selecting the bank account, editing the statement line, and saving your changes. This guide shows how to change the Details of Reconciled Items in Xero in 8 steps, starting with "On Xero's main dashboard, select a bank account" and finishing with "After completing these steps, the details of the selected reconciled items will be chan...". 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 change the Details of Reconciled Items in Xero?
8 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 Change the Invoice Template in Xero, How to Clear the Rounding Account in Xero and How to Code Donations in Xero. Last reviewed 05 Oct 2026.
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