Frequently asked questions
Your questions answered: everything you need to know so you can use Xero like a pro.
Getting started with Xero
Sign up for a free 30-day trial of Xero and then decide which plan suits your business. No credit card is required, you just need to provide your name, email address and a phone number. We ask for a phone number so that we can get in touch with you directly to help you get started on Xero.Sign up for a 30-day free trial
Use Xero from your phone, tablet or desktop/laptop computer, and invite multiple users to collaborate simultaneously from wherever they are. Xero is compatible with Google Chrome, Microsoft Edge, Mozilla Firefox and Safari. Different versions of Xero have different minimum requirements from Mac iOS or Android. It’s optimum if you’re running the latest available operating system, but you can find out the minimum requirements for your Xero needs here. You’ll need an internet connection to access Xero.What you need to use Xero
You can use Xero anywhere you have an internet connection or mobile phone signal.Use Xero when working remotely
To keep using Xero after your trial, pick a plan with the features that suit your business. After your trial, you will be asked to add your billing information, and will be billed monthly from that point. If you’ve entered your business information for the trial, this carries over to your paid subscription – there’s no need to re-enter it. If you choose not to continue using Xero, you may delete your organisation in the My Xero section when you log in.
Yes. You can try all features and add-ons. This means you can get comfortable with Xero before you buy. If your bank charges a fee to connect a bank feed to Xero, you won’t be able to connect the bank feed while you’re in your trial.Direct bank feeds by region
We have a dedicated support team who can assist so please get in touch.Get help from Xero support
Yes. Either do it yourself following our step-by-step guide, or use a data migration service.Importing and exporting data
Yes. Xero gives you free, unlimited support 24/7 from our customer support team. When you're looking for answers, start by searching in Xero Central. Then, if you still have questions, use the 'Get in touch' button at the bottom of any support article.Get help from Xero support
If you need onsite support, we recommend working with an accountant or bookkeeper listed in the Xero advisor directory, who are trained and ready to help you use Xero.Find accountants and bookkeepers in the Xero advisor directory
In addition, Xero Central is a free online resource to help you get you started on Xero, and our customer support team provides free online support 24/7.Xero Central
No, an account manager is not assigned to businesses using Xero but our friendly and knowledgeable experts are on hand 24/7 to offer advice whenever you need a hand.Get answers at Xero Central
No, you don’t need an accountant to use Xero; however we recommend working with an accountant or bookkeeper as they can help your business succeed. If you don't have one, take a look at the Xero advisor directory to find accountants and bookkeepers who are trained and ready to help you use Xero.Xero advisor directory
We have pricing plans to suit most small businesses.Full details of pricing plans
There are no setup fees or hidden costs. We’re upfront about pricing, and provide full details of our pricing plans and optional extras. In regions where a feature is listed as an add-on (for example, Xero Payroll, Xero Projects, Xero Expenses and Analytics Plus), pricing is based on the number of users who use the add-on each month. For Payroll with Gusto (US), pricing is based on the number of users who are paid each month.Xero plans and pricing
Some banks charge fees for the provision of a bank feed; you can find more information on bank feeds including bank feeds in your region here.About bank feeds
It’s easy to upgrade from a trial to a subscription with just a few clicks from within your Xero account. All your data remains securely in place, so you won’t need to add it again when you decide to buy Xero.Purchase a Xero subscription
We accept payment using Visa or Mastercard debit and credit cards, Maestro debit cards, or you can pay via direct debit.
You can cancel your subscription or remove any add-on from your plan at any time by giving one month’s notice from within your Xero account. You’ll still need to pay all relevant subscription fees up to and including the day of termination. You can also cancel a free trial at any time from within your Xero account.Cancelling a subscription
After you've cancelled your trial subscription you won't be able to access that organisation, so we recommend you export your data out of Xero first.Exporting data out of Xero
Xero is offered on the basis of a month-to-month subscription service. Once you sign up, you are committing to at least one month’s subscription fee.
No, your Xero subscription is charged in advance on a monthly basis. You'll receive your invoice at the end of your monthly billing period. Payment is taken on the date shown on your invoice using the payment details entered when you purchased your subscription. If you’ve incurred usage charges for any Xero add-on or you have a chargeable direct bank feed, these charges will be invoiced for the previous month.
Yes. To change your Xero pricing plan, simply select a new plan and add or remove extra features in My Xero. You can upgrade a pricing plan anytime, but can only downgrade once you've been on a plan for 30 days.
Yes. You can add as many organisations as you like in your Xero account. Choose a pricing plan for each one, or set up a 30-day free trial. If you add an organisation and sign up to a pricing plan, you'll become the subscriber for the organisation.
Yes. Xero offers a discount if you have subscriptions for more than one organisation. The discount is automatically applied to subscription fees if the organisations have the same subscriber email address.
