Quick Fixes 22 – How to add references from invoices on the reconciliation tab on Xero

1. Find the Invoice – Identify the sales invoice (e.g., Invoice 37) with a reference (e.g., P-O CRM08 12).
2. Prepare the Bank Statement CSV – When uploading a CSV file to Xero, ensure the Reference column is correctly mapped to the reference field in Xero.
3. Upload the Statement – Import the bank statement into Xero with the reference included.
4. Check the Bank Reconciliation – After uploading, the reference will appear alongside the invoice number in the bank transactions.
5. Match the Payment – Xero will automatically find and match the invoice to the payment, making reconciliation easier!

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

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