Xero accounting tutorial videos

Xero Gold partner logo

Get the best from your Xero subscription

Getting to know your new Xero accounting software can be a daunting task, so our friends at Xero, the UK’s favourite online accounting software package, have produced these short videos to help you.       

  1. Introducing Xero
  2. Understanding the Dashboard
  3. Confirm the Settings
  4. Attach Files
  5. Connect Bank Accounts
  6. Reconcile the Bank Accounts
  7. Creating Quotes
  8. Invoicing Customers
  9. Create Purchase Orders
  10. Manage Expenses
  11. How to pay Suppliers
  12. How to Manage Projects

Start your next chapter with us

Serving Manchester and beyond since 1984, our expert team at James Scott is here to help you navigate your financial journey with confidence.

Get in touch

1. Introducing Xero

In the first of these Xero video tutorials, you’ll learn the very basics: what is Xero? What is cloud accounting? And how can it help businesses like yours save time and energy? Think of this as a warm up before you get into the functions of the software itself.

2. Understanding the Dashboard

In this tutorial Xero shows you how to go about navigating the software itself from the first page you seen when you login – the very heart of how Xero functions. You’ll be spending a lot of time on the dashboard so take the time to get your head round it.

3.Confirm the Settings

This third Xero accounting software tutorial explains, step by step, how to enter or check your business information in the system, from company registration information to logo. Get setup properly at the start and you’ll save hours through automation and personalisation.

4. Attach Files

The fourth of these Xero accounting tutorials explains how to go about attaching files – invoices, receipts and other documentation that help you stay in control of cashflow and payments, and make bookkeeping and accounts preparation easier than ever.

5. Connect Bank Accounts

In the fifth of these Xero accounting tutorial videos you’ll really start to unlock the power of the software by linking it to your bank accounts, bringing your info together in one place. One app, one dashboard, easy to understand and easy to access from mobile device or PC.

6. Reconcile the Bank Accounts

Once you’ve connected to your bank, you’ll be able to synchronise your accounts with the latest statement lines in real time and keep on top of your business’s financial situation in real time. This video shows just how easy this process is, requiring just a few clicks.

7. Creating Quotes

Learn how to use Xero to quickly and easily create custom quotes for clients, customise their design, email them for approval, and monitor progress. And, when the client’s happy, this video explain how easy it is to move forward and turn them into invoices.

8. Invoicing Customers

Learn all about Xero’s invoice function which makes it easy to create and issue smart-looking, easy-to-track invoices. You’ll always know who owes you how much, for what, and even be able to set up automatic reminders and automate reminders for customers.

9. Create Purchase Orders

This short video explains how to set up purchase orders for suppliers, track delivery or billing status, and keep on top of inventory. It also shows how easy it is to convert a PO into an invoice or bill for charging onward to one of your own customers.

10. Manage Expenses

In this tutorial, you’ll learn how Xero can save time and costs spent on tracking and processing business expenses. It also shows how easy it is to use a smartphone to capture data from a paper receipt and automatically feed that info into your accounts.

11. How to pay Suppliers

Meet Xero Projects, a quick and easy way to track how much time and money you’re investing in each job. This explainer video sets out how to create projects, record time and expenses, manage invoices and (most importantly) keep track of profit.

12. How to Manage Projects

In the first of these Xero video tutorials, you’ll learn the very basics: what is Xero? What is cloud accounting? And how can it help businesses like yours save time and energy? Think of this as a warm up before you get into the functions of the software itself.

Get in touch to book a free consultation

More services

Accounting services

We prepare accounts, tax returns, and financial statements to ensure compliance and provide a clear view of your business.

Learn more

Bookkeeping

Streamlined bookkeeping services to manage daily financial records, ensuring accuracy and keeping your finances organised.

Learn more

Business planning

Tailored guidance to help you establish realistic objectives, develop strategic plans, and achieve sustainable growth for your business.

Learn more

Business startup

Expert guidance on company formation, structure, and financial planning to get your new venture off to a successful start.

Learn more

Management accounts

Support managing your finances with tailored reports, insights, and advice to drive informed decision-making.

Learn more

Payroll

Reliable, compliant payroll services, ensuring that your team gets paid on time while staying up to date with HMRC regulations.

Learn more

R&D tax

Maximise your R&D tax relief claims with expert advice from James Scott, ensuring you receive the benefits you’re entitled to.

Learn more

Self assessment

We provide hassle-free self assessment services to simplify tax return submissions, ensuring accuracy and avoiding costly penalties.

Learn more

Tax planning

Strategic tax planning to optimise your liabilities, reduce tax burdens, and ensure compliance with changing tax laws.

Learn more

VAT

Comprehensive VAT services, from registration to returns, ensuring compliance while maximising efficiency and savings.

Learn more

Virtual FD

Our virtual finance director services provide strategic financial insight and support, helping drive business growth without the overheads.

Learn more

Online accounting

Cloud-based accounting solutions for real-time financial data access, enhancing efficiency and informed decision-making.

Learn more

Finance and funding

We partner with Swoop Funding to offer tailored finance solutions, guiding businesses through funding options and cost-saving opportunities.

Learn more

Who do we work with?

Our expertise spans multiple sectors, offering tailored solutions to meet the unique needs of each industry. Learn more about our primary areas of focus below.

Landlords
IT & tech
Retail
eCommerce
Food & hospitality
Manufacturing
Construction

More about our sectors

Client success stories

Problem:

Domain Care North West has been in operation since 2014. But in 2016, it found itself in a difficult position where the Landlord of the property from which they operated (Eden House) was being put up for sale and Domain Care North West would be unable to renew their lease on the building.

Solution:

James Scott were already their accountants and helped Domain Care North West Limited to broker a finance arrangement, in order to purchase the building, thus securing the future of the organisation and allowing them to go from strength to strength.

More case studies

We want to help your business

We welcome clients of all business sizes and states of health, and it is our pleasure to work with you, to make a difference.

Talk to us today
See our services
Xero Gold partner logo