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Implementing Xero Step by Step

Self-paced learning
Launch course

2 Advisor credits



Learning objectives

This self paced video series is ideal for Xero Partners looking to onboard clients by providing them the resources to efficiently and confidently convert from their existing accounting software to Xero. We walk you through carrying out a complete setup of your client's organization in Xero. If your client will be involved in the process, we've provided and easy way to share individual video guides with them; you can also use these guides to train your staff on best practices for Xero conversions.

Course outline

    • Getting started checklist
    • Adding the Chart of Accounts
    • Understanding conversion balances
    • Entering purchases and sales
    • Adding contacts
    • Setting up Tracking Categories
    • Connecting your bank accounts
    • Importing bank activity
    • Reconciling your accounts

Pre-course preparations

If you have not already, we recommend watching "Intro to Xero" and "Xero Essentials" prior to starting this course.

Topics covered

  • Bank
  • Contacts
  • Conversion

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