Skip to main content

All Activities

115 results returned
  • Your guide to new invoicing

    We've had two versions of our invoicing feature for a while—classic and new invoicing. The new version is built on the latest technology, designed to make it easier to customise your invoices and simplify how you get paid. This guide...

    • Rating 3.0
  • Get started with the basics

    This course is for small business owners, accountants, and bookkeepers who are starting to use Xero for the first time. You’ll learn how to set up and use Xero effectively, streamlining regular bookkeeping tasks to save time.

    • Path
    • Duration 1.5h
    • Rating 5.0
    • Beginner
  • Save time filing your client’s BAS & tax returns with Xero Tax

    Understand the benefits of Xero Tax, and automatically populate returns with Xero data. Review returns easily, file them directly with the ATO to save time, and drive efficiency within your practice. Understand the help and support available to move your...

    • Duration 28m
    • Rating 3.3
    • Intermediate
  • Streamline your day to day workflows with Xero

    Understand the basics of Xero. Save time reconciling your bank accounts, send out invoices quickly, gain oversight of your bills, and get better insights with Xero's reports.

    • Duration 36m
    • Rating 4.5
    • Beginner
  • Migrate your practice to Xero seamlessly

    This is for accountants & bookkeepers in Australia. Learn the steps to migrate to Xero from APS, Handisoft or MYOB from start to finish. Understand how Xero supports your conversion, the options available and your role in the conversion process.

    • Duration 37m
    • Beginner
  • Product update for May 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. We’ll also show you what's coming in the next 90 days and anything else to...

    • Duration 30m
    • Rating 4.4
  • Prepare and finalise payroll

    For EOFY audiences in Australia. Complete your year-end payroll by finalising your payroll data and sending it to the ATO, all from within Xero Payroll.

    • Path
  • Close off the books

    If you're a small business, understand the basics of bookkeeping and how to get your numbers ready for your advisor. If you're an accountant or bookkeeper, learn how to finalise your client's books and seamlessly prepare and finalise financial reports.

    • Path
  • Move to Xero

    Get your practice and clients ready to move to Xero. Start by migrating your practice to Xero and then explore adding jobs in Xero Practice Manager. For your clients, start by choosing the correct plans and then how to convert...

    • Path
  • Convincing clients to switch to business edition with ease

    Clearly and confidently articulate why clients would benefit from moving to a business edition plan, and handle their questions with ease. Create product demos tailored to clients’ needs, and discover how Xero’s Partner Program can help you bring clients on...

    • Duration 42m
    • Intermediate
  • Get the most out of Xero for your business - CA & US

    For small businesses. Maximize the value you get out of Xero. Learn how to manage contacts, inventory, repeating transactions, and use additional features to automate your workflows and support your business.

    • Duration 1h
  • Support your clients to better manage their cash flow

    For accountants and bookkeepers. Share with your clients the value of Hubdoc, eInvoicing and other business edition tools to help take charge of their cash flow. Improve business insights with Analytics and Analytics Plus to drive advisory conversations going forward.

    • Event
    • Duration 45m
  • 2024 NZ Tax Update

    This is a webinar recording for accountants & bookkeepers.  Stay up to date with changes to tax for the new financial year. Learn what's changing and how to get ready.

    • Duration 33m
    • Rating 4.4
    • Beginner