Quick summary
Reconciling credit card payments in Xero takes just a few clicks — open your credit card account, select the target payment transaction, and use the Mark as Reconciled option to instantly update its status. This process keeps your bank records accurate and your books audit-ready without manual data entry.
Steps
- On Xero's main dashboard, find and open a credit card account.
- Review the list under Account Transactions and select the payment transaction you wish to reconcile.
- Tap the Options button at the top-right corner of the transaction view.
- Click Mark As Reconciled from the options menu.
- Click Mark As Reconciled one more time to confirm your request.
- The selected credit card payment transaction will be reconciled instantly.
