KCS - How to Add a Code to a Xero Bank Account

Objective:

  • Update Xero account to include an account code

Environment:

  • Clio Web App

Additional Information:

Procedure:

  1. Access your Xero account
  2. Click on Settings
  3. Select Chart of Accounts
  4. Click on the name of the appropriate account
  5. Enter a unique code into the Code field
  6. Click Save
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