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Bank Reconciliation for Beginners

Video series



Learning objectives

Reconciling your bank account can be one of the most important things you do for your business. We'll help you understand why this is and how this one beautiful feature can help you set your business up for success.

Course outline

    • Why reconciliation
    • Setting up your bank and credit card accounts
    • Reconciling accounts in Xero
    • Reviewing your work

Pre-course preparations

If you have not already set up your Xero organization, we recommend taking either "Setting Up Xero Step by Step" or "QuickBooks® Conversion" prior to starting this course.

Topics covered

  • Bank
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