Help clients jump to the cloud

Impress clients with your expertise in setting them up for success. Show them how to customise invoices, import chart of accounts, set up bank reconciliation, plus payroll and super.  

 

 

 

Helping your clients make the jump into the cloud might seem a little daunting at first. So in this video, we cover the best way to bring clients to Xero, helping them feel comfortable and confident.

Set up a new client

Getting started with Xero

Once your client’s ready to jump into the cloud, this video’s a good watch. Or take a look at our best practice guide for setting up a new Xero organisation.

Setting up a new client in Xero

Get your clients’ Xero journey off to a great start. And make sure their information is correct by reviewing their client settings.
2 Advisor Credits

Explore Xero features

Now your client is set up, see how they can create and send their first invoice, connect and reconcile their bank account and add contact details of their customers and suppliers.

Import your clients data

Import chart of accounts

The right account code for your client makes all the difference. Learn more about Xero’s chart of accounts components and customisation with our handy help centre guide.

Review starting balances

Make sure your client’s converted with the correct opening balances. Verify their conversion balances and review the accuracy of data within reconciliation reports.
2 Advisor Credits

Import contact list

See how you can import a list of your clients suppliers and customers from their old system. Check out our help centre article for a step-by-step guide.

Reconcile bank accounts

Connect your bank account

Give your client instant value by setting up their bank feed in Xero. For a step-by-step guide, have a read of this help centre guide.
2 Advisor Credits

Bank reconciliation in Xero

With bank feeds set up, save hours on your admin by performing bank reconciliations. Find out more with our help centre guide.

Automate with bank rules

Automatically categorise your daily business costs with bank rules. Check out our help centre guide for more.

Customise invoices and setup payroll

Customise invoices in Xero

Make your clients’ invoices look the part by uploading their logo and adding a few extra touches. Need more info? Check out our help centre guide.

Get started with payroll in Xero

Xero has all the tools your client needs to process payroll, manage leave, timesheets and pay superannuation. Get started with our help centre guide.