You'll learn how to navigate around, create workpaper packs and import your data from Xero.
- Work inside Workpapers
- Use custom workpapers
- Use queries & review points
- Post journals to Xero
- Use the Client Query Portal
Prior to taking this video series, we recommend you take "Xero Essentials" and complete the first video in this series.
More courses you might be interested in
Embrace Your Superpower
Learn how to harness and apply your super powers toward intentional risk-taking. View course
New - 2 Advisor CREDITS - 1 CPE CREDIT
Scaling During Tax Season
Note: You only need to complete one of two to receive credit for this course. Grow and scale your practice during tax time, with help from our panel View course
40 Advisor CREDITS
Xero Advisor Certification (Self Paced) without CPE credit
Get a good grounding in the key principles to convert clients, work in Xero and analyse reports View course