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Using Workpapers in your practice - 1. Getting Started

Self-paced learning
Launch course

1 Advisor credit



Learning objectives

You'll learn how to reconcile accounts, add your own custom workpapers, use queries and review points for communication, and post journals to Xero.

Course outline

    • Navigate inside Workpapers
    • Create a Workpaper pack
    • Send client queries in bulk
    • Import & edit the trial balance

Pre-course preparations

Prior to taking this video series, we recommend you take the "Xero Essentials" course

Topics covered

  • Settings
  • Workpapers

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