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Onboarding

Our client onboarding tool will give you the skills needed to thrive with Xero.

Watch our videos below to find out how to get started with Xero.

Speak to us today to see how we can help.

1. Introducing Xero

2. The Dashboard

3. Confirming Settings

4. Attaching Files

5. Connecting Bank Accounts

6. Reconciling Bank Accounts

7. Creating Quotes

8. Invoicing Customers

9. Creating Purchase Orders

10. Paying Suppliers

11. Managing Expenses

12. Managing Projects

13. Connecting Apps

14. Accessing Support

Technology

Get better at Xero with our Xero workshops. Get in touch today to book your place.

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Details which you provide here will not be shared with anyone outside of Crowther Accountants and will be kept in a safe and secure location. You may request your personal data to be removed at any time.

We may obtain data from carefully selected third parties, including our clients. For more information read our privacy policy.