Faster client data conversions with the Xero Conversion Toolbox
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.
All Activities
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Convincing clients to switch to the cloud with ease
Convince more clients to switch to Xero. Showcase Xero’s value effectively, deliver impactful product demonstrations, and easily overcome objections.
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Migrate clients' data to Xero via CSV files
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.
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Supercharge your accounting workflows with Xero
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.
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Optimizing Xero for Growth: Scaling with Multi-Entity Efficiency
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.
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Product Update for November 2024
Discover what's new to Xero in the last 90 days, then complete the knowledge check to maintain your Xero Advisor certification.
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Get started with Xero
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.
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Learn how to simplify your workflows with Suitefiles
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.
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Streamline transactions in Xero for improved cash flow management
For small businesses. Reconcile transactions correctly and with ease. Use tools such as Hubdoc and eInvoicing to streamline the process of getting your transactions into Xero more effectively.
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Give customers more ways to pay with online invoice payments
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.
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Ecommerce masterclass: Optimise your Shopify store with Xero
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.
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Get to know Xero
Complete these lessons to explore the fundamentals of Xero so you have everything you need to know before you start.
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Power your practice with Xero + Ignition
Join our webinar to hear from Darren Berley of accounting firm Morrows how integrating Xero with Ignition has helped him reclaim time, profitability and cash flow - and why he wishes he'd started sooner! For accountants and bookkeepers in Australia...
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Review a snapshot of client health with Client Insights
We’ve released an Insights dashboard in Xero HQ and Xero Practice Manager to provide you with a snapshot of your business edition clients’ performance. This lesson helps you learn more about the Insights Dashboard.
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Cloud Tax, Done Right - Xero's Proven Solution
Considering a move from APS to the cloud? Join us to discover why Xero Tax is the go-to cloud solution for efficient, accurate, and stress-free tax preparation. We'll have a live product demo and you'll hear from a fellow partner...
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Cloud Tax, Done Right - Xero's Proven Solution
Considering a move from MYOB to the cloud? Join us to discover why Xero Tax is the go-to cloud solution for efficient, accurate, and stress-free tax preparation. We'll have a live product demo and you'll hear from a fellow partner...
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Cloud Tax, Done Right - Xero's Proven Solution
Considering a move from APS to the cloud? Join us to discover why Xero Tax is the go-to cloud solution for efficient, accurate, and stress-free tax preparation. We'll have a live product demo and you'll hear from a fellow partner...
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Cloud Tax, Done Right - Xero's Proven Solution
Considering a move from MYOB to the cloud? Join us to discover why Xero Tax is the go-to cloud solution for efficient, accurate, and stress-free tax preparation. We'll have a live product demo and you'll hear from a fellow partner...
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Cloud Tax, Done Right - Xero's Proven Solution
Ready to move from Handisoft to the cloud? Join us to discover why Xero Tax is the go-to cloud solution for efficient, accurate, and stress-free tax preparation. We'll have a live product demo and you'll hear from a fellow partner...
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Optimising your cash flow in FY25
Get the ultimate clarity on your cash flow. Dive into how you can achieve greater control over every area that impacts your business’s finances with the help of apps that connect to your Xero account.
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Product update for August 2024
Discover what's new to Xero in the last 90 days. We'll cover the latest releases for your business, and what's new in the app space.
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Explore updates to Xero Payroll for New Zealand
Discover payroll enhancements tailored to boost efficiency for you and your clients. We've improved set up, refreshed payroll reporting, and are introducing employee employment types, leave in days and weeks, and work patterns.
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Learn Xero for your business: Webinar series
This webinar learner journey starts from the basics of Xero and builds all the way up to Xero's advanced tools. Follow along with our UK education specialists and ask questions during our live webinars to help you get the most...
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Kickstart the new financial year
Whether you’re an advisor or a small business, it’s time to shake off the tax stress and head into a new financial year equipped with apps to make FY25 your best year yet.
