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

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

Getting Started with Xero HQ

Learn about your Xero user profile, securing your Xero login and finding resources to learn more about Xero. View course

Self-paced learning - 30 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 client organizations in My Xero

This course is for the master administrator and administrator users in your Xero practice. The master administrator is responsible for creating and managing the practice billing accounts. View course

Self-paced learning

5 Advisor CREDITS

Managing staff in Xero HQ

The course is aimed at users in a practice that have the Xero HQ Administrator role and are responsible for adding staff and managing their client access. View course

Self-paced learning

3 Migration CREDITS

Manual Conversion Step-by-Step

If you're looking to manually convert a client to Xero, you've found the right spot. This course covers the essential steps of how to set up a client's organization in Xero using manual entry and importing data. View course

Self-paced learning

1 Advisor CREDIT

QuickBooks® Conversion - Step by Step

Everything you need to know to bring a QuickBooks® file into Xero View course

Self-paced learning - 13 MINUTES

Featured courses

New

Setting up Projects

This course teaches you how to set up Projects in Xero. You’ll learn what Projects is and how to set it up, how to get access to Projects and how much it’ll cost you to use Projects in Xero. View course

Self-paced learning - 30 MINUTES

New

Setting up Xero Expenses

You’ll learn what Xero Expenses is and how to set it up, and how to access and manage. View course

Self-paced learning - 20 MINUTES

Upcoming live courses

Thu, 26 Apr 2018

40 Advisor CREDITS - 4 CPE CREDITS

Xero Advisor Certification (Webinar)

You need partner edition to attend this course.  View course

Live webinar - 4 HOURS

Tue, 01 May 2018

New - 1 Advisor CREDIT

Product Update - May 2018

Xero online accounting software is built in the cloud and enhanced regularly with new tools. Stay on top of these key updates and announcements with our quarterly webinar. A Xero teammate leads the webinar and walks you through new product features, exciting announcements and sneak peeks of what’s to come. View course

Live webinar - 1 HOUR

Wed, 02 May 2018

40 Advisor CREDITS - 4 CPE CREDITS

Xero Advisor Certification (Webinar)

You need partner edition to attend this course.  View course

Live webinar - 4 HOURS

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