How to Use Xero

A beginner-friendly guide to getting started with Xero in 2026.

Price Paid only

Best For small businesses, accountants, international companies

Rating ★★★★ 4.4/5

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Getting Started: Step by Step

Create your Xero account

Visit Xero's website and sign up for a trial. You'll need an email address to get started.

Set up your workspace

Once signed in, configure your Xero workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.

Explore invoicing

One of Xero's key features is invoicing. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore bank-reconciliation

One of Xero's key features is bank-reconciliation. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore reporting

One of Xero's key features is reporting. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Integrate with your existing tools

Connect Xero with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.

Start using it for real work

Now that you're set up, start using Xero for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.

Pro Tips

Start with the free plan or trial to explore Xero's capabilities before committing to a paid subscription.
Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
Check Xero's official documentation and community forums for advanced tips and best practices.
Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.