Getting started with 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.

Start with connecting bank feeds for your bank account. It’s an easy task that only takes a few minutes, but the benefits are huge. Because your bank statement lines are brought into Xero automatically, it’s practically effortless to keep your accounts accurate and up-to-date.

Next, add your organisation details and customise your invoices by simply uploading your business logo.

Add a payment service to enable your customers to easily pay your invoices online by just clicking ‘pay now’. These are simple items to set up and won’t take too long.

You can now start processing transactions and invoicing your customers anywhere, anytime….and you’re in business.

Once you’re up and running, it’s time to customise the chart of accounts to get your accounting right going forward. A few simple changes to the default chart to suit your business may be all you need.

If you’re importing a chart of accounts from your old system, you’ll want to set aside some extra time to do this.

Lucky for you, we provide tools to take the pain out of this process. You can import your chart along with opening balances straight into Xero using the template provided.

And don’t forget, wherever you are in Xero help is never too far away.

Do you have an existing list of customers and suppliers? You can import those into Xero too.

Xero also enables you to collaborate with us to grow your business.

And check out the Xero App Marketplace if you have more complex needs for your industry specific business like Farming, Hairdressing, Manufacturing and more.

To learn more, you can check out Xero TV. There you’ll find short videos on how to set up and get the best out of the features.

Welcome to Xero. It’s a pleasure doing business.

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Easy Peasy Accounting

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Call: 01909 261985 or 0330 0431836


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