How to setup bank account in Xero

While integrating Jim’s Jobs with Xero, bank accounts are imported from Xero. There could be issue occurs if the bank account is not setup correctly.

Before you start the integration process, please make sure your bank accounts in Xero have code setup for them. The code can be setup in Chart of accounts page in Xero.

Select your bank accounts, check if the code has been specified.

If you don’t see code in the Code column, click on the bank account to add in a code. If you’re not sure about how to do it, please consult your accountant.

If you only notice this issue after you have done the integration, please go ahead to add the code for the bank accounts and inform us with the code and bank account name, we can help you fix them for you.