Yes. As a registered non-profit charity, trust or society you’ll save 25% on your Xero subscription. The discounted rate is applied once you've purchased your subscription and we've confirmed your non-profit status.Xero for non-profits
Yes. With payment services like Stripe, customers can pay you directly. You can include a ‘Pay now’ button in your online invoices to get paid even faster.Accepting payments online
Yes. Xero connects with more than 1000 apps, allowing data to flow seamlessly from Xero to third-party apps. From payment platforms like Stripe to CRM systems like Insightly, the Xero App Store makes it easy to find the right apps for your business needs.Apps that connect to Xero
For accountants and bookkeepers
If you are an accountant or bookkeeper in a practice, you can become a recognised Xero partner and receive the benefits of the Xero partner program. The Xero partner program is free and there are no ongoing costs.Sign up to the Xero partner program
Xero partner benefits are designed to give you what you need to be successful. The more points you earn, the higher your status level, and the more benefits you’ll pick up. .Some of the benefits available to Xero partners include a free Xero subscription to run your practice that includes Xero Projects, Xero Expenses, and Xero Payroll or pay runs; free Xero HQ access for managing staff and clients; free conversion tools to move clients to Xero easily; access to Xero Cashbook and Xero Ledger; a dedicated account manager; online learning to expand your Xero knowledge; access to free Xero marketing material to promote your team and client events; for bronze partners and above, a free listing in the Xero advisor directory to attract new clients or tell current clients more about you; for silver partners and above, free Xero Practice Manager to manage your work and time, and free Xero Workpapers to manage your workpapers online.Partner program benefits
Attend online and in-person events exclusively available to our partners. These include the biggest, most beautiful accounting conference, Xerocon, usually held in several cities each year.Upcoming Xerocons
Once you've set up your business in Xero it's easy to invite a user. Simply select the Staff tab in My Xero, then click ‘Invite staff’. You'll find step-by-step instructions at Xero Central.Set up practice staff, administrators and consultants
We have online training to help with signing up new clients to Xero, working out who to migrate when, or how to make the move from one software to another.Migrate your practice and clients to Xero
Xero advisor certification gives you the foundation skills to set up and convert clients to Xero. It also shows you how to use Xero’s core features so you can help clients save time and run their businesses better.How to become a Xero-certified advisor
Learn and grow for free with Xero. From written guides to video tutorials, you’ll find all the information you need to help you and your clients go digital with Xero.Learn how to get the most out of Xero
Whether you’re looking to boost your social presence or increase engagement with your clients, the Xero partner toolkit has the tools and resources you need as a Xero partner.Xero partner toolkit
The Xero partner branding guidelines provide advice on choosing the size, clear space, and colour of Xero logos, badges and ribbons in advertisements and signage using Xero branding.Xero partner branding guidelines (PDF)
If you sign up to the Xero partner program you will also be asked to accept the Xero partner agreement.Xero partner agreement
Data and security
Xero is certified as compliant with ISO/IEC 27001:2013 which is globally recognised as the premier information security management system (ISMS) standard.Xero’s commitment to security
We take our responsibilities under GDPR seriously.Xero and GDPR
We're committed to the security of your data and provide multiple layers of protection for the personal and financial information you trust to Xero.Xero's privacy notice
If you cancel your subscription, the data in that subscription will be archived and held in the Xero platform in accordance with our data retention policy. While archived, data held within the subscription cannot be accessed by anyone. If you prefer, you can request for the data to be deleted. Once a subscription has been cancelled in Xero, you will still be able to get access to the data in the future for up to seven years, unless you request it to be deleted. This can be done by reactivating the relevant subscription.
If you cancel your subscription during a free trial, you won't be able to reactivate that subscription, so we recommend you download a copy of your data by exporting it out of Xero first.Export you data out of Xero
Yes, you can export your data from Xero at any time.You can find more information on exporting data here.
With your permission we will send you marketing emails from time to time. These will primarily inform you about upcoming events, new products and special offers that could benefit your business. You can unsubscribe at any time by following the instructions in your latest marketing email.
You can reset your password via the ‘Forgot your password?' link on the login page, or by entering your subscriber email address in the following link.Reset your password
Once you've reached the limit for the number of sales invoices or bills, any additional sales invoices or bills will save as drafts. You’ll need to upgrade your subscription to process additional bills or invoices for that month, or you can wait until the next month to process them. If you’re on the Starter plan, you can use a one-off extension to process a limited number of additional bills and invoices. The extensions can only be used once, and if they aren't offered it means that you've already used them. You can upgrade your subscription at any time.
Once you've set up your business in Xero, it's easy to invite other users. You could invite admin staff and/or your accountant or bookkeeper. You'll find step-by-step instructions at Xero Central.Add users to Xero
No, you need to access Xero via a web browser to do that. Simply log in to Xero and click on ‘Subscriptions and billings’ to upgrade your account.
Xero Central is the place to go when you're looking for help or support. You'll find 'how-to' steps, trouble-shooting articles, explanations of Xero features and practical tips, as well as discussions and advice shared by other users.Xero Central
Try Xero for free
Access all Xero features for 30 days, then decide which plan best suits your business.
For accountants and bookkeepers
Keep your practice a step ahead with Xero accounting software.