The Ambitious Bookkeeper Podcast

185 ⎸ Correcting Bank Balances in Xero


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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:

  • Podcast Editing: Sabr Media LLC
  • Descript (affiliate link)
  • Buzzsprout (affiliate link)


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The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

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