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Getting Started in My Xero

Self-paced learning
Launch course

Free

20 MINUTES

Learning objectives

  • How to activate two-step authentication and last logged in
  • learn how and where to manage your public profile
  • search who has access to billing permissions
  • access help, including the Partner Help Centre
  • access Training on Xero U
  • access the Xero Demo Company

Course outline

    Understand how to use key areas of My Xero, which is your main hub for accessing clients. We'll show you how to update your settings in My Xero to increase security levels, and find relevant help and training.

    Note: This is one of the core courses for Xero Certification. If you wish to get certified, register here .

    Download the Quick reference guide for the course .

Topics covered

  • My Xero

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