Back to your search

Converting to Xero

Video learning



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

More courses you might be interested in

Embrace Your Superpower

Learn how to harness and apply your super powers toward intentional risk-taking. View course

Video learning - 1 HOUR

New - 2 Advisor CREDITS - 1 CPE CREDIT

Scaling During Tax Season

Note: You only need to complete one  of two to receive credit for this course. Grow and scale your practice during tax time, with help from our panel View course

Self-paced learning - 1 HOUR 50 MINUTES

40 Advisor CREDITS

Xero Advisor Certification (Self Paced) without CPE credit

Get a good grounding in the key principles to convert clients, work in Xero and analyse reports View course

Self-paced learning - 4 HOURS

Still not what you're looking for?