Back to your search

Set up Xero

Self-paced learning
Launch course



Learning objectives

  • Customise the dashboard and navigate in Xero.
  • Add users, and important information to settings.
  • Add and manage Files in Xero.
  • Add information into settings to display on reports, and promote consistency.
  • Edit and import a chart of accounts.
  • Edit import template and import invoices and bills.
  • Set the conversion date and add conversion balances.

Course outline

    Learn how to read and customise the dashboard, invite users with the right level of access, set up the files inbox, customise the chart of accounts and enter the opening transactions and starting balances.

Topics covered

  • Settings
  • Dashboard

More courses you might be interested in


Managing security in Xero

Protect your business with a strong defence View course

Web Link - 1 HOUR


The Payroll Quarter for all things Xero payroll - April 2018

Your quarterly one spot stop to stay up-to-date on the latest happenings with Xero Payroll in the US. View course

Self-paced learning - 45 MINUTES

40 Migration CREDITS - 3 CPE CREDITS

Xero Migration Certification (Self-Paced)

Successfully moving your new and current clients onto Xero can sometimes become stalled. We've come up with a certification course to prepare you and your practice for accurate and efficient migration of your clients onto Xero. View course

Self-paced learning - 2 HOURS 30 MINUTES

Still not what you're looking for?