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New to Xero?

New to Xero?

Using a piece of accounting software for the first time is a daunting prospect. Where do you start?

If you are new to the world of bookkeeping or only have a vague idea of what it is. Xero has some handy guides that will take you through the basics.

I know that as a small business owner you are always busy trying to balance work and other business demands. If you only have 3 minutes to spare, this webpage will take you through the basics.

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When you have more time or the 3-minute explanation has made you want to read further, then this link will take you to Xero’s “How to do bookkeeping” guide.

This guide will take you through all of the basic bookkeeping processes. It also gives ideas of what to consider when hiring a bookkeeper for your business.

Once you are happy that you know what you want to do, follow the links below to find out how.

Understanding the dashboard

Get to know the Xero Dashboard that displays all of your most important financial information, including money coming in and going out, invoices owed to you and bills you need to pay. Find out how to use the dashboard, customise it, and find shortcuts for daily tasks.

Video walk-through | Support article

Confirming Settings

Here’s where to go to confirm or update that all your contact information, social media links, tax rates, and Xero users are accurate. You can also add your company’s branding to invoices, quotes and other documents here.

Video walk-through | Support article

Attaching files

With Xero Files, you can access your documents from anywhere. Find out how to upload, organise and attach documents to your invoices and quotes.

Video walk-through | Support article

Connecting bank accounts

Xero’s all about making tedious tasks easier so Xero connects straight to your bank so your transactions feed in automatically. Here’s how to set things up.

Video walk-through | Support article

Reconciling bank accounts

Once Xero is connected to your bank, reconciling is no longer a chore. See how to find a transaction to reconcile with a bank payment, reconcile multiple invoices or bills with a single item on the bank statement, and transfer money between accounts.

Video walk-through | Support article

Creating quotes

Find out how to create and send a professional looking quote to your customers using Xero. You can easily track the status of your quotes and convert them to invoices in just a few clicks.

Video walk-through | Support article

Invoicing customers

Learn about easy-to-use Xero online invoicing to create and send beautiful invoices, and to give your customers the ability to pay you online – which can help you get paid faster.

Video walk-through | Support article

Creating purchase orders

You can manage your supply chain with purchase orders in Xero. Find out how to create purchase orders and copy them to bills, sales invoices or new purchase orders to save time entering data and keep control of your costs.

Video walk-through | Support article

Paying suppliers

Xero makes it easy to keep track of your accounts payable and simplify the task of paying your bills. See how to pay bills individually or in batches, and set up repeating bill payments.

Video walk-through | Support article

Expenses

Xero Expenses helps you reduce the hidden costs of processing expense claims by giving you simplified workflows, powerful control, and integrated accounting – all inside Xero.

Video walk-through | Support article

Managing projects

Xero Projects is a simple way to track the time and money you spend on each job. Find out how to create a project, add time and expenses, invoice the project, and monitor its profitability.

Video walk-through | Support article

Connecting apps

Have a look at Xero’s app marketplace and how it’s got tools that integrate with Xero to help you run your business even more efficiently. Tools like point of sale software that sends your sales information automatically to your accounts in Xero or time tracking or inventory software that connects with Xero seamlessly.

Video walk-through | Support article