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Converting Inventory

Self-paced learning
Launch course

5 Migration credits


Learning objectives

If you have clients who buy and sell stock, or provide services, it's worth considering whether Xero's inventory feature is right for them. You'll learn the difference between tracked and untracked inventory, and which clients are suitable to use the feature. You'll learn to format and import the inventory items using the Xero template, and then add your inventory opening balances.

Course outline

    In this course, you'll learn how to prepare and import inventory into Xero: - Which clients are suitable to use inventory in Xero - The difference between tracked and untracked inventory, and uses for both - Format and import the inventory CSV template - Format and import the opening balances CSV template

Topics covered

  • Conversion

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