Here are the instructions for the activity:
- 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,
- Then import the following files.
- Import the below transactions for your Everyday Transaction account:
transaction-bank-account-import.csv (290 Bytes)
- 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!