How to Code Donations in Xero
- George Apostolov
How to Code Donations in Xero: step-by-step guide
On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.
Choose 'Chart of Accounts' from the list of options.
After that, click 'Add Account'.
Provide all the necessary details related to the donation account you want to add. Enter them one by one into their respective input fields.
Once done, click 'Save' to proceed.
After completing these steps, the new account will be created and saved. You can now use its code when recording your donations.
Quick answer: To code donations in Xero, navigate to Accounting, select Chart of Accounts, and click Add Account. Fill in the necessary details for the donation account, then click Save to create the new account and use its code for recording donations.
About this Xero tutorial
Set up a donation account in Xero by navigating to the Chart of Accounts, entering your account details, and saving your new code. This guide shows how to code Donations in Xero in 6 steps, starting with "On Xero's main dashboard, head over to the top menu bar and click 'Accounting'" and finishing with "After completing these steps, the new account will be created and saved. You can now us...". 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 code Donations 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 Connect PayPal to Xero, Salesforce xero integration and How to Connect Stripe to Xero. Last reviewed 05 Oct 2026.
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