Xero Bank Accounts - How to Set Up a Bank Account and Automatic Feed in Xero

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  • Опубліковано 22 гру 2024

КОМЕНТАРІ • 12

  • @mark-and-trina
    @mark-and-trina  2 роки тому

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  • @Chris-xu6wy
    @Chris-xu6wy 4 місяці тому

    hello great video thanks, if you have a business bank account in australia, do you have to send all money to xero or can you keep some income in a seperate profit account and seperate tax account ? also can the automatic bank feed through xero be linkt to only your allocated expenses account and keep profit and tax seperate? thanks

  • @calebchilufya5485
    @calebchilufya5485 4 місяці тому

    What about users in other regions i.e Africa what options are there to link with there local banks ?

  • @Amy-px4uh
    @Amy-px4uh 2 роки тому

    Hi Mark,
    Thank you very much for those excellent videos as I have been watching them every day. Could I please have a question?
    I have a friend who has just started his business a couple of month ago, and he had used few different personal bank accounts for all purchaseing befor he opened the business bank account. How should he record these old bills? As he will no longer use personal bank accounts.Thank you very much for your time.
    Amy

    • @mark-and-trina
      @mark-and-trina  2 роки тому

      I just released some videos on this channel over the last two weeks demonstrating how to account for business expenses paid for with personal money. Check out the latest videos and hopefully you'll find what you need. Thanks for your kind works too :)

  • @jamesperkins1699
    @jamesperkins1699 6 місяців тому

    Hi, I added my bank accounts and started the automatic feeds. I made an error and started the transactions import starting from June 1 but i should have started from my tax year which is 5 April. Is there anyway I can get the feeds to import for April and May? Any help would be appreciated.

    • @mark-and-trina
      @mark-and-trina  6 місяців тому

      You'll need to manuallu upload the missing transactions.

  • @DavidRyan-k7f
    @DavidRyan-k7f 3 місяці тому

    How can you connect a Commbiz account to Xero? I keep getting taken to the CBA personal login page but I need the Commbiz login. Is it possible to link a Commbiz account to Xero?

    • @mark-and-trina
      @mark-and-trina  2 місяці тому

      If you call the bank they'll help you.

  • @Albinoni7
    @Albinoni7 2 роки тому

    I have connected my NAB Business Bank Account to XERO and all done, but to say the least this is not working for me. In XERO I went to Accounting, Bank Accounts and my NAB Account Showed up. There I clicked on Get Bank Feeds button (in green), when I do this it takes me to another page that shows me how to setup Bank Feeds In NAB, in there I follow the instructions on how to setup bank feeds to NAB, still no luck and it tells me in my NAB account to go to profile and settings, internet settings than click on setup XERO feeds, non of that is there.

    • @mark-and-trina
      @mark-and-trina  2 роки тому

      You may have to give NAB a call. I had to do that once when connecting NAB to Xero. They were very helpful. Let me know if you have any luck.

    • @Albinoni7
      @Albinoni7 2 роки тому

      @@mark-and-trina Sorry for late reply all fixed now, also have my PayPal business account connected to it, I am still learning the curves of XERO but getting there, new to it. Take care.