Get started with Xero

Here's what you'll need to sign up to Xero, how to set up your organization, and links to pages that'll help you get started using Xero.

What you'll need

You'll need a browser and a Xero account to get started with Xero.

Add an organization to Xero

Next, add a free trial organization or buy a Xero subscription, or try out Xero's features using the demo company.

Set up an organization in 10 steps

Set up your organization in Xero. You'll need to collect a few key things before you start.

Setup may only take a few minutes. This'll depend on how much data you want to bring in, how readily available it is, and if you need support. We suggest you take the time to complete these steps to save coming back to fix things later, even though you can fly through setup by entering the bare minimum.

As you move on to each step, Xero saves the step you’ve just completed. If you exit the Setup Guide, the next time you log in, Xero will start you on the step you left. During setup, you can change anything you’ve entered. Nothing is committed into Xero until you finish the last step.

After setup you can change or complete any information using Settings > General Settings.

  1. Setup Guide introduction: collect these things before you start
  2. Setup Guide: Organization settings –  your organization name in Xero and on reports, and address
  3. Setup Guide: Financial settings – your organization's year end and sales tax or tax return settings
  4. Setup Guide: Invoice settings – your invoice numbering sequence, invoice branding (including your logo and design of invoices, credit notes and statements)
  5. Setup Guide: Invite users – let your accountant or bookkeeper or others log in and help with setup.
  6. Setup Guide: Currencies (for trial organizations and some Xero pricing plans) – add currencies used by your organization
  7. Setup Guide: Tax rates – add your own sales tax rates.
  8. Setup Guide: Chart of accounts:
  9. Setup Guide: Account balances:
  10. Setup Guide: Done – commit it all and start using Xero

Navigate your way around

Now you've set up your organization in Xero, take a tour of the menus and dashboard.

Start using Xero

Converting from another system

Starting with Xero - converting from another system

QuickBooks

QuickBooks to Xero conversion

Xero