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Setting up Step by Step

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Learning objectives

This course will walk you through everything you need to know to get setup in Xero from entering basic details about your organization to importing your chart of accounts to setting up email templates.

Course outline

    • Enter the basic details about your organization into Xero
    • Create the financial defaults used for reports, invoices, and bills
    • Set up tax rates
    • Customize the default Chart of Accounts
    • Import a Chart of Accounts
    • Create bank accounts and bring in bank transactions for reconciliation
    • Enter opening balances
    • Customize invoice settings
    • Customize email settings
    • Enter contacts
    • Set up Tracking

Topics covered

  • Chart of accounts
  • Settings
  • Conversion

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