Skip to content
TrackPodcasts
businessFeb 3, 20259:02pending

185 ⎸ Correcting Bank Balances in Xero

About this episode

Send us Fan Mail

In this video I’m demonstrating how to adjust bank balances when you’re cleaning up a Xero bank reconciliation. We’ll cover:

  • spend money transactions
  • receive money transactions
  • manually reconciling transactions
  • conversion balances (adjusting the beginning balance)


Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba

Become a Bookkeeper using Xero: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)

Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist

Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard

Don’t want to manage your own books in Xero?

Become a Client: ofcoursebookkeeping.com/contact

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa


Podcast Publishing Tools we use:


Join the next free training >

Get access to the Dubsado Decoded Private Podcast Series here>>

Get every episode summarized

Each time The Ambitious Bookkeeper Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

185 ⎸ Correcting Bank Balances in Xero

The Ambitious Bookkeeper Podcast

0:00
9:02

More episodes

More from The Ambitious Bookkeeper Podcast

View all episodes →