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Implementing Xero Step by Step

Self-paced learning
Launch course

10 Advisor credits

Free

1 HOUR 45 MINUTES

Learning objectives

  • Find out how to choose the right subscription plan for your clients
  • Look at the entire conversion process and how to get it right first time
  • Understand what added features can be set up for automation and extra reporting

Course outline

    Watch Xero Partner Stern's approach to implementing Xero for their clients, then apply it in your own firm. You'll walk through everything you need to know to get setup in no time at all; from choosing the right subscription right through to importing chart of accounts and customising reporting.

Topics covered

  • Chart of accounts
  • Reporting
  • Conversion

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