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

New - 5 Migration CREDITS

Converting from QuickBooks to Xero

Xero's free conversion tool makes it easy to convert a client from QuickBooks. This course will show you the steps to a problem-free conversion. View course

Self-paced learning - 1 HOUR

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

New

Managing Projects

Projects lets you create and manage projects that can work with other parts of Xero, like invoicing, expenses, inventory and contacts. It's perfect for small businesses in professional service industries. 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

Featured courses

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

New

Managing Projects

Projects lets you create and manage projects that can work with other parts of Xero, like invoicing, expenses, inventory and contacts. It's perfect for small businesses in professional service industries. View course

Self-paced learning

Upcoming live courses

Wed, 20 Jun 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

Sun, 24 Jun 2018

TSCPA: Build A Successful Practice

Whether you’re a new firm or existing firm looking to grow – you need a plan. Join Cristina Garza as she details how to best choose your path. She then helps you develop the tools to make that path a reality. This holistic view of cloud technology, marketing, goal setting and success measurement can help any firm take a more efficient step toward its future. View course

Live classroom - 1 HOUR 40 MINUTES

Tue, 26 Jun 2018

New

Marketing by Numbers

During this four part series, host Matt Wilkinson, founder of Bizink, will bring his years of marketing expertise to the series to provide concrete examples, actionable recommendations, and easy hacks. View course

Live webinar - 4 HOURS

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