Getting started with Xero
Excited to dive into Xero? Here's how to get up and running.
![A small business owner has their laptop open and is excited to get up and running with Xero.](/content/dam/xero/pilot-images/big-story/get-started/xero-getting-started-hero.1646877660519.jpg)
Connect your bank account to Xero
Keep watch over your cash flow
Have a current view of your finances with your bank transactions flowing into Xero automatically.
More about bank feedsImport statements automatically
Once bank feeds begin, you won’t have to download and manually import statements.
How to set up bank feeds![Many banks connect directly to Xero.](/content/dam/xero/pilot-images/big-story/get-started/getting-started-connect-bank-acc.1646877660691.png)
Collaborate with your advisor
Work on the same numbers
Invite your accountant or bookkeeper to work with you in Xero and you’ll be across the same up-to-date figures.
How to give your advisor accessFind someone with Xero expertise
An accountant or bookkeeper who knows Xero can take care of the tricky stuff while you focus on running your business.
Find a Xero-certified advisor near you![An accountant in their office and a cafe owner at work view the business numbers in Xero.](/content/dam/xero/pilot-images/big-story/get-started/xero-getting-started-collaborate-advisor.1646877665726.png)
Create beautiful online invoices
Make it easy for customers to pay
Send online invoices and give customers easy online payment options that encourage them to pay there and then.
More about online invoicingCreate & follow up invoices easily
Create professional-looking invoices every time, then send automated reminders if invoices are overdue.
How to invoice a customer![A small business owner uses Xero to send online invoices to customers.](/content/dam/xero/pilot-images/big-story/get-started/xero-getting-started-create-invoices.1646877665541.png)
Manage employee pay with ease
Simplify paying your employees
If your business has employees, payroll in Xero makes it easy to keep pay records and get pay runs sorted.
More about paying employeesGet ready for your first pay run
Prepare to run payroll for the first time by setting up your organisation and your employees in Xero.
How to set up for paying employees![A small business owner shows their employee how to view payslips on the Xero Me mobile app.](/content/dam/xero/pilot-images/big-story/get-started/xero-getting-started-pay-with-ease.1646877661084.jpg)
Enter details of your contacts
See full contact histories
Look up contacts, see their invoice and payments history, and connect your Office 365 or Gmail account to view emails.
More about managing contactsEasily find contact details
Add your customer and supplier contact details to Xero so they’re easily accessible online and you can look them up any time.
How to add a contact![A construction business owner adds supplier contact details to Xero.](/content/dam/xero/pilot-images/big-story/get-started/xero-getting-started-enter-contact-details.1646877664217.png)
Collaborate with your team
Add new users at no extra charge
Give your business partners and admin staff access to Xero to keep them informed and to share the workload.
Invite a new userSet user roles and permissions
You can set individual permissions so the people you invite to use Xero can get access to what they need.
Learn about user roles![Two hands fist bump through a device to show that collaborating with a team in Xero is direct, easy and instant.](/content/dam/xero/pilot-images/big-story/get-started/xero-getting-started-collaborate-with-team.1646877664037.png)
Set up your financial details
Easily set up the information you want to include on reports, invoices and bills: things like your tax settings and financial year end date.
How to set up your financial details![A small business owner sets up their financial details in Xero.](/content/dam/xero/pilot-images/big-story/get-started/xero-getting-started-set-up-financial-details.1646877660514.png)
Transfer existing transactions into Xero
We recommend working with your accountant to bring account balances from your old system into Xero as conversion balances.
How to enter conversion balances![Small business partners chat with their accountant about transferring existing transactions into Xero.](/content/dam/xero/pilot-images/big-story/get-started/xero-getting-started-transfer-existing-trans.1646877660964.jpg)
Download Xero’s free mobile app
Work in Xero on the go
Enjoy the freedom to do business wherever you are with easy access to many Xero tools.
More about the accounting appDownload the iOS or Android app
With the Xero Accounting app, you can do many day-to-day tasks including sending invoices and reconciling bank transactions.
How to download the app![Xero’s free mobile app gives you access to many Xero tools and the freedom to do business anywhere.](/content/dam/xero/pilot-images/big-story/get-started/xero-getting-started.1646877662740.png)
Start using Xero for free
Access Xero features for 30 days, then decide which plan best suits your business.