Getting started with Xero

Excited to dive into Xero? Here's how to get up and running.

A small business owner has their laptop open and is excited to get up and running with Xero.

Connect your bank account to Xero

Keep watch over your cash flow

Have a current view of your finances with your bank transactions flowing into Xero automatically.

More about bank feeds

Import statements automatically

Once bank feeds begin, you won’t have to download and manually import statements.

How to set up bank feeds
Many banks connect directly to Xero.

Collaborate with your advisor

Work on the same numbers

Invite your accountant or bookkeeper to work with you in Xero and you’ll be across the same up-to-date figures.

How to give your advisor access

Find someone with Xero expertise

An accountant or bookkeeper who knows Xero can take care of the tricky stuff while you focus on running your business.

Find a Xero-certified advisor near you
An accountant in their office and a cafe owner at work view the business numbers in Xero.

Create beautiful online invoices

Make it easy for customers to pay

Send online invoices and give customers easy online payment options that encourage them to pay there and then.

More about online invoicing

Create & follow up invoices easily

Create professional-looking invoices every time, then send automated reminders if invoices are overdue.

How to invoice a customer
A small business owner uses Xero to send online invoices to customers.

Manage employee pay with ease

Simplify paying your employees

If your business has employees, payroll in Xero makes it easy to keep pay records and get pay runs sorted.

More about paying employees

Get ready for your first pay run

Prepare to run payroll for the first time by setting up your organisation and your employees in Xero.

How to set up for paying employees
A small business owner shows their employee how to view payslips on the Xero Me mobile app.

Enter details of your contacts

See full contact histories

Look up contacts, see their invoice and payments history, and connect your Office 365 or Gmail account to view emails.

More about managing contacts

Easily find contact details

Add your customer and supplier contact details to Xero so they’re easily accessible online and you can look them up any time.

How to add a contact
A construction business owner adds supplier contact details to Xero.

Collaborate with your team

Add new users at no extra charge

Give your business partners and admin staff access to Xero to keep them informed and to share the workload.

Invite a new user

Set user roles and permissions

You can set individual permissions so the people you invite to use Xero can get access to what they need.

Learn about user roles
Two hands fist bump through a device to show that collaborating with a team in Xero is direct, easy and instant.

Set up your financial details

Easily set up the information you want to include on reports, invoices and bills: things like your tax settings and financial year end date.

How to set up your financial details
A small business owner sets up their financial details in Xero.

Transfer existing transactions into Xero

We recommend working with your accountant to bring account balances from your old system into Xero as conversion balances.

How to enter conversion balances
Small business partners chat with their accountant about transferring existing transactions into Xero.

Download Xero’s free mobile app

Work in Xero on the go

Enjoy the freedom to do business wherever you are with easy access to many Xero tools.

More about the accounting app

Download the iOS or Android app

With the Xero Accounting app, you can do many day-to-day tasks including sending invoices and reconciling bank transactions.

How to download the app
Xero’s free mobile app gives you access to many Xero tools and the freedom to do business anywhere.

Start using Xero for free

Access Xero features for 30 days, then decide which plan best suits your business.