Getting started

How to set up an organisation and navigate around in Xero. Also learn how to convert to Xero from another system.

Bank reconciliation

Match transactions imported into Xero from your bank account, with transactions you've added in Xero.

Import CSV bank statement

Import a CSV bank statement file downloaded from online banking or created using our template.

Subscription payments

Update the credit card or debit card details for your Xero subscription.

Inventory

Find out about tracked and untracked inventory, add items, and monitor inventory.

Accountants & Bookkeepers

Fixed assets, depreciation, manual journals, lock dates, annual and management reporting.