Where do I start?

Where do I start?

Using any new piece of software for the first time can be daunting. I have put together a collection of links to Xero Central articles and Xero You Tube videos, that should help you set up and use your brand new account.

The icons below will give you an indication of the type of content you will be navigating to.

Online Lesson

Help Article

Video

Online Course

Get Started

Basic Accounting

Compare the different types of customer and supplier transactions you can enter in Xero. Understand what your financial reports in Xero are showing you, so you can make better business decisions.

Manage two-step authentication

Two Step authentication is a security feature that requires two methods of authentication from independent categories of credentials to verify a user’s identity for a login or other transaction.

Use the demo company

Xero’s demo company lets you try out Xero’s features without setting up your own organisation or entering your own data.

Get help from Xero support

Free and unlimited online customer support is part of your Xero subscription.

How to understand 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.

Set up an Organisation

Set up Xero for your business

Get started with a free trial account, and customise Xero for your business. Choose the look and feel of your invoices, and enter your business’ financial details to get accurate reports in Xero.

Set up Xero

Get your Xero organisation set up and running how you need it to. Use the dashboard to keep an eye on your business. Customise Xero’s settings and chart of accounts to best suit your business.

Daily tasks

How to connect 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.

How to reconcile 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.

How to create 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.

How to invoice 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.

How to create 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.

How to pay 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.

How to attach 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.

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