Quick summary
Reconciling a refund transaction in Xero takes just a few clicks from the bank account dashboard. Select the refund under Account Transactions, use the Options menu, and confirm with Mark as Reconciled to instantly update your records.
Steps
- On Xero's main dashboard, find and select a bank account.
- Browse the list under Account Transactions and choose the refund transaction you wish to reconcile.
- Tap Options at the top-right corner.
- Click Mark as Reconciled from the dropdown menu.
- Click Mark as Reconciled one more time to confirm your request.
- The selected refund transaction will be reconciled instantly.
