- Learn how to get started using Xero.
- Learn about importing and customising a chart of accounts.
- Learn how to create a bank account in Xero and how to connect a bank feed.
- Getting started with Xero
- Preparing your getting started checklist
- Selecting the right Xero plan for your client
- Setup wizard walk-through
- Importing or editing a Chart of Accounts
- Conversion balances
- Opening purchases and sales invoices
- Setting up contacts
- Setting up tracking categories
- Connecting to the bank account
- Import bank activity
- Reconcile bank transactions
- Next steps