How to Reconcile a Money Received Transaction in Xero
- George Apostolov
How to Reconcile a Money Received Transaction in Xero: step-by-step guide
On Xero's main dashboard, select a bank account.
Choose and open the money received transaction you wish to reconcile.
After that, tap the 'Options' button in the top-right corner.
Click 'Mark as Reconciled' to proceed.
Subsequently, click 'Mark as Reconciled' one more time to confirm your request.
After completing these steps, the selected money received transaction will be reconciled instantly.
Quick answer: To reconcile a money received transaction in Xero, select a bank account from the main dashboard, open the desired transaction, tap the top-right 'Options' button, click 'Mark as Reconciled', and confirm by clicking 'Mark as Reconciled' again to instantly reconcile the transaction.
About this Xero tutorial
Quickly reconcile a money received transaction in Xero by opening the entry from your bank account and using the options menu to confirm. This guide shows how to reconcile a Money Received Transaction in Xero in 6 steps, starting with "On Xero's main dashboard, select a bank account" and finishing with "After completing these steps, the selected money received transaction will be reconcile...". 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 reconcile a Money Received Transaction 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 Reconcile a Refund in Xero, How to Reconcile a Reimbursement Transaction in Xero and How to Reconcile Credit Card Payments in Xero. Last reviewed 05 Oct 2026.
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