Xero U education

Live and online courses, webinars and events where you can learn all about Xero and how to get the most out of it

 

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5 Steps to Adding your first Xero Client

Xero Accounting Partner Cristina Garza walks through the ins and outs of adding your first Xero client. View course

Video learning - 40 MINUTES

2 Advisor CREDITS

Adding employees to payroll

It's important to set up employees correctly before processing your first pay run. View course

Self-paced learning

2 Advisor CREDITS

Reviewing client settings for accuracy

Learn how to review and edit all areas of General Settings in Xero, including Chart of Accounts View course

Self-paced learning - 10 MINUTES

2 Advisor CREDITS

Converting a client's tracked inventory

Understand how to setup Tracked Inventory as part of a conversion View course

Self-paced learning - 30 MINUTES

Switching from QuickBooks to Xero

Best practices and practical solutions for moving clients from QuickBooks to Xero. View course

Video learning - 25 MINUTES

Getting Started in My Xero

Find out how to manage your My Xero settings and access Help and Training View course

Self-paced learning - 20 MINUTES

2 Advisor CREDITS

Implementing Xero Step by Step

Step by step guide to setting up your organization on Xero.  View course

Self-paced learning - 42 MINUTES

2 Advisor CREDITS

Managing clients and staff in My Xero

Learn about updating staff and clients, when changes occur in your Xero Practice View course

Self-paced learning - 25 MINUTES

3 Advisor CREDITS

Navigating Payroll Setup

This course we'll guide you through everything you need to know to set up your client's organization with Xero Payroll. View course

Self-paced learning

Featured courses

New - 4 Advisor CREDITS

Managing Activity Feed and Alerts in Xero HQ

Xero is committed to helping our partners be more productive at work. Xero HQs Activity Feeds provide instant visibility to the tasks that need to be completed with timestamped alerts. Complete this course to learn how to use the Activity Feed and Alerts to manage your daily workflow. View course

Self-paced learning

New - 5 Advisor CREDITS

Managing staff in Xero HQ

In Xero HQ, there are different roles and levels of permissions that you can select for each staff member. Selecting the right permissions is important to ensure that staff members have the right level of access in Xero and to their clients. View course

Self-paced learning - 30 MINUTES

Upcoming live courses

Wed, 18 Oct 2017

40 Advisor CREDITS - 4 CPE CREDITS

Xero Advisor Certification (Webinar)

Get a good grounding in the key principles to convert clients, work in Xero and analyze reports View course

Live webinar - 4 HOURS

Wed, 18 Oct 2017

1 CPE CREDIT

Intro to Xero

Get a big picture view of how we can help you to improve productivity and boost client relationships simply by using Xero. You’ll learn about Xero and how the various ‘editions’ come together to form a single, integrated solution. View course

Live webinar - 1 HOUR

Wed, 25 Oct 2017

OSCPA: Accounting Show

 

View course

Live classroom - 8 HOURS

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