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Xero HQ

Self-paced learning
Launch course



Learning objectives

  • Familiarise yourself with Xero HQ so you can work more efficiently.
  • Discover where to find support and additional partner benefits using Xero HQ.
  • Setup and customise alerts to manage your daily tasks and bring those that need actioning to your attention, helping your workflow be more efficient.
  • Manage all your clients in one place with Xero HQ and use the Explorer to get insights into the banks and apps your Xero clients use, and the industries they work in.
  • Create, edit and view queries using Ask in Xero HQ to manage communication with your clients more effectively.

Course outline

    Learn how to navigate Xero HQ, access support and valuable resources, set up and manage daily tasks, discover client trends and insights and send queries to clients for that extra information needed.

Topics covered

  • Xero HQ

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