Learn 80% of XERO in Under 20 Minutes

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Издатель Nov 13, 2026

This Xero tutorial for beginners shows you how to use Xero accounting software to send invoices, enter bills, reconcile your bank account, and read your reports.
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This step-by-step Xero tutorial is for small business owners, freelancers, and anyone who needs Xero for a job or a course. You don’t need any accounting experience. You’ll sign up, choose the right plan, and tour the Xero homepage, which older videos call the dashboard. Then you’ll follow one invoice around the four menus you need for everyday bookkeeping, which I call the Money Loop. You’ll create and send an invoice, enter a bill, import a CSV bank statement, and do a full bank reconciliation, including how to undo a wrong match with Remove and Redo. You’ll also set up a bank rule for regular payments. After that, you’ll read the Income Statement (Profit and Loss), the Balance Sheet, and the Accounts Receivable Aging Summary (Aged Receivables). Last, you’ll ask JAX, Xero’s AI assistant, about your own numbers. I use the US version of Xero, and the steps are the same in the UK, Australia, and other countries.