Xero Resources

Xero Resources

Videos to help you use Xero

Banking

This video tutorial shows you how to reconcile the bank using Xero accounting software. Xero is designed to automatically import your bank, credit card and PayPal transactions using bank feeds to make reconciling your bank accounts faster and easier.

Setting Up Bank Feeds

Learn how to set up a bank feed to help automate your transaction entry and bank reconciliation in Xero.

Chart of Accounts

With desktop accounting software, accountants and their clients typically work from separate systems and separate ledgers – even for the same business! Now with Xero’s single ledger, both accountants and their clients can access the same set of data in the cloud for a real-time view of the business financials. This video tutorial takes a closer look at the backbone of the single ledger in Xero – the Chart of Accounts.

The Dashboard

There are countless things to keep track of when you’re running a small business. But with the Xero Dashboard, you can easily see your overall business performance at a glance. You can also keep a close eye on key financials from your Chart of Accounts. This video tutorial shows you how to get the most of the Dashboard in Xero accounting software.

Online Invoices

With Xero accounting software, the sales process is a breeze – invoicing your clients and getting paid is a fast and seamless process. This video tutorial runs through how this process works and how to use the sales dashboard in Xero.

Files for Xero

Upload documents to support your financial data in Xero – expenses, fixed assets, invoices, contacts – simply drag and drop onto a transaction or your Xero Files inbox.