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Connecting to Your Bank Account

Video learning



Learning objectives

  • Learn about connecting Xero to your bank account
  • Learn about thre different types of Bank Feeds
  • Learn How to setup a bank account

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

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