Accountex USA | August 21 - 23, 2018 | Hynes Convention Center | Boston, MA

Xero Advisor Certification

08 Sep 2017
8:00 am - 4:00 pm

Xero Advisor Certification

Xero’s Advisor Certification session is designed to help you become a regular Xero user and provide you with the needed information to add clients to your Xero account and utilize Xero within your practice.

You’ll get a full demonstration and explanation of Xero software features and tools including workflows for:

  • Managing your clients in Xero’s partner edition
  • Setting up a new client in Xero (chart of accounts, tracking, importing/exporting principles)
  • Completing everyday tasks (bank reconciliation, cash coding, bank rules and managing sales invoices and bills)
  • Preparing and customizing basic reports

To participate in this session, you’ll need:

  1. Access to Xero’s Partner Edition. *If you need Partner Edition, please sign up here and your Xero account manager will be in touch
  2. A laptop and power cord

By the end of this session, you will be a Xero Certified Advisor.


Learning objectives:

  • Navigating May Xero Partner Edition
  • Converting a client to Xero
  • Utilizing Xero’s everyday features
  • Running basic reports