Three steps to help your clients get set up on Xero

An accountant and their client sit having coffee while they discuss planning the conversion to Xero.

Illustrated accountant sits at her desk.

1. Get certified

If you and your team aren’t yet certified, then consider doing the Xero advisor certification course. You’ll expand your own understanding of setting up and converting clients to Xero and learn more about the useful Xero features that will help clients save time and run their businesses better. If you want to move multiple clients to Xero at pace, the migration specialist course will help you prepare, set up and complete conversions.

2. Choose resources

We’ve brought together helpful walk-through videos and support articles for you to share with each of your new Xero clients at the time that works best during your set up process with them.

Select the individual articles and videos to share from the list below. There’s a description with each that you can copy and use – they’ve been written with new Xero users in mind.

Understanding the dashboard

Get to know the Xero dashboard that displays all of your most important financial information, including money coming in and going out, invoices owed to you and bills you need to pay. Find out how to use the dashboard, customize it, and find shortcuts for daily tasks.

Video walk-through

Confirming settings

Here’s where to go to confirm or update that all your contact information, social media links, tax rates, and Xero users are accurate. You can also add your company’s branding to invoices, quotes and other documents here.

Video walk-through

Attaching files

With Xero files, you can access your documents from anywhere. Find out how to upload, organize and attach documents to your invoices and quotes.

Video walk-through

Connecting bank accounts

Xero’s all about making tedious tasks easier so Xero connects straight to your bank so your transactions feed in automatically. Here’s how to set things up.

Video walk-through

Reconciling bank accounts

Once Xero is connected to your bank, reconciling is no longer a chore. See how to find a transaction to reconcile with a bank payment, reconcile multiple invoices or bills with a single item on the bank statement, and transfer money between accounts.

Video walk-through

Creating quotes

Find out how to create and send a professional looking quote to your customers using Xero. You can easily track the status of your quotes and convert them to invoices in just a few clicks.

Video walk-through

Invoicing customers

Learn about easy-to-use Xero online invoicing to create and send beautiful invoices, and to give your customers the ability to pay you online - which can help you get paid faster.

Video walk-through

Creating purchase orders

You can manage your supply chain with purchase orders in Xero. Find out how to create purchase orders and copy them to bills, sales invoices or new purchase orders to save time entering data and keep control of your costs.

Video walk-through

Paying suppliers

Xero makes it easy to keep track of your accounts payable and simplify the task of paying your bills. See how to pay bills individually or in batches, and set up repeating bill payments.

Video walk-through

Expenses

Xero Expenses helps you reduce the hidden costs of processing expense claims by giving you simplified workflows, powerful control, and integrated accounting - all inside Xero.

Video walk-through

Managing projects

Xero Projects is a simple way to track the time and money you spend on each job. Find out how to create a project, add time and expenses, invoice the project, and monitor its profitability.

Video walk-through

Connecting apps

Have a look at the apps in the Xero App Store that integrate with Xero to help you run your business even more efficiently. They include tools like point-of-sale software that sends your sales information automatically to your accounts in Xero or time tracking or inventory software that connects with Xero seamlessly.

Video walk-through

3. Spread the word

There are many communication methods you can use to share Xero set up information with your clients. Here are some ideas and sample content you can use.

Blog

Create a blog post that explains how easy it is to use Xero’s key features and link to the videos or Xero Central. Keep this post as a feature on your blog page (if you have that capability) and email each new Xero client a link to the post.

Website

If you talk about Xero on your website, that’s a good place to share the videos and articles. Say that they’re a booster or a refresher if you do most of the set up or training with clients before you invite them into their account.

Email

Directly email video and article links to your new Xero clients. If you use a tool like MailChimp or Boma, test email versions and track which is more successful: when you link to the single video page or Xero Central catalogue, or when you give people individual links to the videos and articles.

Become a Xero partner

Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.