Resources for Xero partners

Find resources to grow your accounting or bookkeeping practice, no matter where you’re at in your Xero journey.

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Pricing plans
Get an overview of our pricing, to help you choose the best plan to get the most out of Xero.
Conversion options
Use our Conversion toolbox and Jet Convert services to help move your clients to the cloud in bulk.
Xero tips for your clients
Help get your clients set up in Xero with these helpful resources.

Reporting
Generate standard and custom reports to track financial basics for your practice.
Moving your practice to Xero
Learn how to migrate your practice and client files to Xero.
Guide for clients on inviting you into their Xero organisation
A guide for your clients on how to invite you into Xero so you can perform accounting tasks on their behalf.

Single Touch Payroll for SMBs guide
A seamless and simple payroll solution to pay staff and submit STP to the ATO. (PDF)
Project management playbook
Keep track of time, costs and project profitability within Xero. (PDF)
Partner automation playbook
See which tools you can use to automate routines. (PDF)
Expense management playbook
Track and manage expense claims with Xero Expenses. (PDF)
App advisory playbook
It can be hard to know which apps to choose. Recommend the right apps to your clients with this playbook. (PDF)
Online Payments guide
Give customers more ways to pay, reduce time spent chasing payments and help you and your clients get paid faster. (PDF)

Find your dedicated account manager
Log in to Xero HQ to find your dedicated account manager's details, under the Practice tab.
Get Xero certified
Certification is an important part of being a Xero partner. Learn how to get certified, and start the process.
Your partner program benefits
See how you can earn partner points and what benefits you unlock at each tier.
Your Xero practice checklist
Not sure where to start your Xero practice journey? Take a look at this handy checklist to find out where to begin.
Join the AU Xero community
Join our Facebook community page to stay connected with other accountants and bookkeepers, plus get the latest from Xero

Get listed in the advisor directory
As a bronze or above Xero partner, you’ll get a free listing on the Xero advisor directory to help new clients find you.
Tools to run your client events
Download a presentation template, a guide to running your own event, email templates and more.
Get a digital marketing healthcheck
Quick tips for marketing your practice. Make sure you’re showing up when potential clients search for an advisor online.