Free Xero Course
Step-by-step video tutorials for Xero bookkeepers and finance teams — from batch deposits to NDIS remittances.
Learn Xero
From your first login to your first quarterly review.
Xero Tutorials
32 tutorials — go at your own pace and pick up where you left off.
Next Lesson
The What
How to sign up for a Xero account, complete initial setup, and navigate the dashboard for the first time.
What will I learn?
Every tutorial covered in this series.01
The What
How to sign up for a Xero account, complete initial setup, and navigate the dashboard for the first time.
02
The Why
How to review and complete your organisation settings so the right information appears on your invoices.
03
The How
How to set your financial year end, tax period, lock dates, and time zone in Xero's financial settings.
04
Edit the Chart of Accounts in Xero
How to review, add, edit, and remove accounts in your Xero chart of accounts to match your business structure.
05
Customise and Brand Your Invoices in Xero
How to set up branding themes, payment services, default settings, and invoice reminders in Xero.
06
Import Sales Invoices into Xero
How to bulk-import unpaid invoices from your previous system into Xero using a CSV template.
07
Import Bills into Xero
How to bulk-import unpaid supplier bills from your previous system into Xero using a CSV template.
08
Setup a Bank Account in Xero
How to add your bank accounts in Xero and connect bank feeds to automatically import transactions.
09
Add Contacts in Xero
How to create and configure customer and supplier contact records in Xero, including financial and payment details.
10
Enter Starting Conversion Balances in Xero
How to set your conversion date and enter opening account balances to start Xero with accurate financial data.
11
Invite Users to Xero
How to add new users to your Xero organisation and assign the appropriate access roles.
12
Import a Bank Statement in Xero
How to export transactions from your online banking and import them into Xero to cover the period before your bank feed starts.
13
Understanding the Xero Dashboard
How to use the Xero dashboard panels to monitor bank balances, cash flow, sales, and purchases at a glance.
14
How to Reconcile Your Bank Account
How to use Xero's four reconciliation methods — Match, Create, Transfer, and Discuss — to categorise bank transactions.
15
Invoice Your Customers Using Xero
How to raise, customise, and send a sales invoice to a customer in Xero, including multicurrency and invoice reminders.
16
Send Your Customers a Quote Using Xero
How to create, send, and convert quotes to invoices in Xero, including the online acceptance workflow.
17
Track Your Bills and Pay Your Suppliers with Xero
How to enter supplier bills in Xero, attach PDF copies, and make bulk batch payments to suppliers.
18
Send Your Suppliers a Purchase Order with Xero
How to create, approve, and send purchase orders in Xero, and convert them into bills or invoices.
19
Track Jobs with Xero Projects
How to set up and manage project-based job costing in Xero Projects, including tasks, time, expenses, and invoicing.
20
Manage Expense Claims with Xero Expenses
How to set up Xero Expenses, submit receipts via mobile, and manage approval and reimbursement workflows for staff.
21
Add an Inventory Item in Xero
How to create product and service items in Xero so they can be quickly selected when raising invoices, bills, and purchase orders.
22
Run and Customise Reports in Xero
How to access, customise, save, and export financial reports in Xero to stay on top of your business performance.
23
How to Get Started with Payroll in Xero
An overview of Xero's payroll features, including employee setup, leave, timesheets, pay runs, and superannuation.
24
Configure Payroll Settings
How to configure payroll organisation settings, pay calendars, public holidays, pay items, and superannuation funds in Xero.
25
Set Up Employees in Xero
How to add a new employee in Xero Payroll, including personal details, employment, tax, leave, bank accounts, and pay templates.
26
Manage Employee Leave
How to view, approve, and report on employee leave requests in Xero Payroll before processing a pay run.
27
Create and Approve Timesheets
How to manage, create, and approve employee timesheets in Xero Payroll so they're ready for the next pay run.
28
How to Add a Pay Run in Xero
How to add, review, post, and pay a pay run in Xero Payroll, including downloading the ABA file for online banking.
29
How to Pay Superannuation in Xero
How to register for, submit, and authorise superannuation payments in Xero Payroll using the integrated clearing house.
30
Reconcile Payroll Bank Transactions
How to reconcile wages, PAYG, and superannuation bank statement lines to the correct payroll liability accounts in Xero.
31
How to Reconcile Batch Deposit Payments for Invoices in Xero
Three ways to reconcile a batch deposit payment against multiple invoices in Xero — using Find & Match, creating a batch deposit manually, or automating the process with Remittance Go.
32
How to Reconcile NDIS Remittances in Xero
Step-by-step guide to reconciling NDIS batch payments in Xero — manually and using RemittanceGo to automate the process.
Your Instructor
Nathan Price
Nathan Price is a registered BAS agent and the founder of Remittance Go. He's spent years working with Australian small businesses and NDIS providers — helping them get their books in order and spend less time on admin.
This free Xero course covers the real tasks you'll face day-to-day in Xero, from setting up your chart of accounts to reconciling complex batch payments. Short lessons, no fluff.
Connect with Nathan
