Explore how to start with Xero by visiting xero.com, review available features, compare the three subscription plans, and create a free trial company, selecting your region for local pricing.

Compare three subscription plans - starter, standard, and premium - for invoice limits, multi-currency access, and billing capabilities, with region-based pricing in USD, CAD, and GBP and a global default.

Register a free trial company in Xero to access a premium, no-credit-card 30-day trial with unlimited invoices and multi-currency, then verify your email and explore the dashboard features.

Navigate Xero’s charts of accounts in accounting settings, create or import accounts, and export or archive them, noting accounts like cost of goods sold, depreciation, accounts receivable, and inventory tracking.

Add a new account in xero by selecting the account type from assets, expenses, liabilities, income, or capital, entering a code and name, and saving with description and tax settings.

Archive and restore accounts in the chart of account using the archive tab. Learn to create, import, add, delete (irreversible), or archive accounts and recover archived ones.

Add a new customer by clicking add contact, entering the contact name and basic details, and configuring financial settings such as default account, credit limit, and due date, then save.

Import customers in bulk by downloading a template, fill the required contact name, add multiple customers, browse and upload, ignore empty fields, then complete the import to view them.

Navigate to the business section and select services to view your inventory details, then learn how to include products and services in this section.

Learn to import items in bulk into Xero using the inventory item template, upload an Excel file, and complete the import to add items like trousers.

Learn how to manage items in Xero by marking multiple items as inactive or deleting them, preventing their use in invoices, and reactivating items when needed.

Learn how to create a new bill in Xero by entering supplier, date, due date, currency, and line items, then approve and view bills to pay with status tabs.

Record a payment against a bill in Xero by selecting bill, entering amount and date, choosing the payment account, adding a reference, and confirming to move the bill to paid.

Navigate to the business section in Xero, then select goods to view all quotes and their statuses: draft, sent, accepted, or rejected, using the tab headings.

Navigate to the invoices tab in Xero to view all invoices and switch between tabs like draft, awaiting approval, awaiting payment, paid, and repeating invoices.

Create a new invoice in zero by entering the customer, date, due date, invoice number, branding, currency, items with prices, tax status, and finally approve to save.

Learn how to view and manage bank accounts in Xero, including account name, number, statement balance, bank feeds, and how to reconcile transactions.

Import a bank statement in zero via the manager's reconciled section, fill the template with date and amount using negative signs for spend and positive signs for receive, then import.

Learn to reconcile bank statements in Xero by matching transactions, creating unmatched entries with contacts and accounts, handling transfers, adding notes, and generating reconciliation reports for accurate balances.