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Setting up a new client in Xero

Self-paced learning
Launch course



Learning objectives

  • Recognise Organisation and Financial Settings
  • How to add a chart of accounts with opening balances
  • Import Accounts Receivable and Payable, and update conversion balances
  • Assign and invite users

Course outline

  • We'll show you the most important areas to focus on during a conversion process, including getting the chart of accounts and starting data right.

Topics covered

  • Chart of accounts
  • Conversion

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