How to Do Bookkeeping in Xero
- George Apostolov
How to Do Bookkeeping in Xero: step-by-step guide
To get started, head over to the top menu bar and click 'Accounting'.
Choose 'Bank Accounts' from the list of options.
From here, you can access your bank accounts quickly and easily. Depending on your needs, you may import, reconcile, review, adjust, and manage different transactions. Simply tap the specific bank account to proceed.
As for the payment requests, navigate to the 'Business' tab.
Select 'Invoices' from the list of options.
Within this section, you're given different options to create and manage your invoices.
As for expenses due, head back to the 'Business' tab.
Pick 'Bills to Pay' from the list of options.
From here, you can easily access, add, pay, remove, and manage different bills.
As for the transaction records within your organization, go back to the 'Accounting' tab.
Tap 'Journal Report' to proceed.
From here, you can access and review all the financial transactions within your organization. You may add an entry through manual journals or make adjustments or let the system update it for you automatically.
Go through these tools if you wish to do bookkeeping in Xero.
Quick answer: To do bookkeeping in Xero, click 'Accounting' to access 'Bank Accounts' and 'Journal Report' for managing transactions. Navigate to the 'Business' tab to select 'Invoices' for payment requests and 'Bills to Pay' for handling expenses due.
About this Xero tutorial
Manage bank accounts, invoices, bills, and journal reports to handle your bookkeeping tasks efficiently in Xero. This guide shows how to do Bookkeeping in Xero in 13 steps, starting with "To get started, head over to the top menu bar and click 'Accounting'" and finishing with "Go through these tools if you wish to do bookkeeping in Xero". 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 do Bookkeeping in Xero?
13 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 Edit an Invoice in Xero, How to Edit Item Codes in Xero and How to Edit Items in Xero. Last reviewed 05 Oct 2026.
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