Quick summary
Reconciling a money received transaction in Xero keeps your bank records accurate by matching incoming payments to their corresponding entries. This process takes just a few clicks using the Mark as Reconciled option inside any bank transaction view.
Steps
- On Xero's main dashboard, select a bank account to view its transactions.
- Choose and open the money received transaction you wish to reconcile.
- Tap the Options button in the top-right corner of the transaction view.
- Click Mark as Reconciled to proceed with the reconciliation.
- Click Mark as Reconciled one more time to confirm your request.
- The selected money received transaction will be reconciled instantly once confirmed.
