Xero Basics

If you are new to Xero and would like a basic understanding of how to steer your way around Xero, and learn how to set up your Xero file settings then this course will be of great benefit to you.

  • What is Xero?
  • My Xero and Xero Subscription
  • Logging into Xero
  • Opening your Business file
  • The Dashboard
  • The ‘Getting Started’
  • Opening Multiple Screens
  • Accessing Xero Help

Organisation Settings:

  • Add Your Business Details
  • Add Your Contact Details
  • Add Social Links

Financial Settings:

  • End of Financial Year Dates
  • Lock Dates
  • BAS Settings

User Settings:

  • Adding Users
  • Roles of the Users
  • Account Types
  • Add a New Account
  • Delete an Account
  • Importing a Chart of Accounts
  • What are Tracking Categories
  • Adding a Tracking Category
  • Adding Category Options
  • Viewing Reports
  • Printing Reports
  • Exporting Reports
  • Publishing Reports
  • Setting Up New Bank Accounts
  • Setting Up Bank Feeds
  • Setting Up Credit Cards
  • Setting Up PayPal Accounts
  • Options for Dashboard Display