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How to Reconcile Credit Card Payments in Xero



Guide

  1. On Xero's main dashboard, find and open a credit card account.

  2. After that, go over the list under Account Transactions and select the payment transaction you wish to reconcile.

  3. Tap the 'Options' button 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 credit card payment transaction will be reconciled instantly.

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