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Quick fixes 12 – How do use direct payments on Xero

  1. Go to the Bank Account and find Manage Account option;
  2. Under the New option find Spend or Receive money;
  3. Enter the amount spent, this is a direct entry and you may not see this transaction yet under Reconcile tab;
  4. Once this transaction goes through the bank, you will be able to see it under Reconcile tab, click reconcile once it appears.

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

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