1. Get Started with Xero

2. Your picture here
Your name
Title | Company

3. About my practice
Years of service
XXXX
Services we offer
About me

4. Agenda What is Xero Using Xero Resources Why is it a good fit for you
How to setup and use Xero
Resources
Next steps to starting your journey

5. Housekeeping

6. Let’s get to know each other
Let’s get to know each other. Tell us your name and what your business does.

11. Demo

12. Now it’s your turn Go to Settings, then Organization Settings
Change the name of the organization to your business’s name
Add your business’s address and phone number
Now it’s your turn

13. Where in Xero would you go to add your business’s contact information?

14. Types of Accounts Assets Liabilities Equity Revenues Expenses
Current Assets
Fixed Assets
Prepayments
Inventory
Liabilities
Current Liabilities Non-current Liabilities
Equity
Retained Earnings Owner Contributions
Revenues
Sales
Income Earned
Expenses
Utilities
Rent
Salaries

15. Now it’s your turn Go to Settings, then Chart of Accounts
Change the name of the Sales account to something more specific to your actual business
Now it’s your turn

16. If you were to buy a plane ticket, which account would you enter that transaction into?

17. Now it’s your turn Create an invoice to yourself for a t-shirt
the invoice to yourself
Now it’s your turn

18. Which Xero function lets you see what your online invoice will look like to your customers?

24. You took a client out for coffee at Cooper Street Bakery. You paid $11
Find the bank statement line for this transaction in the reconciliation screen, and create a corresponding transaction in Xero using the Create tab.
Choose the Contact and Account you think is best, and then we will go over how I would recommend you do it.
Now it’s your turn

25. On the bank reconciliation screen, how does Xero let you know that an existing transaction is a possible match?

26. Now it’s your turn Go to Reports, then Income Statement
Use Report Settings to change the date to last month
Click Edit Layout
Add in a Budget column
Now it’s your turn

27. When we have finished editing a report and it looks the way we want, which Save option do we use to preserve a read-only snapshot of the report?

28. Resources

29. Resources & Next steps Xero U xero.com/us/training
Watch a few suggested Xero U courses
Navigating Xero U | Getting started with Xero | Accounting 101
Xero Small Business Guides
xero.com/us/small-business-guides
Browse the Xero Community & Help
help.xero.com
Contact our Customer Experience team
Resources &
Next steps

30. Questions