When you first come on as a client to Virtual Heights Accounting, we may set you up on Xero for your bookkeeping.
The first thing you will be asked to do is connect your bank and credit cards in Xero. We do this so that only you have your bank and credit card login details. Virtual Heights Accounting does not have access to this information.
Connecting the bank accounts and credit cards is a one time task. However, in Canada, the bank feeds are still fairly “finicky” which means you may have to “refresh bank details” from time to time and re-enter your credentials. You can do this from the dashboard by clicking the red button by the bank account that needs to be refreshed.
If you are just getting set up. Follow the steps in this video for the initial connection of your bank account to Xero.