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Xero Guides

In-depth Xero guides covering reporting, forecasting, multi-currency, and more. Go beyond the basics with articles from certified Xero accountants.

How to use Xero - beginner'\''s guide to Xero accounting Xero Guides

How to Use Xero Accounting Software

Getting Started: How to Use Xero Xero is cloud-based accounting software built for...

11 March 2026
How to add your accountant to Xero Xero Guides

How to Add Your Accountant to Xero

Why Give Your Accountant Access to Xero? Your accountant needs to see your...

11 March 2026
A blue toolbox with gears and various technology, cloud, and security icons symbolising digital tools and technical solutions Xero Guides

Xero Accounting Software – Advanced Xero Features

Embracing the Power of Xero Accounting Xero, a leading cloud-based accounting software, has revolutionised how small businesses manage their financial operations. With its user-friendly interface and comprehensive suite of features,...

20 March 2024
Notes from different currency denominations, including Euros and Dollars - JacRox Xero Guides

Step-by-Step Guide to Xero Multi-Currency Accounting

Introduction to Xero and Multi-Currency Accounting Xero, a leading accounting software, offers a comprehensive solution for managing multiple currencies in business transactions. This guide delves into the nuances of Xero’s...

18 December 2023
User Icons - JacRox Xero Guides

How to Configure User Permissions in Xero

Introduction: The Importance of User Roles and Permissions Managing user access in Xero is one of the first things you should set up when onboarding your team.

27 November 2023
Files in different categories - JacRox Xero Guides

How To Use Tracking Categories for Reporting in Xero

Introduction: Overview of Tracking Categories in Xero In today’s business environment, tracking and reporting are more critical than ever. Xero, a leading cloud-based accounting software, offers a robust feature called...

22 November 2023
Businessperson using their phone - JacRox Xero Guides

How to Manage Multiple Businesses in Xero Like a Pro

Why Use Xero for Multiple Businesses? If you run more than one business, keeping separate accounting records for each company is essential — but switching between different software logins is...

6 November 2023
API (Image is decorative) - JacRox Xero Guides

How to Use the Xero Accounting API – A Basic Guide for Developers

Introduction: Getting Started with Xero’s Accounting API Welcome, Xero developers! Have you ever wondered how to integrate Xero’s accounting features into your own applications? This guide will give you a...

4 October 2023
A man performing budget management on his laptop during Xero Training. - JacRox Xero Guides

Xero Training: The Budget Manager

Xero Training Introduction: Elevate Your Budget Management with Cloud-Based Accounting Software In the complex world of business finance, effective budget management is crucial. Xero, a cloud-based accounting software, offers a...

15 April 2023
Go mobile with Xero’s accounting app - JacRox Xero Guides

Go mobile with Xero’s accounting app- JacRox

Introduction: The Digital Shift in Accounting Software Welcome to the age of mobile accounting, where the traditional ways of managing invoices and cash flow are making way for more agile...

15 September 2022
A blue padlock, symbolizing security, on a dark background emphasizes the level of security in Xero Accounting Software. Xero Guides

Xero Security Features: How Secure Is Your Data?

Xero Security Features: How Xero Keeps Your Data Safe If you store financial data in the cloud, knowing how secure is Xero matters. Xero’s security features use multiple layers of...

15 August 2022
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