Xero Reconciliation: How to Reconcile and Fix Errors in Xero

Join Bizdom for a practical, hands-on Xero training session led by Ashleigh Ritchie, our experienced Client Manager. This workshop will help you master bank reconciliation in Xero, so you can save time, avoid costly mistakes, and feel confident your financial records are accurate.

What You’ll Learn

• Different methods to reconcile transactions in Xero, including Match, Create, Transfer, and Discuss

• How to correct reconciliation errors effectively

• How to use the Reconciliation Report to pinpoint and resolve variances

• How to create, edit, and manage Bank Rules for streamlined processing

• How to set up and activate Bank Feeds for automated transaction imports

Why Attend

If you’ve ever struggled to get your Xero reconciliation to balance or worried you’ve “messed something up,” this session is for you. You’ll walk away with:

• A clear, step-by-step process for reconciling efficiently

• Confidence to correct errors in Xero without fear of breaking your accounts

• Time saving shortcuts to make reconciliation quicker and more accurate

• A better understanding of how reconciliation impacts your financial reporting

How to Join

You can attend in person at Bizdom’s Napier office or join online from anywhere in New Zealand.

Whether you’re a business owner, bookkeeper, or admin professional, this workshop will help you take control of your reconciliations and ensure your numbers always add up.

Don’t miss this opportunity to level up your Xero skills, register today to secure your spot.