Get to know Xero
Take these courses for an introductory overview of the Xero platform for your practice and for Xero partners (the 100,000+ accountants and bookkeepers who use Xero in their practice and for their small business clients).
Already familiar with the Xero basics? Skip ahead to the next section to deepen your understanding of the platform.
Get to know Xero for your practice
In this course, you’ll learn about Xero as a platform and the benefits within accounting practices.
The benefits of using Xero for your small business clients
Learn the basics of using Xero from invoicing to bank reconciliation as well as how to choose the right Xero business plan.
Deepen your knowledge
Already familiar with set up, Xero Projects, Xero Expenses, Hubdoc, and report templates? If so, feel free to jump ahead to the next section on how to be an engaged partner. Or, back up to review the basics.
Set up Xero
From organization settings to starting balances, this course covers the steps to successfully set up Xero.
Drive efficiency in business
Learn how to gain financial insight into your projects, automate employee expenses and streamline your document management process with Xero Projects, Expenses, and Hubdoc.
Get started with report templates
Learn the features and benefits of report templates. We’ll show you the basics so you can start building quality reports.
Be an engaged partner
If you’re ready to become a certified advisor and get the most out of Xero Cashbook and Xero Ledger, then you're in the right place. If you’ve gone too far, consider going back a step or two. If you’ve already completed certification and know these features well, you can skip ahead to the next section.
This course covers Xero advisor certification from setting up to bank reconciliation, to reporting. This course is worth 4 CPE credits.
Get the most from Xero Cashbook
Need Xero’s automated bank feeds but don’t need invoicing? Learn how to get daily bank feeds of client bank transactions.
Get the most from Xero Ledger
Need annual accounts preparation? This course goes over how you can let clients view their data and reports.
Migrate your practice
Ready to move your practice over to Xero? Take the courses below to get started. If you’ve already migrated, check out the next section to learn about incorporating advisory services.
Migrate to Xero
Learn how to migrate multiple clients over to Xero, plus the techniques and tools available to make this easier.
Convert to Xero from QuickBooks
This course covers how to move your business from QuickBooks to Xero from preparing data for export to importing invoices, bills, and bank statements.
Use the conversion toolbox
We’ll show you how to export data from a client’s previous accounting system, and import it into Xero.
Get the most out of Hubdoc
Add, manage and publish documents in Hubdoc. Upload receipts and let Hubdoc extract the information. Configure and send them to Xero and cloud storage.
If you’re ready to incorporate advisory into your practice, you're in the right place. Otherwise, you might want to skip ahead to the ‘reaching your goals’ section or jump back if you’re not.
In this course you’ll learn how to provide cash flow app advisory services to grow a trusted advisor relationship with your clients, and increase revenue opportunities.
This course will deepen your industry knowledge and show you how to match the needs of your professional services clients with the right app.
Retail and e-commerce
In this course, we’ll show you how to match the needs of your retail and e-commerce clients with the right app so they can optimize sales and operational performance.Learn more
Trade and construction
Learn how to find the right apps for your construction clients, so they can optimize cash flow, profitability, and efficiency in their business.
Reach your goals
Interested in how to utilize Xero services in order to elevate your practice? Then this is the section for you.
Run a client event
Check out this course to learn how to plan, organize, and run a successful Xero demo event.