How to Add an Account in Xero

Quick summary

Adding an account in Xero means navigating to the Chart of Accounts and filling in key details like Account Type, Code, Name, Description, and Tax. Once saved, the new account is immediately available in your Xero general ledger.

Steps

1. On Xero's main dashboard, head to the top menu bar and click Accounting.
2. Select Chart of Accounts from the dropdown list of options.
3. Click the Add Account button on the Chart of Accounts page.
4. Fill in all required fields, including Account Type, Code, Name, Description, and Tax.
5. Review your entries, then click Save to apply the changes.
6. Your new account will now appear in Xero's Chart of Accounts.