Get started with Xero

Get started with Xero, improve the state of your finances and save time. Check out resources to help you get started.

A tablet displays the Xero dashboard with a visual summary of the money coming and going out of the business.

An introduction to the power of Xero

We know running or growing a business isn’t easy. So it doesn’t help that most invoicing and accounting software makes life more complicated, not easier. That’s where Xero’s different: it’s been created and designed with you, the business owner in mind. Join one of our live or on-demand webinars to get up to speed quickly.

Sage to Xero | Monthly

Sage to Xero | Monthly

If you’re using Sage and thinking of switching to Xero, this webinar is a great place to start. Explore the key features and find out how to move from Sage to Xero.

The Xero Basics webinar plays on screen.

The basics of using Xero | Weekly

In this one hour in-depth webinar, our experts demonstrate everything you need to know to get started with Xero.

The Xero Unpacked webinar plays on a PC

Xero Unpacked webinar

In this short webinar, our experts introduce you to some of Xero's most exciting features. We'll show you how Xero can save you time and benefit your business.

Get to know Xero

Learn about the power of Xero and its features that seamlessly link the key parts of your business with these helpful resources.

A cafe owner uses Xero on a laptop to keep the accounts up to date.

A quick overview of Xero

From importing bank transactions to sending invoice reminders, Xero automatically handles everything so you can get your accounting done faster.

A boutique owner and an iron works manager get on with the job knowing the accounts are in order in Xero.

Customer stories

Xero has changed the way business functions for thousands around the world. Why not have a look at what they have to say?

A business owner and accounts clerk review the business’s latest VAT return in Xero on a laptop.

Making VAT simple

Accounting shouldn’t be a bore, it should be celebrated. We support you with educational content around even the most complex of accounting tasks.

Explore Xero's features on video

We’ve made Xero as intuitive as possible. However, to make life even easier, we’ve created a range of short, simple videos to show you how to get started quickly. We call them Xero Firsts.

Want to see more of Xero in action? Check out the entire Xero Firsts playlist.

Switching is made easy with Xero

One of the reasons our customers love Xero so much is because switching couldn’t be simpler. Check out our amazing migration tools to make moving even easier. It’s time to wave goodbye to clunky desktop software and say hello to cloud based accounting.

A small business owner downloads the step-by-step conversion guide on their laptop.

Step-by-step conversion guide

With our free self-service conversion, you can be up and running with Xero in no time at all. Or if you prefer, a Xero-certified accountant can always help you through it.

The step-by-step conversion course runs on a laptop.

An interactive conversion course

Learn how to move your business to Xero from spreadsheets, Sage or QuickBooks Online. If you’re a Xero user or have a free-trial login, you can take a quick course to step you through migrating your existing data across simply and easily.

A Sage user watches the webinar on how to convert to Xero.

Sage to Xero on demand

If you’re currently using Sage and thinking of switching to Xero, this pre-recorded webinar is a great place to start. Explore the key features and options for moving from Sage to Xero.

Over coffee, David Abrahamovich, CEO & Co-founder of London Grind, explains to a friend why he loves Xero.

“The fantastic thing about Xero is that you can keep clicking and go all the way down and see every single thing. For me it really brought the accounts to life. Anyone thinking about using Xero, just move to it immediately, move to it yesterday.”

– David Abrahamovich, CEO & Co-founder, London Grind

Your questions about Xero answered

What is Xero?

Xero is beautiful accounting software that lets you automate day-to-day bookkeeping tasks, so you have more time to focus on things that matter to you. With Xero you can import bank transactions and send invoice reminders, pay your staff with Xero Payroll and drive profitability with Xero Projects. You can also invite your accountant or bookkeeper into Xero to help you meet all your tax obligations.

Can I access Xero on my mobile phone or tablet?

Yes, Xero is a fully cloud-based system. You can access it from an internet enabled phone, tablet or desktop/laptop computer, and multiple users can work on it simultaneously.

What is the cloud?

The cloud is a secure platform to make data and software accessible online anytime, anywhere, from any device. Xero was built in the cloud – for the cloud. This is unlike many accounting systems that were built for desktop and later adapted to be in the cloud. With Xero, all you need is an internet connection to access financial data. Xero automatically releases upgrades, so when you access the product you’re always using the most up-to-date version. There’s no business downtime or costs associated with upgrades.

Can I access Xero offline?

No. Being in the cloud requires an internet connection.

Is Xero easy to use?

Yes – very. Our beautiful software is designed to be user-friendly even if you don’t have an accounting background.

Does Xero offer Making Tax Digital for VAT software?

Yes. Xero is an HMRC-recognised VAT software provider. Xero makes it simple to keep digital records, create and submit your VAT returns online to HMRC, as well as to track and manage VAT. Find out more about Making Tax Digital here.

Is Xero GDPR compliant?

We take our responsibilities under GDPR seriously. You can read about Xero’s compliance with GDPR here.

Can customers pay me through Xero?

Yes. With payment services like Stripe or GoCardless, customers can pay you directly. Include a ‘Pay now’ button in your invoice to get paid even faster. Find out more about accepting online payments.

Does Xero integrate with other apps?

Yes. Xero connect to over 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 navigate and find the right apps for your business needs.

A practice administrator enters client invoices into Xero on a laptop.

Ready to get started on Xero?

All features included, add unlimited users, free 24/7 support, no credit card required. Quick and easy setup in minutes. Contact your accountant or start your 30-day free trial.

Start using Xero for free

Access all Xero features for 30 days, then decide which plan best suits your business.

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    Cancel any time
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    24/7 online support