For accountants, bookkeepers, and small businesses in the US & CA. Looking to interpret financial data for your business or clients but not sure where to start? This webinar will guide you through key reporting and analytics tools in Xero...
For accountants and bookkeepers in the US & Canada. Trying to make client conversations about Xero easier and more effective? This session covers how to position products & services to your clients, demonstrate their value through a compelling demo, and...
Ready to take your client services to the next level or just getting started? This webinar is your gateway to understanding how the Syft platform can elevate your offerings with comprehensive transaction-level reporting and analytics.
Ready to take your client services to the next level or just getting started? This webinar is your gateway to understanding how the Syft platform can elevate your offerings with comprehensive transaction-level reporting and analytics.
Discover what's new to Xero in the last 90 days, then complete the knowledge check to maintain your Xero Advisor certification.
For accountants, bookkeepers, and small businesses in the US. Feeling overwhelmed or unsure about how to properly collect and manage sales tax in the US? You're not alone — and we've got you covered. The videos below walk you through...
For accountants and bookkeepers in the US & Canada. Advisory services are quickly becoming one of the fastest ways to grow your practice. However, it’s not always clear how to start offering them or what tools and data are required....
For accountants and bookkeepers on the Xero Partner Program in Asia. Get full visibility over your client jobs with Xero Practice Manager. Streamline common practice workflows, invoice clients accurately, use integrated time tracking, and see your job profitability at...
In this course, you’ll learn how to set up, submit, approve, and pay staff expenses and use Xero Expenses to analyse business spending.
Learn to set up and use Xero Projects. Create and edit projects, track time, charge expenses, attach quotes and invoices, and track the cost and profitability of jobs.
For accountants, bookkeepers, and small businesses in the US & Canada. Learn how to set up a new Xero organization for yourself or your clients. This second session of our 2-webinar series covers how to manage users and contacts, configure...
For accountants, bookkeepers, and small businesses in the US & Canada. Discover how Xero’s reporting suite can benefit your practice and deliver valuable insights for your clients. Gather important data using enhanced dashboards, save time by creating custom reports for...
For accountants, bookkeepers, and small businesses in the US & Canada. Learn how to set up a new Xero organization for yourself or your clients. This first session of our 2-webinar series covers how to configure organization and financial settings,...
Maintain your Xero advisor certification by keeping up with Xero’s latest product updates and feature releases.
Discover what's new to Xero in the last 90 days, then complete the knowledge check to maintain your Xero Advisor certification.
Refresh your skills, rejuvenate your workflows, and renew your enthusiasm ready for the year ahead with our free expert-led webinars. Get ready to re-engage with clients and help them soar toward their goals.
Convert your client’s data faster with the Xero Conversion Toolbox. Set up your conversion toolbox account, and import client data with this semi-automated method.
Understand the basics of converting client data to Xero with full control over the migration process. Import key details like the Chart of Accounts, opening balances, invoices, and bills with Xero’s CSV files.
Manage your client workflows easily with Xero. Reconcile transactions in bulk with cash coding, automate data entry with Hubdoc, review data seamlessly, and deliver powerful reporting and insights.
Unlock the full potential of your ecommerce store in this webinar, where experts in all things Shopify + Xero share their top tips on seamlessly syncing and reconciling data, managing inventory and avoiding common ecommerce mistakes.
Discover what's new to Xero in the last 90 days, then complete the knowledge check to maintain your Xero Advisor certification.
Getting set up correctly on Xero is essential to maximise its value to your business. We've created educational content that guides you through the steps needed to start.
Accounting firms are facing app overload. In this session with SuiteFiles and Xero, you’ll learn how using an integrated app stack reduces the amount of friction fatigue you’ll face daily.
Connect to online payment services like Stripe or GoCardless to give customers more ways to pay. Add a ‘pay now’ button to your online invoices to reduce time spent chasing payments, and get paid up to twice as fast.
