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Set up Xero

Self-paced learning
Launch course

Free

50 MINUTES

Learning objectives

  • Customise the dashboard and navigate in Xero.
  • Add users, and important information to settings.
  • Add and manage Files in Xero.
  • Add information into settings to display on reports, and promote consistency.
  • Edit and import a chart of accounts.
  • Edit import template and import invoices and bills.
  • Set the conversion date and add conversion balances.

Course outline

    Learn how to read and customise the dashboard, invite users with the right level of access, set up the files inbox, customise the chart of accounts and enter the opening transactions and starting balances.

Topics covered

  • Settings
  • Dashboard

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