Get set up in three steps
Watch our support videos for easy-to-follow guidance to complete your basic set-up.
1. Opening balances
Set your opening balance and dates for more accurate reporting.
2. Add an account
Add your bank or credit card account, then import statements.
Ready to experience more of Xero?
Check out these powerful features to take your financial management to the next level.
Get an overview of unpaid bills, expenses, and purchase orders to help you stay on top of payments and pay your bills on time.Learn how
Accept online payments
Accept payments by credit card, debit card or direct debit. Let customers pay how they want, and reduce the time spent chasing payments.Learn how
Run reports with ease
Check your finances at a glance and track your cash flow with easy-to-run reports and a user-friendly dashboard.Learn how
Helpful resources for your business
Looking for an expert to help you manage your business finances? Check out Xero’s match-making tool to find the perfect pair of hands to help with your business, or search the Xero advisor directory at xero.com/advisors.Connect with an advisor