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Implementing Xero Step by Step

Self-paced learning
Launch course

4 Advisor credits

Free

Learning objectives

This series will walk you through everything you need to know to get setup in Xero from creating your subscription through to importing your chart of accounts and connecting bank accounts.

Course outline

    This self paced course is separated into thirteen video modules. There are no restrictions on how you move through the modules so you can do it at your own pace. The whole course should be completed within 1 hour. If you're going to study at your own pace we recommend allowing 3-6 minutes per module.

Topics covered

  • Chart of accounts
  • Contacts
  • Invoicing
  • Conversion

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