Xero toolkit

The resources you need to transition your trialists to Xero – all in one place.

The Xero basics

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Why People Love Xero

PDF

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Intro to Xero

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Accounting 101

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Education and training

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Xero U

Find Xero webinars, training courses and other educational content at Xero U. 

For small business

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Xero TV

Expand your Xero knowledge through videos, case studies and more on Xero TV.

Search video library

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Security

Xero is committed to the security of our customers’ data and provide multiple layers of protection.

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Features your trialists will love

Make the easy switch with these time-saving features.

Transactions at a glance

Connect bank accounts to automatically show transactions in Xero.

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iPhone & Android apps

Do invoicing, create expense claims, and track sales and income on the go.

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Direct Deposit

Register for direct deposit to make payroll payments electronically through Xero.

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Invoicing

Explore beautiful customizable templates, automatic reminders and online payment options.

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Advisor Directory

Get help for your business from an accountant or bookkeeper experienced in Xero.

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App marketplace

Integrate with 600+ business applications like inventory and time tracking seamlessly into Xero.

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Move your trialists to Xero

Review these resources to help convert and onboard trialists to Xero.

 

Xero works for your trialists

Xero plays well with the trialists you serve. Here’s a look by business type:


Small Business Guides

Share our most popular guides with your trialists. 

    

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