Barclays Bank Plc Xero

Connect your bank with your Xero organisation to automatically import transactions. You’ll need to be registered for online banking to make the connection between your bank and Xero.

Once you’ve connected your bank to Xero, your transactions will automatically import into Xero twice daily. 

You don’t need to manually refresh the bank feed for your transactions to import. You can choose to share up to 12 months’ worth of historical transactions initially.

Eligible account types

  • Business current, savings, foreign currency
  • Personal current, savings, foreign currency
  • Corporate current, savings, foreign currency
  • Wealth current and savings

If your account type isn’t eligible for a feed, you can manually import your bank statements.Connect to your bankRefresh your bank feedResolve issues with your feed

Connect to your bank

  1. In the Accounting menu, select Bank Accounts.
  2. Click Add Bank Account.
  3. Start typing Barclays, then select from the list depending on your account type.If your bank account type doesn’t appear in the list, click the link in the message that appears. This means there are no feeds available for this bank, so you’ll need to manually import bank statements into the account.
  4. You’ll be taken to your bank to log in, enter your online banking credentials and any multi-factor authentication required.
  5. Select the accounts you want to share with Xero and complete the sharing steps before you are redirected back to Xero.
  6. Check the right bank accounts have been selected. Choose a different bank account if necessary, or add a new account.
    Match your Xero accounts with your bank accounts and click Continue
  7. Confirm the date you’d like your transactions to start from. You can import up to 12 months’ worth of transactions. For bank accounts already in Xero, this will default to the last transactions imported into the account and there is no need to change it.
  8. Click Finish.

90 day authentication

For enhanced security, EU standards require these direct feeds to be renewed every 90 days. You’ll see a notification on your dashboard when it’s time to renew the connection.