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Xero how-to
rescources

Getting started with the basics

Review organisation details: Essential setup steps for Xero
03:13
How to import bank statements into Xero (CSV guide)
06:19
How to create and send invoices in Xero
06:16
Starting out with tracking categories
01:34

Set up Xero

How to import your chart of accounts (COA) into Xero
04:17
Xero to Xero Network: Automatically send invoices
02:07
How to customise your Xero invoice settings and templates
05:17
How to set up products and services in Xero (Untracked items)
04:57

Business basics

How to Read a Profit & Loss Statement
02:08
How to Calculate Gross Profit
01:07
Gross Profit vs Net Profit
01:21
Markup vs Margin
01:39

Customer stories

From cowshed to creative powerhouse with Cowshed | Xero App Store Customer Stories
01:50
Xero Beautiful Business Fund 2023 winner spotlight: The Seam
03:29
Growing a high performance business with Revo Fitness | Xero App Store Customer Stories
01:39
Fashioning an app stack with Mutual Muse | Xero App Store Customer Stories
01:53

Enhance your reporting

How to monitor profitability in Xero with the P&L report
04:30
How to review aged receivables and payables reports in Xero
05:56
How to review the Xero balance sheet (assets, liabilities and equity)
05:15
How to use the Xero business snapshot for financial analysis
05:46

Future focus

From cowshed to creative powerhouse with Cowshed | Xero App Store Customer Stories
01:50
Xero Beautiful Business Fund 2023 winner spotlight: The Seam
03:29
Growing a high performance business with Revo Fitness | Xero App Store Customer Stories
01:39
Fashioning an app stack with Mutual Muse | Xero App Store Customer Stories
01:53

How to manage payments

Tips to manage late payments in Xero
01:19
How to add a 'Pay now' button to your Xero invoices
01:13
Manage payments on the go with Xero's mobile app
00:53
Get paid up to twice as fast with Xero’s online invoice payments
01:00
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