Xero: Getting Started

 

Xero getting started videos

I’ve curated some videos for Xero to help get you started! Please try to view these videos before our Xero Implementation Day meeting.

It will allow our time to go much smoother and be more efficient. 

  

The Xero Dashboard

We’ve viewed this during out initial meetings. Xero’s dashboard is extremely concise and intuitive. 

 

Setting up your bank feeds

Quickly setup your bank and credit card feeds in Xero.

 

Creating a new invoice

If you’re transferring from another software to Xero, here is a quick way to get started making invoices!

 

How to invite a new user in Xero

If you already have a Xero account, here is how to easily add a new user!

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