Back to your search

Reviewing client settings for accuracy

Self-paced learning
Launch course

2 Advisor credits

Free

10 MINUTES

Learning objectives

  • How to find and update basic information within Settings
  • edit Contact details
  • turn on the Client's Public Profile
  • locate and verify Financial Settings
  • check invited Users and their permissions
  • find and verify Tracking Categories and Options
  • edit Branding themes, check default Invoice Settings and verify Payment Services
  • review the Chart of Accounts and verify accounts in the Archive tab

Course outline

    Ensuring a Client has been setup correctly is very important. In this course, we'll show you the key areas to review post conversion in Xero, including Settings and the Chart of Accounts.

    Note: This is part of initial Xero Certification as Elective course or can be taken as part of maintaining Xero Certification.

    Download the Quick reference guide for the course .

Topics covered

  • Settings
  • Conversion

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?