Back to your search

Set up Xero

Self-paced learning
Launch course



Learning objectives

  • Customise the dashboard and navigate in Xero.
  • Add users, and important information to settings.
  • Add and manage Files in Xero.
  • Add information into settings to display on reports, and promote consistency.
  • Edit and import a chart of accounts.
  • Edit import template and import invoices and bills.
  • Set the conversion date and add conversion balances.

Course outline

    Learn how to read and customise the dashboard, invite users with the right level of access, set up the files inbox, customise the chart of accounts and enter the opening transactions and starting balances.

Topics covered

  • Settings
  • Dashboard

More courses you might be interested in


Managing security in Xero

Protect your business with a strong defence View course

Web Link - 1 HOUR

3 Advisor CREDITS

Monthly Product Updates

Keep up with Xero's latest product updates and feature releases with our monthly product update. View course

Self-paced learning

40 Payroll CREDITS

Xero Payroll Certification

Complete our Payroll Certification course and get yourself Xero Payroll Certified. View course

Self-paced learning - 1 HOUR 30 MINUTES

Still not what you're looking for?