Xero Resources

Browse by Topic

Business Basics

Convert to Xero for small business owners

Create your own workflow

Customer Stories

Enhance your reporting with Xero

Get started with the basics

Set up Xero for your business

Small Business Guides

Wellbeing with Xero

Common report formats

Common report formats

Ways to convert your data | Convert to Xero for small business owners

Ways to convert your data | Convert to Xero for small business owners

Report centre

Import a bank statement in Xero

Import a bank statement in Xero

Understand the Xero dashboard

Understand the Xero dashboard

What is gross profit?

What is gross profit?

Add a contact in Xero

Add a contact in Xero

Building positive workplaces with Rachael Powell

Building positive workplaces with Rachael Powell

Enter your business's financial information in Xero

Enter your business's financial information in Xero

Make paying bills (almost) fun

Make paying bills (almost) fun

Management reporting in Xero

Management reporting in Xero

Cash summary report

Cash summary report

How to manage inventory: FIFO, LIFO, AVCO

How to manage inventory: FIFO, LIFO, AVCO

Set up your business on Xero

Set up your business on Xero

Manage your projects with Xero

Manage your projects with Xero

Add a bank account in Xero

Add a bank account in Xero

Livingseas

How to sell online: 3 ways to get started

How to sell online: 3 ways to get started

Why Xero Projects is brilliant

Why Xero Projects is brilliant

CRM for small business

CRM for small business

Attach Files

Square Mile Coffee Roasters

Square Mile Coffee Roasters

How Xero Analytics helps you see into the future

How Xero Analytics helps you see into the future

The Floral Atelier

The Floral Atelier

How bank connections will change your life

How bank connections will change your life

Run reports in Xero

Run reports in Xero

Why Xero Expenses is the best thing ever

Why Xero Expenses is the best thing ever

Reconcile the bank in Xero

Reconcile the bank in Xero

Starting out with Xero Expenses

Starting out with Xero Expenses

Markup vs Margin

Markup vs Margin

Garage Society

What is net profit?

What is net profit?

Build positive wellbeing habits

Build positive wellbeing habits

Transactional Style Reports

Transactional Style Reports

Set up invoice reminders in Xero

Set up invoice reminders in Xero

Create a bill in Xero

Create a bill in Xero

Get to know Xero essentials

Get to know Xero essentials

Do more with Xero reports

Do more with Xero reports

Reconcile your bank account in Xero

Reconcile your bank account in Xero

Gross profit vs Net profit

Gross profit vs Net profit

Manage your subscription in Xero

Manage your subscription in Xero

Enter your business's information in Xero

Enter your business's information in Xero

Create a purchase order in Xero

Create a purchase order in Xero

What is cloud accounting and why is it good for business?

What is cloud accounting and why is it good for business?

Create a sales invoice in Xero

Create a sales invoice in Xero

Curry Leaf Cafe

Curry Leaf Cafe

SLEEEP

Cash summary report

Cash summary report

Add your contact information in Xero

Add your contact information in Xero

File and run your GST (NZ) using Xero

File and run your GST (NZ) using Xero

Dodds Building and Contracting

Dodds Building and Contracting

Create a quote in Xero

Create a quote in Xero

Use bank rules in Xero

Use bank rules in Xero

Be resilient in a virtual world

Be resilient in a virtual world

Send a customer statement in Xero

Send a customer statement in Xero

Enter starting conversion balances in Xero

Enter starting conversion balances in Xero

Popcorn Shed

Invoice your customers using Xero

Invoice your customers using Xero

Add a new branding theme in Xero

Add a new branding theme in Xero

Add a new user in Xero

Add a new user in Xero

How to promote mental health in your workplace

How to promote mental health in your workplace

Customise and brand your invoices in Xero

The Leather Satchel Company

The Leather Satchel Company

Import a bank statement in Xero

Import a bank statement in Xero

Access help and support with Xero Central

Access help and support with Xero Central

Account transactions report

Account transactions report

Add an inventory item in Xero

Add an inventory item in Xero

JCG Projects

Edit the chart of accounts in Xero

Edit the chart of accounts in Xero

Add a tracking category in Xero

Add a tracking category in Xero

Accounting software for Mac - How to choose the best

Accounting software for Mac - How to choose the best

Use the layout editor to customise reports

Use the layout editor to customise reports

How to read a Profit & Loss Statement

How to read a Profit & Loss Statement

Invoice payment terms: Get paid faster!

Invoice payment terms: Get paid faster!

Add new users to your Xero organisation

Add new users to your Xero organisation

How the Xero accounting app keeps you plugged in

How the Xero accounting app keeps you plugged in

How Xero will change your whole life (for the better)

How Xero will change your whole life (for the better)

What is inventory? Why do inventory accounting?

What is inventory? Why do inventory accounting?

How to read a Cash Flow Statement

How to read a Cash Flow Statement

Choose dates and compare periods in Xero reports

Choose dates and compare periods in Xero reports

Import your accounts | Xero

Import your accounts | Xero

Upload a file in Xero

Upload a file in Xero

Why taking stock of your stock is magic

Why taking stock of your stock is magic

How to write a quote for a job

How to write a quote for a job

Manage your receipts and bills with Hubdoc and Xero

Manage your receipts and bills with Hubdoc and Xero

Why putting pay now on your invoice is genius

Why putting pay now on your invoice is genius

Starting out with bank reconciliation

Starting out with bank reconciliation

Set up tracking categories in Xero

Set up tracking categories in Xero

How to read a balance sheet

How to read a balance sheet

When you should hire an accountant

When you should hire an accountant

Bank reconciliation can actually be fun

Bank reconciliation can actually be fun

Understanding mental health with Beyond Blue

Understanding mental health with Beyond Blue

How to send an invoice by email

How to send an invoice by email

Import bank transactions | Xero

Import bank transactions | Xero

Send your supplier a purchase order with Xero

Send your supplier a purchase order with Xero

The stress response and resilience

The stress response and resilience

Import bills into Xero

Import bills into Xero

The Business of Dog Massage

The Business of Dog Massage

Budget Variance report

Budget Variance report

Add bank accounts and feeds in Xero

Add bank accounts and feeds in Xero

Quoting jobs is easier with Xero

Quoting jobs is easier with Xero

Pay your suppliers with Xero

Pay your suppliers with Xero

Prepare data for Xero

Prepare data for Xero

Invoices, bills and contacts | Xero

Invoices, bills and contacts | Xero

A Little Farm on the Hill

A Little Farm on the Hill

Manage unpaid invoices and bills with aged reports

Manage unpaid invoices and bills with aged reports

Add an account code in Xero

Add an account code in Xero

Why online invoicing is awesome

Why online invoicing is awesome

That Awesome Taco Truck

That Awesome Taco Truck

Garang Grill

Send your customer a quote using Xero

Send your customer a quote using Xero

Ways to convert your data

Ways to convert your data

Get started on Xero

Get started on Xero

Manage energy during change

Manage energy during change

Import sales invoices into Xero

Import sales invoices into Xero

Budget Variance report

Budget Variance report

Orenda Tribe

Prepare data for Xero

Prepare data for Xero