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Introduction to Xero HQ

Live webinar

Free

30 MINUTES

Learning objectives

Introductory course to explore the Xero Partner Program and software provided as a benefit. This quick overview will provide essential tools for your practice to excel as a Xero Partner.

Course outline

    The Introduction to Xero HQ covers:
    • Setting up Alerts for your client base
    • Accessing Free Practice Org & Demo Company
    • How to add and access Xero and non-Xero clients
    • How to add Staff to Xero HQ
    • How to communicate directly with your clients through Xero Ask
    • Accessing management report templates
    • Accessing a snapshot of our your clients Industries, Apps and Banks
    • How to access support in Xero
    • Certification and other Education Tools
    • Benefits of the partner program

Topics covered

  • Xero HQ
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