---
title: Managing Bank Accounts (Xero)
slug: mufg/managing-bank-accounts-xero
description: Learn how to manage your account balances and transactions by viewing them in FISPAN sync and importing them into QBO.
docTags: GAkfyFvfFF-4ib3RkiQ33
createdAt: 2022-09-08T16:37:00.000Z
---

FISPAN Sync connects your accounting system directly to your bank, providing a single view for cash management and the reporting of bank accounts. Follow this guide to learn about the Cash Management product and how to use the Reporting features to import bank accounts into Xero.

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## View Balances & Transactions

Follow these steps to view and export your bank account Balances and Transactions using FISPAN Sync.

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### Navigate to Balances and Txns.

From anywhere in FISPAN Sync, select **Balances and Txns.**

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:::

:::WorkflowBlockItem
### View Balances & Transactions

Go to the Balances page to see your balance information, where you can filter it by Currency.

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You can also use the filters to view transactions over specific timeframes, such as weekly, monthly, or a custom range. Details include previous day, intraday, and near real-time transaction information for your in-scope accounts, sourced directly from your bank.

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You can also select a transaction to view further details, such as the description.
:::
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***

# Import the Transactions into Xero

Now that the transactions have been saved on your computer, you can upload them to your Xero.

To do so, start by logging into your Xero account.

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After logging into Xero, select **Accounting **→ **Bank Accounts**

On the Bank Accounts page, locate the bank account which you would like to import transactions for.

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On the top right corner, select **Manage Accounts** → **Import a Statement**

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Select **Browse** and select the file you exported from FISPAN Sync.

After doing so, select **Import.**

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Your transactions have now been imported into Xero, and you can now reconcile your transactions.

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/lJMCBPT3co-2P48NF32i5_image.png" size="80" width="800" height="400" caption="Reconcile Transactions" position="center" darkWidth="800" darkHeight="400" showCaption="true"}