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Quick Fixes 31 – How to add a credit card account on Xero

  1. Go to “Accounting” → Click Bank Accounts
  2. Click “Add Bank Account”
  3. Select your country (e.g., United Kingdom)
  4. Choose your bank (e.g., HSBC Business)
  5. You can either connect your bank feed or skip this step
  6. Enter Account Name (e.g., HSBC Credit Card)
  7. Under Accounting Type, select Credit Card
  8. Enter last 4 digits (for reference) If needed, select the currency of the account
  9. Click “Save and Continue”

I hope you found this tutorial helpful! You can watch a video tutorial below.

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