This course is for accountants and bookkeepers new to the Xero partner programme. Find out how being a Xero partner can enhance your practice and transform the way you work with your clients. You’ll learn about the Partner area of Xero Central. Then, we guide you around Xero HQ so you’re familiar with the features and tools that help you simplify your workflows and run your practice. Finally, you’ll learn how to set up and manage practice staff and clients in Xero HQ to get you started on your Xero journey.
Get started as a Xero partner
By the end of this course, you will be able to:
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Access resources exclusively available to Xero partners to help you manage and grow your practice.
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Navigate Xero HQ to find the tools and features you need.
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Add and manage staff and their permissions to Xero HQ tools and client organisations.
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Add and manage clients to record business details for those on Xero and those not yet on Xero.
Use Partner Central to track and grow your practice. Manage your Xero relationship and add pathways to tailored tasks and guides to develop your practice.
Manage your clients and staff in one place using Xero HQ. It’s convenient and secure, helping you work with your clients more efficiently.
Discover the benefits waiting for you as you grow with the Xero partner programme!