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Setting Up Xero Step by Step

Video series



Learning objectives

This series of videos will walk you through everything you need to know to get setup in Xero from creating your subscription through to importing your chart of accounts and connecting bank accounts.

Course outline

    • Getting started checklist
    • Adding the Chart of Accounts
    • Understanding conversion balances
    • Entering purchases and sales
    • Adding contacts
    • Setting up Tracking Categories
    • Connecting your bank accounts
    • Importing bank activity
    • Reconciling your accounts

Pre-course preparations

If you have not already, we recommend watching Intro to Xero prior to starting this course.

Topics covered

  • Conversion
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