Set up Xero
There are two ways of setting up Xero, depending on your user type and the organisation you are setting up. Read about the different types of setup below.
If you get to this screen after sign up, follow these points.
Watch the getting started video
Getting started with Xero (Xero TV)
Connect your bank feeds
Add your organisation details to keep in touch with your customers
Design custom themes for all of the documents you send to clients
Get paid by your customers instantly by setting up payment services
Invite your advisor, or find one in the directory
Find a Xero Certified Advisor (Xero website)
Edit or import your chart of accounts
Import the customers and suppliers your regularly transact with