Xero Training and Resources

Xero TV provides a wide range of video tutorials to help you get up and running quickly and easily.

Here’s our three step quick start guide to accompany the Xero TV videos at www.tv.xero.com

#1 Connect bank feeds from your bank account.  It’s easy and it only takes a few minutes plus the benefits are huge.  Because your bank statement lines are brought into Xero automatically, it’s practically effortless to keep your account accurate and up-to-date.

#2 Add your organisations details and customise your invoices by simply uploading your business logo.  Add a payment service so your customers can easily pay your invoices online by just clicking pay now.

You can now start processing transactions and invoicing your customers anywhere and anytime.

#3 Customise the chart of accounts to get your accounting right as you move forward. You might need to make a few simple changes to the default chart to customise it to suit your business – but that’s easy.

Importing your own chart of accounts. If you are importing a chart of accounts from your old system, you will want to set aside some extra time to do this. It’s very easy to do and help is at hand. In Xero, simply click on the question mark on the top right hand side of the screen to get additional help.

That said, you can import your chart along with opening balances straight into Xero by using the Zero template.  Watch the video tutorials or visit www.tv.xero.com

Getting Started on Xero

Xero can connect straight to your bank. Your transactions will feed automatically into Xero. Connecting a credit card, loan or PayPal account is simple. This video explains how to do it.

Walking through the features of Xero

Xero can connect straight to your bank. Your transactions will feed automatically into Xero. Connecting a credit card, loan or PayPal account is simple. This video explains how to do it.

Let’s Take A Closer Look At The Features In Xero

For Additional Training and Resources Visit Xero.com

Xero TV provides a wide range of video tutorials to help you get started or build your knowledge and expertise.  Visit www.tv.xero.com

Connecting Your Bank To Xero

Xero can connect straight to your bank. Your transactions will feed automatically into Xero. Connecting a credit card, loan or PayPal account is simple. This video explains how to do it.

Direct Bank Feeds In Xero

This tutorial will explain the benefits of having your bank statement lines flow directly into Xero on a daily basis. Once you reconcile you will be up to date. This will make it easier for you to forecast your cash flow.

Get Additional Help From Our Digital Champion

Remember, if you need additional help and support, our in-house digital champion Hannah Boccaccio is here to help. Call Hannah on 059 913 7040 or 01 278 4455.