What to collect to get the most out of your trial
Your business details
Your organization name, address and phone number.
Your business’ financial year end date, tax information, tax number and filing dates.
Your logo, payment terms, payment services and any outstanding invoices.
Your accountant or bookkeeper’s email
You can add advisors into your organization. We have accountants and bookkeepers who are trained and ready to help you use Xero.
Getting started with Xero
Chart of accounts
Add the business bank account details that you want to set up in Xero.
Enter your conversion date, or the date you want to start using Xero for day-to-day business. You’ll also need your bank account balance (as at the conversion date).
Have more complex payroll needs?
Check out our add-on partners.
“It’s been such an easy process for us.”