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 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

AICPA: Annual Executive Roundtable

View course

Live classroom

Bank Reconciliation for Beginners

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

Video series - 21 MINUTES

Bill.com Advanced Feature Set

Get instruction on Xero + Bill.com direct integration and data syncing. View course

Video learning - 1 HOUR

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

Building your Advisory Services

Dive into the nitty-gritty of adding client advisory services to your practice. View course

Video learning - 1 HOUR

Featured courses

New - 5 Payroll CREDITS - 1 CPE CREDIT

The Payroll Quarter October 2017

Catch up on all things Xero Payroll. Learn about the latest announcements, feature releases, and discover the best tips and tricks from our payroll user community. View course

Live webinar

New - 5 Advisor CREDITS

Xero HQ - Advisor Directory (US)

Learn to reach new customers and build your practice with a well-written listing in the Xero advisor directory. View course

Self-paced learning - 40 MINUTES

New - 5 Payroll CREDITS

The Payroll Quarter for all things Xero payroll - July 2017

Catch up on all things Xero Payroll. Learn about the latest announcements, feature releases, and discover the best tips and tricks from our payroll user community. View course

Self-paced learning

New

Why Xero

What makes Xero different? In this series, we'll look at the unique design and features that make Xero stand out from the crowd. View course

Web Link

2 Advisor CREDITS

Product Update September 2017

Keep up with Xero's latest product updates and feature releases with our monthly product webcast. Join us each month for a deep dive into new releases and updates across the Xero platform.  View course

Live webinar - 1 HOUR

New - 2 Advisor CREDITS

Product Update - July 2017

Catch up on all things Xero with a fast-paced monthly update spanning product, programs and future releases. View course

Self-paced learning

Upcoming live courses

Wed, 20 Sep 2017

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

Tue, 26 Sep 2017

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

Thu, 05 Oct 2017

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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