How to Refresh the Bank Feeds in Xero

Updated on:

May 12, 2026

By:

Use this interactive demo to learn how to manually refresh bank feeds in Xero.

Quick summary

Refreshing your bank feed in Xero ensures your bank transactions are up to date directly from your dashboard. This process takes just two clicks using the More Options menu on any connected bank account.

Steps

On Xero's main dashboard, find the bank account you want to refresh and click its corresponding More Options button.
Under Bank Feeds, tap Refresh Bank Feed to trigger the update.
Once completed, the bank feed of the selected account will be refreshed instantly.

📌 Why this matters

Keeping bank feeds current in Xero is essential for accurate bookkeeping and real-time financial visibility. When bank transactions fail to sync automatically, manually triggering a bank feed refresh ensures your reconciliation records stay up to date without delay. This feature helps accountants and business owners avoid discrepancies caused by stale transaction data. Knowing how to refresh bank feeds in Xero directly from the dashboard saves time and reduces errors in day-to-day financial management.

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