Xero accounting software has quick and easy setup process. This means your business continues to run smoothly right from the point you start using Xero.
This video gives an overview of what to do in Xero to get your business up and running in minutes. You can then complete the rest of the setup steps when you have gathered the rest of the information you need.Video transcript
Xero is designed so you can start doing business today while taking the time you need to set up your accounts correctly.
Start with connecting your bank account. It’s an easy task that only takes a few minutes – but the benefits are huge because once your bank activity is brought into Xero automatically, it’s practically effortless to keep your accounts accurate and up to date.
Next, add your organization details, then customize your invoices by simply uploading your business logo. Add a payment service to enable you customers to easily pay your invoices online by just clicking 'Pay Now'. These are fairly simple items to set up and shouldn’t take too long.
You can now start processing transactions and invoice your customers. You are in business. However, now is the time to customize the Chart of Accounts to get your accounting right going forward. A few simple changes to the default chart to suit your business may be all you need. If you’re importing a Chart of Accounts from your old system, you will want to set aside some extra time to carry out this task. Lucky for you, we provide tools to take the pain out of the process. You can import your chart along with the opening balances straight into Xero using the template provided. And don’t forget, wherever you are in Xero, help is never too far away.
Do you have an existing list of customers and suppliers? You can import those into Xero too. And check out our Add-on directory
if you want to extend Xero with specialized software for your type of business, like inventory, point of sale, and CRM.
To learn more, pay a visit to Xero TV
. There you’ll find short videos on how to set up and get the best out of the features.
Welcome to Xero. It’s a pleasure doing business.