Getting started with Xero

Excited to dive into Xero? Here's the best place to start. 

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Connect your bank account to Xero

With your bank transactions flowing into Xero automatically, you’ll have a current view of your finances – without the need to download and manually import statements. 

See which banks connect to Xero

 

Connect Xero to your bank >
Connect your bank account

Collaborate with your advisor

Invite your accountant, bookkeeper or financial advisor to work with you in Xero and you’ll be across the same set of numbers. They can take care of the tricky accounting stuff while you focus on running your business.

Find a Xero-certified advisor near you

 

Invite your advisor into Xero >
Collaborate with your advisor

Create beautiful online invoices

Create professional-looking invoices, give customers easy online payment options, and set up automated overdue reminders.

Learn more about Xero online invoices

 

Create an invoice >
Create beautiful online invoices

Manage pay runs, beautifully

If your business has employees, payroll in Xero makes it easy to get pay runs and Kiwisaver payments sorted. With the Xero Me mobile app, your employees can enter their time, update their details and request leave.

Learn how to set up payroll in Xero

 

Get started with payroll >
Manage pay runs, beautifully

Enter supplier contact details

Add your customer and supplier contact details to Xero so they’re easily accessible online and you can look them up anytime. Integrate your Office 365 and Gmail accounts so all your contact details and emails are all in one place. 

 

Add a contact >
Enter customer and supplier contact details

Collaborate with your team

Give your business partners and admin staff access to Xero to keep them informed and to share the workload. You can set individual permissions so they can only access what they need to.

Learn about user roles

 

Invite your team >
Collaborate with your team

Set up your financial details

This isn’t as daunting as it may sound; it’s just where you set up the information you want to include on reports, invoices and bills. Things like your tax settings, your financial year end date, and your time zone. 

Learn how to set up your financial details

 

Set up your financial details >
Set up your financial details

Transfer existing transactions into Xero

If your business has existing transactions, (such as invoices and bills), you’ll need to bring those account balances from your old accounting system into Xero. We call these existing transactions "conversion balances." We recommend working with your accountant to help you figure this out. If you’ve recently set up your business and don’t have any existing transactions, skip this step.

More information on conversion balances

 

Enter conversion balances now >
Transfer existing transactions into Xero

Download Xero’s free mobile app

Enjoy the freedom to do business on the move with easy access to tools like contacts, invoicing and bank reconciliation.

 

Apple Store download Google Play App Download

 

WATCH THE MOBILE APP IN ACTION >
Download Xero’s free mobile app

Pricing plans that go easy on your back pocket

Starter

$ 99 NZD / Month

  • Create & send 5 invoices
  • Enter 5 bills
  • Reconcile 20 bank transactions
  • Payroll for 1 person

Premium

$ 99 NZD / Month

  • Unlimited users
  • Enter bills
  • Reconcile bank transactions
  • Payroll for up to 5 people

Ready to jump on board?

Buy Xero now