An existing Xero accounting source keeps its authority when bank balances or saved activity are visible in Institution. Native accounting import requires the company to be configured for Institution Books through the supported setup process.
- Open the company’s book settings and identify the current accounting source.
- Review the bank panel’s setup explanation. If it says the books have an existing accounting authority, resolve that source choice before attempting native import.
- If you are switching sources, follow the connection and removal requirements shown for the company, then recheck status.
Do not disconnect and reconnect banks solely to make a native import control appear. The accounting source is a company-level decision, and connection authorization does not replace it.
Keep historical records consistent
Document the period and balances that belong to the existing books before any source change. Available bank history can differ from the period already recorded in Xero, so a new feed alone is not evidence of complete opening coverage.
If access is blocked, send support the selected company, current source and exact message. Explain whether you want ongoing Xero support or an intentional transition to Institution Books. That lets the issue be investigated without assuming the wrong accounting destination.
Was this article helpful?
Tell us whether this answered the question you came with.