Xero Video Tutorials

If you’re new to Xero and need help with the basic steps, we’ve put together a selection of Xero video tutorials below to help you get the most out of the cloud accounting software.

If you would like to discuss any aspect of Xero and how it can help you manage your company’s finances more effectively, please don’t hesitate to get in touch with a member of our team.

Getting Started on Xero

Xero is designed so you can quickly and easily start doing business today while taking the time you need to set up your account correctly. From the Welcome Panel, you can get stuck into running your business right away.

Walking through the features of Xero

To help get started with Xero, we’re going to work through a few of the features. After watching this video, you’ll be able to create and send an invoice, connect and reconcile your bank account, and add the contact details of your customers.

The Xero Dashboard

There are countless things to keep track of when you’re running a small business – and one of the most important is your finances. With the Xero Dashboard, you can easily see your overall business performance.

Connect your bank account to Xero

Xero accounting software is all about making tedious tasks like bank reconciliation easier. This video tutorial shows you how to set up a bank feed to help automate your transaction entry and bank reconciliation in Xero.

Invite an advisor to Xero

Xero is designed so you can collaborate with an accountant or bookkeeper to help you grow your business.

Sales and online invoicing in Xero

Xero accounting software helps make your sales and invoicing process easy to manage. Even invoicing your clients and getting paid is a fast and seamless process.

Mark Hay
Director

Aberdeen

Suzanne Kerr
Director

Dundee

Andy Niblock
Partner

Edinburgh

Related Content

Quickbooks Video Tutorials
Startup & Small Business Support