Xero US Implementation

Reuben Sweeney

30day-guarantee
Who is this course for?

This course is for anyone wanting to avoid the common pitfalls when implementing Xero into their organisation.  The course also ensures the implementation of Xero goes smoothly without disruption to your day-to-day operations.

What does the course cover?

In this course you will learn everything you need to know to implement Xero.  Starting with a project plan, we step you through setting up an account, activating your bank feeds, and migrating your debtors, creditors, chart of accounts and contacts.

How long does it take?

There are about 2 hours of videos to watch, and about 2 – 6 hours of setup work.  This setup work varies depending on how much data you need to bring across from your current accounting system.  If you focus, we’d expect you to have Xero up and running within a day.

Why take this course?

Moving to Xero is something that needs to be done correctly to avoid inaccurate accounting data.  Our course ensures you follow the right steps and get Xero setup correctly from the beginning.

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What our fans say

Although we use WorkflowMax daily, we knew we weren’t maximizing all functions to their full potential. The tricks and tips explained in the Link Academy Course have helped us implement some successful changes, including how we use the report function, allowing us to get the best from the program. A really helpful, easy to follow course, that will beneficial to all, even if you have been using WorkflowMax for a long time.
Meghan Heath - Cymon Allfrey Architects Limited

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