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Guides for Xero newbies

Posted 12 years ago in Xero news by Catherine (OG)
Posted by Catherine (OG)

I was asked by someone the other day where they should start with Xero as they’d been using a spreadsheet to keep rough balances and needed to work out in ‘accounting jargon’ how to start recording actual transactions in Xero. So I put together this quick guide, specifically aimed at people who have not been using another accounting system. Our demo company guide, 10 things you can try with the Demo Company is already very popular for experimenting with our dummy data, and this new guide takes things one step further with tasks and actions in your own organisation.

We also have a more in-depth Getting Started Guide which steps you through our Setup Wizard when you’ve first added your organisation to Xero. This is useful whether or not you’re using an accounting system already and allows you to set up Xero with as little or much information you have to hand about your organisation. Once you’ve got your organisation set up in Xero, you can start entering transactions and invoices – and if you’re not sure what these are or where to start, hopefully the new quick guide will help.Once you’re underway with Xero you might also like to refer to our guide Running a business which gives examples of set up, daily, weekly and monthly tasks you can do to run your business in Xero.

Sometimes we’re asked if Xero is right for certain businesses. Xero suits a wide range of small and medium businesses and the best way to find out if it’s right for you is to sign up for free and use our trial to enter and manage your real data for a period of time. Use the guides referred to above to help you get a good basic range of data into Xero, process and reconcile it, and report on it – this is the best test for seeing if Xero suits your business.

If you’re new to Xero and there’s nothing in these guides that helps you as you start with Xero, or if you’re an  established user with Xero as your first accounting system and have any advice to share, please let me know and I’ll add to the guides as necessary.

4 comments

Penny Fuller
March 18, 2020 at 1.37 am

Your guide has not helped me at all.
I don’t know how to key in data. I don’t issue invoices. I just want to list expenses and put them into 3 different categories.
I work for a simple non profit making charity that has expenses. I usually work with spreadsheets so am not use to reconciliations or journals.

Beeny Atherton in reply to Penny Fuller Xero
March 18, 2020 at 11.54 am

Hi Penny, sorry to hear that you didn’t find the post helpful. You may find our Learning hub on Xero Central useful because it contains a range of resources to help you get up to speed on Xero – you can find it here: https://central.xero.com/s/learning. You can search for specific topics that you would like help with. We also have a fantastic support team that can give you a hand – simply raise a ticket via this link -> http://support.xero.com. Hope you find that more helpful. Cheers, ^BA

PAMELA MARSHALL
April 9, 2020 at 8.43 pm

I have just started with a new company who use your software. I am trying to find the purchase and sales ledger reports. I want to view these to check the status of each account. At the moment I cannot find out how to do this. I have gone onto the help desk and it says to expect a response in 20 yes 20 hours.

Beeny Atherton in reply to PAMELA MARSHALL Xero
April 22, 2020 at 10.01 am

Hi Pamela, hopefully you have now heard back from our Support Team who has given you a hand. If you are still a little stuck, please get back in touch with us.

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