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 covers topics in 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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Add untracked inventory items in products and services to help speed up invoicing customers.
This is where it starts. Learn to invite users into Xero and tailor email settings to send documents from 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 how to enter your business’s opening balances correctly.
Finalise your settings! Review your sales tax rates and set up untracked inventory to save time invoicing customers.