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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

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