- Navigate to back your bank account in Xero and click the title of your bank account
- In the URL on the resulting page, copy the bank account ID (all characters after the = sign)
- Navigate to Salesforce, then to the corresponding fund page, edit the fund page. Navigate down to the Xero Details section and copy & paste the id into the Xero bank account ID field. Then enter the Xero Org name on the 'Xero Org' field. then Save.
