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

Quarterly Partner Update - May

Slide into summer with our quarterly Partner Update. Catch up with President, Keri Gohman, as she talks strategy past a million Xero subscribers. Then, Vice President of Partner Relations, Amy Vetter, walks through product and program announcements. View course

Video learning - 31 MINUTES

New - 2 Advisor CREDITS

Product Update - May 2017

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

Self-paced learning

New - 2 Advisor CREDITS - 1 CPE CREDIT

Plan ahead before converting your clients QuickBooks file

Join us as we detail the steps for your clients QuickBooks-to-Xero conversion. Learn to prepare and upload your client's file – and then see what happens before, during and after the actual file conversion. View course

Live webinar - 1 HOUR

New - 5 Payroll CREDITS - 1 CPE CREDIT

The Payroll Quarter

Join us for our casual, quarterly webinars and catch up on all things Xero Payroll. Learn the latest feature releases and announcements, and discover the best tips and tricks from our payroll user community. View course

Live webinar

New - 2 Advisor CREDITS - 1 CPE CREDIT

Get to work after your clients QuickBooks-to-Xero conversion

This webinar is step-by-step review of your client's converted data, including trial balances, bank reconciliations, conversion balances and more. Once you teach your client how to accept the subscription and understand details of the converted organization – your client will be ready to work. View course

Live webinar - 1 HOUR

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

Upcoming live courses

Tue, 27 Jun 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, 06 Jul 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, 11 Jul 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

Other Xero events

New Partner Program

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Xero TV

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