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How to Refresh the Bank Feeds in Xero

  • George Apostolov


How to Refresh the Bank Feeds in Xero: step-by-step guide

  1. On Xero's main dashboard, find the bank account you want to refresh and click its corresponding 'More Options' button.

  2. Under Bank Feeds, tap 'Refresh Bank Feed'.

  3. After completing these steps, the bank feed of the selected bank account will be refreshed instantly.

Quick answer: To refresh your bank feeds in Xero, locate the desired bank account on the main dashboard and click the More Options button. Next, select Refresh Bank Feed under Bank Feeds to update the account's transactions instantly.

About this Xero tutorial

Instantly update your financial data in Xero by refreshing your bank feeds directly from the main dashboard with just a few clicks. This guide shows how to refresh the Bank Feeds in Xero in 3 steps, starting with "On Xero's main dashboard, find the bank account you want to refresh and click its corre..." and finishing with "After completing these steps, the bank feed of the selected bank account will be refres...". 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 refresh the Bank Feeds in Xero?

3 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 Refund a Paid Invoice in Xero, How to Remove a Bank Account From the Dashboard in Xero and How to Remove and Redo Multiple Transactions in Xero. Last reviewed 05 Oct 2026.

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