Xero Level 1 - Session 2: Bank Reconciliation Activity Uploads for Xero

Here are the instructions for the activity:

  1. Create two bank accounts in Xero. Name one of them: “Everyday Transaction” and name the other “Overdraft”. Use default settings for banking e.g. for BSB put 123-456 and for account number, put 123456,
  2. Then import the following files.
    1. Import the below transactions for your Everyday Transaction account:
      transaction-bank-account-import.csv (290 Bytes)
    2. Import the below transactions for your Overdraft account:
      overdraft-bank-account-import.csv (50 Bytes)

Then we’ll go through and reconcile them with the purchases you’ve inputted in today!

Next: Uploads of images that can be used as in Intro to Xero Class activity

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