Back to your search

Intro to Xero for Mobile

Video learning

Free

5 MINUTES

Learning objectives

Xero's mobile app is a free tool to help you and your client access key Xero features like bank reconciliation, contacts, receipts and invoicing directly on your phone or tablet. This quick course shows you how.

Course outline

    • Finding contacts using maps
    • Creating invoices, including existing inventory items and adding files
    • Entering receipts
    • Reviewing outstanding invoices
    • Reconciling bank transactions

    Pre-course preparations

    Prior to taking this course, we recommend you check out 'Xero Essentials' or Xero's Certification course for accounting partners.

    Topics covered

    • Contacts
    • Invoicing
    • Mobile

    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?