Starting out with Xero

Take control of your business finances with confidence! Join our interactive, beginner-friendly workshop designed to help you master Xero, the powerful cloud-based accounting software. Whether you’re a small business owner, freelancer, or exploring better financial management, this workshop provides essential tools to kickstart your Xero journey.

What you’ll learn:

• when to start using Xero
• setting up Xero for the first time
• organisation, financial, and invoice settings
• setting up bank feeds
• creating contacts
• creating sales invoices
• basic reconciliation in Xero
• saving documents.

General document management:

• saving digital copies of receipts
• keeping paperwork in order.