Troubleshooting
Troubleshooting
Troubleshooting
Home / Resources / Knowledge base / Troubleshooting / A bank account that is registered in Xero does not appear in my dashboard
Home / Resources / Knowledge base / Troubleshooting / A bank account that is registered in Xero does not appear in my dashboard
A bank account that is registered in Xero does not appear in my dashboard
For a bank account registered in Xero to appear in your dashboards, your Kiiper company must be integrated with the Xero organization and the bank account must be configured.
Therefore, the first thing you need to validate is that you are connected to your Xero organization (you can do this from the Company Settings, Integrations tab). Then go to the Bank account Management module and verify the list of banks that are pending configuration (check in the archived ones). Once you complete the bank configuration, it will appear in the dashboards (general and Xero).
For a bank account registered in Xero to appear in your dashboards, your Kiiper company must be integrated with the Xero organization and the bank account must be configured.
Therefore, the first thing you need to validate is that you are connected to your Xero organization (you can do this from the Company Settings, Integrations tab). Then go to the Bank account Management module and verify the list of banks that are pending configuration (check in the archived ones). Once you complete the bank configuration, it will appear in the dashboards (general and Xero).
Consideration:
- If you have just created the bank account in Xero, press the update button in the Bank account Management module, so that the list of banks in your accounting system is refreshed.