How to Use Find and Recode in Xero
- George Apostolov
How to Use Find and Recode in Xero: step-by-step guide
On Xero's main dashboard, go to the top menu bar and click 'Accounting'.
Choose 'Advanced' from the list of options.
After that, select 'Find and Recode'.
Tap the 'Find and Recode' button once again to proceed.
Following that, tap the 'Filter' menu and choose your preferred option.
Subsequently, click 'Add a Condition'.
Pick one from the available choices.
Next, configure the condition based on your preference.
Once done, tap 'Search' to continue.
Tick the checkbox beside the item you wish to recode.
After that, tap 'Recode'.
Specify how you wish to recode the given fields. Simply provide your desired revisions and enter them into their respective input fields.
Once done, click 'Review'.
Tap 'Confirm' afterwards to proceed.
After completing these steps, your new inputs will be saved and applied instantly.
Quick answer: To use Find and Recode in Xero, navigate to Accounting, Advanced, and Find and Recode. Filter, add and configure conditions, and search. Select items to recode, enter your revisions, and click Review. Finally, tap Confirm to save and apply your new inputs instantly.
About this Xero tutorial
Easily update multiple transactions at once in Xero by filtering data, adding conditions, and applying bulk revisions through Find and Recode. This guide shows how to use Find and Recode in Xero in 15 steps, starting with "On Xero's main dashboard, go to the top menu bar and click 'Accounting'" and finishing with "After completing these steps, your new inputs will be saved and applied instantly". 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 use Find and Recode in Xero?
15 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 Use Remove and Redo in Xero, How to Use the Xero App on Android Devices and How to Use Xero for Small Businesses. Last reviewed 05 Oct 2026.
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