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Xero HQ

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For accountants and bookkeepers: Learn how to add and manage clients and staff, gather client information and set up templates to standardise reports.

2 results returned
  • Get started as a Xero partner

    Learn the key steps to activate Xero HQ and Partner Central, ensuring you maximise resources for your firm.

    • Path
    • Duration 50m
    • Beginner
  • Manage practice tasks in Xero HQ

    Learn to efficiently manage your practice and streamline your workflows using Xero HQ. This course covers getting started, adding clients and staff, requesting client information, customising report templates, and the benefits of the Xero partner program.

    • Path
    • Duration 32m
    • Intermediate