This course is for accountants and bookkeepers who want to learn how to use Xero HQ to run and manage their practice and streamline their workflows. You’ll learn about the tools and features available to Xero partners in Xero HQ.
Manage practice tasks in Xero HQ
By the end of this course, you will be able to:
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Navigate Xero HQ to find the tool 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.
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Request client information using Xero Ask.
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Access resources exclusively available to Xero partners to help you manage and grow your practice.