Once linked, your bank transactions can be imported with just a click of the refresh button. This is done either via a third party service called Yodlee, or directly with your bank. Recording bank transactions on Xero is easy and almost a pleasure! You can link Xero to almost any bank account to create a bank feed. This makes sure the relevant accounts are available such as dividends instead of drawings for companies. However, a chart of accounts can be imported, and that’s what we do when setting up our clients on Xero for free. So a few self-starters may end up with a few accounts missing and a few that are not relevant. These differ quite a lot depending on whether you are a company, partnership or sole trader. Unfortunately, at the time of this Xero review, it doesn’t offer a choice of tailored sets or charts of accounts. This is a great feature and a lot of our clients have done this perfectly well without any of our help. Where other software launches you straight in, Xero reviews your signup details then takes you step by step through the settings tailored for you, so that you don’t miss anything.
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