Xero U education

 

Live and online courses, webinars and events where you can learn all about Xero and how to get the most out of it

 

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5 Payroll CREDITS

The Payroll Quarter for all things Xero payroll - October 2017

Your quarterly one spot stop to stay up-to-date on the latest happenings with Xero Payroll in the US.  View course

Self-paced learning

5 Reflections on Succession Planning

You have a clear strategy to sell or buy a business, but you also know, it's not easy. Facing succession planning – in a rapidly changing workforce – takes time, clarity and thoughtfulness. Adrian Simmons of Elements CPA details the experience of taking over his father's firm and shares tips for those looking to transfer the reins. View course

Video learning - 43 MINUTES

5 Steps to Adding your first Xero Client

Xero Accounting Partner Cristina Garza walks through the ins and outs of adding your first Xero client. View course

Video learning - 40 MINUTES

2 Advisor CREDITS

Adding employees to payroll

It's important to set up employees correctly before processing your first pay run. View course

Self-paced learning

New - 3 Payroll CREDITS

Adding value to your practice using Xero Payroll

Ensure your clients are the right fit and that they'll benefit from using Xero payroll. View course

Self-paced learning - 20 MINUTES

Bank Reconciliation for Beginners

The ins and outs to reconciling accounts in Xero. View course

Video series - 21 MINUTES

2 Advisor CREDITS

Budgeting for financial success

Understand how Xero's Budget Manager helps you use Xero to your best advantage for planning the financials of your client's business View course

Self-paced learning - 35 MINUTES

Carrying out everyday tasks

Learn how to carry out key bookkeeping tasks, including Bank reconciliation, Sales invoicing and Purchase bills View course

Self-paced learning - 35 MINUTES

2 Advisor CREDITS

Reviewing client settings for accuracy

Learn how to review and edit all areas of General Settings in Xero, including Chart of Accounts View course

Self-paced learning - 10 MINUTES

Featured courses

New - 4 Advisor CREDITS

Getting started with Xero +C

This course will show you how to set up and start running Xero +C.    View course

Self-paced learning

New

Welcome to XPM Self Implementation Training

This course takes you through the implementation steps required to get Xero Practice Manager up and running in your practice. View course

Web Link - 3 HOURS

New - 5 Advisor CREDITS

Product Update January 2018

Keep up with Xero's latest product updates and feature releases with our quarterly product webcast. Join us each quarter for a deep dive into new releases and updates across the Xero platform. In this webinar we'll review all the new features we released in 2017. View course

Live webinar - 1 HOUR

New - 4 Advisor CREDITS

Getting familiar with Xero HQ

Understand the functionality of Xero HQ and how it will work for you and your practice.  View course

Self-paced learning

New - 3 Payroll CREDITS

Wrapping up the payroll year end in Xero

This course will prepare you to wrap up your payroll year end in Xero, a must for any payroll administrator. We’ll guide you through a best-practice end of year workflow and get you ready for the new year with Xero payroll. View course

Self-paced learning

40 Migration CREDITS - 3 CPE CREDITS

Xero Migration Certification (self paced)

Successfully moving your new and current clients onto Xero can sometimes become stalled. We've come up with a certification course to prepare you and your practice for accurate and efficient migration of your clients onto Xero. View course

Self-paced learning - 2 HOURS 30 MINUTES

Upcoming live courses

Wed, 24 Jan 2018

40 Advisor CREDITS - 4 CPE CREDITS

Xero Advisor Certification (Webinar)

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

Live webinar - 4 HOURS

Wed, 31 Jan 2018

40 Advisor CREDITS - 4 CPE CREDITS

Xero Advisor Certification (Webinar)

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

Live webinar - 4 HOURS

Wed, 07 Feb 2018

40 Advisor CREDITS - 4 CPE CREDITS

Xero Advisor Certification (Webinar)

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

Live webinar - 4 HOURS

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