Xero Tutorial: What To Do After Setup (Step by Step Guide)

If you’ve just set up Xero and feel stuck, this video shows you exactly what to do next. I walk you through the Xero dashboard, key settings, and the first steps you should take to get your accounts running properly. This is based on hundreds of real client setups, so you can follow along with confidence. In this video, you’ll learn: What the Xero dashboard actually shows you How to connect your bank account (and why it matters) The key settings to check before you start How to set up invoices and get paid faster How purchases and bills work in Xero The basics of bank reconciliation (the most important step) This is ideal for: Sole traders Landlords Small business owners using Xero for the first time If you’re preparing for Making Tax Digital, this is the exact starting point you need. Timestamps: 00:00 What to do after setup 02:00 Add your bank account 05:00 Key settings to check 14:00 Chart of accounts explained 16:30 Sales and invoices 21:00 Purchases and bills 24:00 Bank reconciliation basics