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Converting to Xero

Video learning

Free

36 MINUTES

Learning objectives

Thought it would be difficult to convert to Xero? See just how easy it is using our Setup Wizard. You’ll get a quick step-by-step guide from adding a new client organization to importing their opening account balances, and open sales invoices and purchases.

Course outline

    • Create Xero Account
    • Build Chat of Accounts & Setup Balances
    • Import Open AR / AP

Topics covered

  • Settings
  • My Xero

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