Back to your search

Implementing Xero Step by Step

Self-paced learning
Launch course

10 Advisor credits



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

More courses you might be interested in

3 Advisor CREDITS

Xero Monthly Product Update

In this webinar you will learn about the latest product updates and feature releases. View course

Live webinar - 30 MINUTES

5 Advisor CREDITS

End of Financial Year in Xero

Find out how you can get the year end process wrapped up in no time at all. View course

Self-paced learning - 45 MINUTES

40 Payroll CREDITS

Xero Payroll Certification (eLearning)

Learn how to set up your clients on Payroll in Xero, and show them how they can run pay runs, make adjustments, and reconcile and report on their payroll. View course

Self-paced learning - 3 HOURS 30 MINUTES

Still not what you're looking for?