How to set up a business credit card in Xero

Annette Ferguson

Annette Ferguson

How to set up a business credit card in Xero

You can easily import and manage your business credit card in Xero. To set up the credit card, go to the Accounts tab, select Bank Accounts.

 And then from the dropdown menu of Add Bank Account, select Credit Card.

Fill in the bank name or your credit card provider. You will see if bank feeds are available. The account name is your identifies of the account.

Choose your currency and then the last four digits of your credit card number. For security, Xero doesn’t store credit card numbers. 

Managing your business credit card in Xero is as simple as managing a bank account. 

Thanks ever so much for taking the time to read my post I truly hope you’ve found it useful and insightful. If you have any questions feel free to contact us!

I am Annette Ferguson, CEO of Annette & Co. Chartered Accountant, Profit First Professional and creator of the Business Wealth Engine. We’re also SUPER social so don’t forget to follow. Here’s to your success!