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Setting up Xero: Step by Step

Video series



Learning objectives

So, you've decided to make the move to Xero! This is a series of quick videos, which will walk you through the most important areas of setting up your organisation, either from scratch, or moving your data from another platform.

  • Learn how to setup Xero
  • Understand the option to use a conversion service
  • Learn the value of working with an adviser

Course outline

    • What we'll cover
    • Fast-track conversion service
    • Adding the Chart of Accounts
    • Understanding conversion balances
    • Entering purchases and sales
    • Importing and adding contacts
    • Tracking categories
    • Adding your bank accounts
    • Importing and reconciling bank transactions
    • Connect Xero to your bank
    • Add ons
    • Working with an Advisor

Topics covered

  • Conversion
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