Three steps to take to so you can help clients set up Xero
To help your clients set up with Xero, get certified, get to know the resources, and start spreading the word.
Step 1. Get certified
If you and your team aren’t yet certified, then consider doing the Xero advisor certification course to expand your understanding of Xero.
Increase your proficiency in Xero and showcase your skills
Learn how to set up and convert clients to Xero and get familiar with features that help clients save time and run their businesses better.View all Xero certifications
Step 2. Choose resources to share with clients
Find videos and articles for sharing with each Xero client at the time that works best. You can copy and use the descriptions below.
Understanding the Xero dashboard
View your key financial info on the Xero dashboard. Find out how to use the dashboard, customize it, and find shortcuts for daily tasks.Video walk-through of the Xero dashboardSupport article about the Xero dashboard
Updating and confirming settings
See how to update or check your contact details, social media links, tax rates, time zone, and add your branding to invoices.Video walk-through of updating and confirming settingsSupport article about updating your settings in Xero
Attaching and storing files
Find out how to use Xero files to access documents anytime; and how to upload, organize and attach original invoices and quotes in Xero.Video walk-through of managing filesSupport article about managing files
Connecting bank accounts
Xero connects straight to your bank so your transactions flow into Xero automatically. Here’s how to set bank feeds up.Video walk-through of adding a bank accountSupport article about adding a bank account
Reconciling bank accounts
Xero makes matching and reconciling transactions easy. See how to find and reconcile transactions, and record transfers.Video walk-through of reconciling bank transactionsSupport article about reconciling bank transactions
Find out how to create and send a professional-looking quote to your customers, track their status, and easily convert them to invoicesVideo walk-through of creating a quoteSupport article about creating quotes
Learn about Xero online invoicing for creating and sending beautiful invoices, and letting customers pay you promptly online.Video walk-through of invoicing in XeroSupport article about invoicing in Xero
Creating purchase orders
Find out how to create purchase orders and copy them to bills, sales invoices or new purchase orders to save data entry, and control costs.Video walk-through of creating a purchase orderSupport article about creating purchase orders
Xero simplifies keeping track of money you owe and pay bills. See how to pay bills individually or in bulk, and set up repeat bill paymentsVideo walk-through of paying billsSupport article about paying bills
Claiming and managing expenses
Xero helps reduce the hidden costs of processing expense claims through simplified workflows, powerful control, and integrated accounting.Video walk-through of claiming and managing expensesSupport article about claiming and managing expenses
Track the time and money spent on jobs. See how to create a project, record and invoice for time and expenses, and monitor profitability.Video walk-through of managing projectsSupport article about managing projects
Find a wide range of third-party business apps that integrate with Xero and help you run your business efficiently in the Xero App Store.Video walk-through of connecting appsSupport article about connecting appsXero App Store
Step 3. Spread the word
Here are some ideas and sample content you can use to communicate and share Xero setup information with your clients.
Create a blog post
Create a blog post explaining how easy it is to use Xero with a link to the videos or to Xero Central, and email a link to new clients.See sample blog content
Use your website
Share these videos and articles on your website for use in initial training or as a refresher or booster.See sample web content
Send emails with video and article links
Send links to new clients. If you use tools like MailChimp or Boma, test whether links to a page or to a specific article work best.See sample email content
Become a Xero partner
Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.