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Attention all Xero partners: Staying certified is now easy

Posted 1 year ago in Advisors by Ashley Driver
Posted by Ashley Driver

If you’re a Xero partner, you’ll be happy to know that keeping your advisor, payroll or migration certification current is now a whole lot easier.

We spoke with many accountants and bookkeepers for feedback on the process. They told us that while the initial certification courses gave them the Xero skills and knowledge to serve clients well, renewing that certification each year was confusing and very time-consuming. We’ve listened and have streamlined the process.

Here’s how staying certified now works

  • Every quarter, you’ll get an invite to a product update webinar.
  • Watch the live or recorded webinar, answer 5 knowledge-check questions correctly, and you’ll earn 5 advisor credits.
  • Successfully complete all four courses for the year and you’ll have the 20 credits you need to stay certified.

That’s it. No more guessing which Xero U courses are best or trying to fit them into your busy schedule. There will be quarterly product update courses for the Xero advisor, Xero payroll and Xero migration certifications, and the same renewal process applies to each.

We’ll let you know when each quarterly update is coming and what to do if your expiry date is near. Track your courses and credits anytime on your education dashboard.

You can still do other Xero U courses to earn credits too. Look for courses that offer ‘advisor credits’, ‘migration credit’ or ‘payroll credits’ depending on which certification/s you have. Complete them successfully and the credits will go towards your total.

If your certification does expire

If you don’t earn your 20 credits over the year, there will now be a 30-day window in which you can catch up on your courses so that you don’t have to take the full certification course again.

Watch the advisor product update course on 1 August

The first quarterly webinar for the Xero advisor certification will be on 1 August. It’ll cover a number of upcoming improvements that will make it easier to set up and find things in Xero, and get to the tools you and your clients use most often.

The first Xero payroll certification quarterly update will be during the 2nd week of August and the first Xero migration certification webinar will be in October.

Certified partners will get a reminder email three weeks before each webinar.

For more information and to register for your next product update course, see advisor updates, payroll updates or migration updates.

This new renewal process has been designed to save you time and give you information that’s really useful for building your Xero expertise. We look forward to your feedback.


July 17, 2018 at 3.50 pm

Will I still have to listen to each webinar several times in order to keep my accreditations which are linked to the various email addresses I use for the Xero Partners I contract to?
It is very time consuming to stay certified when you work with several organisations and doesn’t make any sense to me.

Joanne Tait in reply to Julia Xero
July 23, 2018 at 9.52 am

There’s no need to watch a quarterly webinar for each practice. In this scenario we recommend you to watch the quarterly webinar once along with the knowledge check and then just complete the subsequent short 10-minute knowledge checks for any other practices for whom you maintain the certification for.

Jackie Connor
July 18, 2018 at 3.48 pm

Great idea :), it could only be better if I didn’t still have to do two certifications – one for my own tax practice and one for where I work. At least now it will be quicker 🙂

Joanne Tait in reply to Jackie Connor Xero
July 23, 2018 at 9.51 am

Thanks for the feedback. We believe this will make staying certified simpler too and will ensure you’re able to stay up to date with new and exciting changes and features Xero releases each quarter. You might also be happy to know that there is no need to watch each quarterly webinar multiple times – instead you can watch it once and then complete the knowledge check for each Practice you maintain the certification for.

July 18, 2018 at 4.06 pm

If you are unable to attend the live webinar, will there be a recording of the quarterly update that we can watch and do the test?


Keith Gormezano
July 28, 2018 at 5.27 am

Will the webinars be close captioned in accordance with the Americans with Disabilities Act for those of us who are hard of hearing?

Dina Veljanovska in reply to Keith Gormezano Xero
August 24, 2018 at 10.15 am

Hi Keith

As the webinars are delivered live, it’s difficult to provide closed captioning at the event. We have started to add closed captioning to the recording in some regions, with a view to rolling this out across all our quarterly updates. In addition to this, we’re looking to produce a downloadable asset which contains all the important information included in the update.

We have also started to include closed captioning, or a downloadable transcript for all non-live videos we produce across our content. You can find these across our education content or via

We’re always continually looking to improve the accessibility of our content and product so watch this space for further improvements.


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