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Connecting Xero to your Bank Account

Self-paced learning
Launch course

2 Advisor credits


Learning objectives

  • Learn how to set up your Bank Accounts in Xero
  • Cover how to set up bank feeds
  • Find out where to learn more about bank feeds

Course outline

    • Introduction to banking in Xero
    • How to add a bank account
    • Bank feeds
    • Yodlee Bank Feeds
    • Troubleshooting CSV file
    • Conclusion

Topics covered

  • Bank
  • Settings

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