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Xero Gold Partner

Getting started with Xero

Short video guides made by Xero and picked by our team. Choose a topic, press play and watch here on the page. Start with the tour, then work through the jobs you do every week.

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Switch to Xero

“We transitioned more than 150 clients from Sage to Xero in a short space of time and Movemybooks made it seamless. The turnaround time, quality of data and support was fantastic.”

– Craig McKee,

That's our Craig, on Xero's own website!

As published on Xero's Switch to Xero page. Craig's words from a previous role; the firm's name is hidden.

Video guides

Learn Xero one job at a time

Most videos are under seven minutes. Each one you play is ticked off, so you can pick up where you left off next time.

11:39

Start here · Video 1 of 6

A tour of Xero: invoices, bills and reports

The best place to begin. A walk round the main screens you will use to run your business in Xero.

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Videos are made by Xero and play from YouTube in privacy-enhanced mode. YouTube may set cookies once you press play.

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6 videos

Start here

  1. 1A tour of Xero: invoices, bills and reports11:39
  2. 2Customise your Xero homepage5:14
  3. 3Connect your bank and set up bank feeds3:02
  4. 4Invite someone to your Xero4:48
  5. 5Xero on your phone0:53
  6. 6Get help inside Xero with JAX1:43

Bank

  1. 1How bank reconciliation works5:56
  2. 2Reconcile your bank: match and create1:26
  3. 3Transfers between your bank accounts2:35
  4. 4One payment, several invoices2:02
  5. 5Bank rules: let Xero code regular items15:20

Sales and invoices

  1. 1Create and send an invoice6:16
  2. 2Create and send a quote3:41
  3. 3Repeating invoices7:16
  4. 4Let customers pay online1:40
  5. 5Automatic invoice reminders4:08
  6. 6Credit notes for customers6:18
  7. 7Send customer statements4:12

Bills

  1. 1Enter a supplier bill7:03
  2. 2Repeating bills4:55
  3. 3Pay bills from Xero2:08
  4. 4Mark a bill as paid3:18
  5. 5Supplier credit notes6:27

Reports

  1. 1Find and customise reports7:18
  2. 2Your profit and loss report4:30
  3. 3Who owes you, and who you owe5:56

Settings

  1. 1Invoice settings and templates5:17
  2. 2Tracking categories2:36

Stuck on something in Xero?

Call your usual Tax Plus office and we will talk you through it.

Call 01706 551819

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