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Xero
Accountants & bookkeepers
Education month 2023
Know your numbers for end of financial year
All Topics

Webinar recordings

All Topics

Watch recordings of our webinars from the past 60 days.

25 results returned

  • Set up your small business in Xero - CA & US

    Complete your setup correctly to get the most out of Xero from the start. Enter your organisation and financial settings, connect your bank account, customise your invoices and add users to your organisation.

    • Duration 45m
    • Rating 5.0
    • Beginner

  • Cash flow mastery: top tips to improve cash flow

    For small businesses. Hear our top tips to supercharge your cash flow. Get paid faster with online payments and other methods. Improve your invoicing, access finance more easily, and manage your costs more effectively with technology.

    • Duration 28m
    • Rating 5.0
    • Intermediate

  • Tips to get more out of Xero

    For small businesses. Get the most out of Xero with our top tips. Report on different departments and cost centres easily, process supplier payments, and understand your short term cash flow and business snapshot.

    • Duration 25m
    • Rating 4.0
    • Intermediate

  • Streamline your day to day workflows with Xero

    For all audiences. 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 26m
    • Rating 4.5
    • Intermediate

  • Save time with Xero's practice tools

    For accountants & bookkeepers on the Xero Partner Program. Get an introduction to our suite of practice tools: Xero Practice Manager, Xero HQ and Xero Tax (AU/NZ) and how they work together to help you efficiently carry out tasks, and...

    • Duration 30m
    • Rating 4.0
    • Beginner

  • Make better business decisions with insights and tools

    For small businesses. Improve your financial planning and decisions with Xero's reporting tools. Get the data you need by using Budget Manager, customising the Profit and Loss report and exploring our new insights tool, Analytics Plus.

    • Duration 44m
    • Rating 5.0
    • Intermediate

  • Faster client conversions with the Xero Conversion Toolbox

    For accountants & bookkeepers. Save time when it comes to moving your clients data across to Xero using the Conversion Toolbox to bulk import the files such as the chart of accounts, opening balances, transactions and more.

    • Duration 51m
    • Intermediate

  • Automate data entry with Hubdoc and Xero

    For all audiences. Save time on data entry with Hubdoc and Xero. Store files easily, send them to Xero, and have supplier bills created for you. Available on Xero's business edition plans.

    • Duration 19m
    • Rating 4.3
    • Beginner

  • Save time on data entry with E-invoicing

    For all audiences in Australia, New Zealand, and Singapore. Get started with e-invoicing in Xero. Receive e-invoices directly into Xero to save time on data entry. Send e-invoices into your customers’ accounting software to help get paid faster.

    • Duration 12m
    • Intermediate

  • 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
    • Beginner

  • An introduction to NZ Xero Payroll

    This is a webinar recording for all audiences. Cover the fundamentals of Xero Payroll; set up employees and pay items. Process a pay run with payday filing, manage leave requests, and invite your staff to the Xero Me mobile app.

    • Duration 45m
    • Beginner

  • Convincing clients to switch to the cloud with ease

    For accountants & bookkeepers. Clearly communicate Xero’s benefits to your clients, and handle their questions with ease. Convince more clients to use Xero, deliver impactful product demos, and grow your practice with Xero's Partner Program.

    • Duration 43m
    • Intermediate

  • Convert clients to Xero in the new year

    This is a webinar recording for accountants & bookkeepers. Seamlessly move clients to Xero using the Conversion Toolbox. Learn how to bulk import data such as the chart of accounts, opening balances and transactions so clients are ready to use...

    • Duration 46m
    • Beginner

  • Manage jobs in Xero Practice Manager

    This is a webinar recording for accountants & bookkeepers. Review your work in progress and close off prior jobs for better visibility over performance. Set up your jobs for the new year so you can manage them efficiently.

    • Duration 26m
    • Beginner

  • Simplify client reporting for year end

    This is a webinar recording for accountants & bookkeepers. Unlock the full potential of Xero’s reporting this year end. Explore client-level edits to annual reports, and learn how report templates can increase efficiency in your practice.

    • Duration 22m
    • Intermediate

  • 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 36m
    • Beginner

  • Review and process payroll at end of financial year

    This is a webinar recording for all audiences. Refresh the steps to review and process payroll at financial year end. Be informed of any rate changes and see worked examples from the payroll blog.

    • Duration 19m
    • Rating 5.0
    • Beginner

  • Get your business ready for financial year end

    This is a webinar recording for small businesses. If you're new to preparing your year-end data in Xero, join us for this live webinar to learn how. We’ll show you what to check before you start and how to get...

    • Duration 37m
    • Beginner

  • Prepare your clients’ data for the financial year end

    This is a webinar recording for accountants & bookkeepers. We’ll show you what to check before you start finalising the year end for your clients in Xero. Discover tips to get client information, review their Xero organisation and make adjustments...

    • Duration 28m
    • Beginner

  • Elevate your Bookkeeping Practices with XPM & XBert

    This webinar recording is for Accountant and Bookkeepers based in AU. Discover the advantages of integrating XBert with XPM and Xero. Get best-practice tips and insights to enhance the efficiency and effectiveness of your bookkeeping workflow and processes.

    • Duration 45m
    • Intermediate

  • Accurately review and file the GST F5 Return

    Save time preparing your GST F5 returns with Xero. Automatically populate the return, review the data accurately, and file it directly with IRAS through Xero.

    • Duration 18m
    • Intermediate