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.
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
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.