Bank feeds are the heart of Xero. Master the ins and outs of the Xero bank feed and learn about integrated apps that make the process automatic and straightforward in this informative webinar. 

Attendees will learn the basics of setting up a bank feed, ensuring it is in balance with the bank, making corrections, importing statements, and reconciling transactions and bank statements. Jay Kimelman, Founder and CEO of The Digital CPA, will also share his secrets to building efficiency utilizing the Xero bank feed.

Learning Objectives:

• Present how to effectively set up bank feeds in Xero


• Determine if your bank feed is in balance with the bank and how to correct if any are out of balance


• Determine when it is more efficient to import a bank statement versus a bank feed


• Recognize when to use bank rules and how to set up rules effectively 


• Identify banking options that remove friction for the business owner and the accounting professional


• Evaluate when to use automation to build efficiency in your bank transaction reconciliation