Setting up your practice in Xero (hands-on)


About Xero

Xero is cloud accounting software loved by more than one million businesses worldwide. Xero enables small businesses and their accountants to work together in real-time, resulting in increased efficiencies, improved relationships, and better business outcomes.

More than 100,000 accountants and bookkeepers around the world are a part of Xero's partner program, are Xero-certified, and trust Xero as their accounting and practice software of choice.Join Xero's training events to explore the benefits of the cloud and get your practice set up seamlessly in Xero. Also come and learn how you can become Xero-certified under our partner program.

About this Event

In Setting up your practice, you'll learn:

The key to being successful on Xero is in making sure you, your staff, as well as your clients are set up correctly in your practice account! In Setting up your practice, we’ll take you through:
  • Managing your clients and workflow on Xero HQ
  • Xero HQ, Explorer, Alerts & tools to help your Practice
  • Staff user permissions
  • Creating your billing account
  • Education & how to get help from Xero
  • Settings
  • Xero Advisor Directory
  • This is a hands-on, practical learning session. Please bring along:
  • An internet-ready device (e.g. MacBook, laptop, tablet)
  • Your Practice’s Xero Principal and login details (speak to your Account Manager if you need help identifying the Xero Principal)
  • List of Practice staff emails
  • Corporate credit card details to create your Xero billing account

Venue address

4/F, Beverly House, 93-107 Lockhart Road, Wan Chai (Wan Chai MTR Exit C)

Who Should Attend

Principals, partners and/or senior managers of accounting and bookkeeping practices in Hong Kong. Please note that registration begins at 1:15pm and the session shall start on time - please do not be late!


Must I be a Xero Partner to attend?
No, but you will get the most out of the training session if you are signed up as one and are set up on My Xero Partner Edition. This allows you to try our single ledger and follow through the demonstrations.

How do I become a Xero Partner?
Simply fill up this form and we will be in touch to assist you.

What does it mean to be a Xero partner?
100K+ accountants and bookkeepers use Xero to work faster, more efficiently, and help their practice thrive. Learn more about the Xero Partner Program here.

Tue Apr 10, 2018
1:30 PM - 3:00 PM HKT
Add to Calendar
Accounting/Bookkeeping practice FULL
Venue Address
93 Lockhart Road, Wan Chai Hong Kong
Xero Accounting & Bookkeeping Partners Hong Kong