Get to know Xero
Take this course for an introduction to Xero for your practice. It’s available to all Xero accounting and bookkeeping partners.
Get to know Xero essentials
Learn the basics of using Xero from invoicing to bank reconciliation as well as how to choose the right Xero business plan.Log in to the Xero essentials course
Deepen your knowledge
Set up Xero and file returns
Become familiar with setting up Xero and filing returns if you’re not already.Set up Xero
Drive efficiency in business
See how to gain financial insight into projects, automate expenses and streamline document management with Xero Projects, Expenses & Hubdoc.Learn more about driving business efficiency
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.Learn about report templates
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.
Become a Xero certified advisor to get the most out of Xero
This course covers Xero advisor certification from setting up to bank reconciliation, to reporting. This course is worth 4 CPE credits.Xero advisor certification
Get the most from Xero Cashbook
Do some clients need Xero’s automated bank feeds but don’t need invoicing? Learn how to get daily bank feeds of their bank transactions.Learn about Xero Cashbook
Get the most from Xero Ledger
Do you just need annual accounts preparation for some of your clients? This course includes how to let clients view their data and reports.Learn about Xero Ledger
Migrate your practice
Ready to move your practice over to Xero? Take the courses below to get started.
Migrate to Xero
Learn how to migrate multiple clients over to Xero, plus the techniques and tools available to make it easier.Learn how to migrate your practice and clients to Xero
Convert to Xero from QuickBooks
Learn how to move your business from QuickBooks to Xero from preparing data for export to importing invoices, bills and bank statements.Learn about converting to Xero from QuickBooks
Use the conversion toolbox
We’ll show you how to export data from a client’s previous accounting system, and import it into Xero.Learn about the conversion toolbox
Get the most out of Hubdoc
Add, manage and publish documents in Hubdoc. Let Hubdoc extract key info from bills and receipts.Learn about using Hubdoc for capturing data
If you’re ready to incorporate advisory into your practice, you're in the right place.
Advise on cash flow apps
Learn how to provide cash flow app advisory services, grow a trusted advisor relationship with clients, and increase revenue opportunities.Learn about cash flow app advisory services
This course deepens your industry knowledge and shows you how to match the needs of your professional services clients with the right app.Learn about app advisory services for professional clients
Retail and ecommerce
See how to match the needs of your retail and ecommerce clients with the right app so they can optimize sales and operational performance.Learn about retail and ecommerce app advisory services
Trade and construction
Learn how to find the right apps for your construction clients so they can optimize cash flow, profitability and efficiency.Learn more about trade and construction app advisory services
Reach your goals
Interested in how to utilize Xero services in order to improve your practice? Then these courses are for you.
Run a client event
Check out this course to learn how to plan, organize, and run a successful Xero demo event.Learn how to run a client event to demo Xero