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Implementing Xero Step by Step

Self-paced learning
Launch course

3 Advisor credits


Learning objectives

  • 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.

Course outline

    • 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

Topics covered

  • Settings

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