This course is for small business owners, accountants, and bookkeepers who want to learn how to fully set up Xero. You'll learn to complete and edit organisation and advanced settings to tailor Xero to suit your business. This course is module 1 of the L2 Xero professional certification.
Set up Xero
By the end of this course, you will be able to:
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Complete basic and advanced organisation and financial settings for your business
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Edit settings to customise invoice services and templates for your business.
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Import and tailor chart of account codes specific to your business.
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Add opening balances at your conversion date so Xero has an accurate financial starting point.
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Navigate the Xero dashboard to add and see financial information about your business.
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Store business documents and add them to transactions from the files library in Xero.
This is where it starts. Learn to accurately set your organisation details, financial year end, and essential branding settings in Xero.
Get paid faster! Configure your invoice branding, payment services, and default settings to automate and simplify your sales workflow in Xero.
Enable Xero to Xero. Learn how to connect with suppliers who also use Xero to share purchase documents instantly, saving you time and effort.
Get your books just right! We'll guide you through setting up your Chart of Accounts and key financial preferences quickly and correctly.
Finalise your settings! Learn to correctly configure sales tax rates, set up untracked inventory, and review other essential preferences.