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Setting up a new client in Xero

Self-paced learning
Launch course



Learning objectives

  • Recognise Organisation and Financial Settings
  • how to add a chart of accounts with opening balances
  • import Accounts Receivable and Payable, and update conversion balances
  • assign and invite users

Course outline

    We'll show you the most important areas to focus on during a conversion process, including getting the chart of accounts and starting data right.

    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

  • Chart of accounts
  • Conversion

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