# How to Reconcile a Refund in Xero

> To reconcile a refund in Xero, select a bank account from the main dashboard, choose the refund transaction under Account Transactions, tap Options, click Mark as Reconciled, and confirm by clicking Mark as Reconciled again to instantly reconcile the transaction.

Canonical: https://livedemo.ai/tutorials/how-to-reconcile-a-refund-in-xero/
Apps: Xero
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4b9aab56e05a00ff6f52/preview?step=1

## Steps

1. On Xero's main dashboard, find and select a bank account.
2. After that, browse the list under Account Transactions and choose the refund transaction you wish to reconcile.
3. Tap 'Options' at the top-right corner.
4. Subsequently, click 'Mark as Reconciled'.
5. Click 'Mark as Reconciled' one more time to confirm your request.
6. After completing these steps, the selected refund transaction will be reconciled instantly.