Xero Setup 2025 | First 5 Things To-Do After You Sign Up

💻 Just getting started with Xero? Want to learn how to set up Xero the right way? In this step-by-step Xero tutorial, Katie CEO & Founder of Certum Solutions, walks you through the first 5 things you should do after setting up your Xero account & what ever every small business should do in Xero from settings and sales tax to your chart of accounts, invoice branding, and app integrations. Whether you’re a new Xero user or switching from another accounting software, this video covers everything you need to start with confidence, keep your books clean, and avoid common setup mistakes. 📉 Save on Xero Software - Use Our Exclusive Partner Discount Link: https://xero5440.partnerlinks.io/Cert... Read: How to Setup Xero Software: https://www.certumsolutions.com/libra... What you’ll learn in this Xero tutorial: ✅ Which documents you need before creating your Xero account ✅ Basic & Advanced Settings Setup ✅ Creating or importing your Chart of Accounts (with AI prompt help!) ✅ Entering conversion balances ✅ Invoice branding & payment setup ✅ Connecting apps & inviting users If you liked this video, please give it a thumbs up and if you're not already, please subscribe!    / @certumsolutions   📘 Download our free Xero Setup Checklist + AI COA Prompt here → https://www.certumsolutions.com/xero-... 🗓️ Want to become a client? Book a free 30-minute meeting today! → https://www.certumsolutions.com/book-... 🌐 Learn More About How Certum Solutions can assist with Xero: https://www.certumsolutions.com/xero-... 💬 Chapters: 00:00 – Intro: Why Your Xero Setup Matters? 00:24 – 6 Documents to Gather Before Creating Your Xero Account 02:38 – Xero Tutorial: The First 5 Things to Do After Setup 04:55 – How to Set Up Basic & Advanced Settings in Xero 09:02 – Xero Sales Tax Setup & Lock Dates Explained 12:16 – Chart of Accounts in Xero: How to Create or Import It 13:30 – How to Use AI Safely to Build Your Xero Chart of Accounts 18:16 – Xero Conversion Balances & Clean Cutoff Date Tips 20:38 – How to Set Up Xero Invoices, Branding, and Payments 24:03 – How to Connect Third-Party Apps to Xero 26:51 – Xero Reconciliation Tutorial: How to Reconcile Accounts 30:13 – How to Invite Users & Final Go-Live Checklist in Xero 31:51 – Wrap-Up & Free Xero Setup Checklist Download 💬 Questions about Xero or business accounting? Drop them in the comments below, we love helping entrepreneurs simplify their systems. Additional Resources & Links: 📲 Contact or Connect with Katie: [email protected] | 980-290-8583 📲 Main Office: [email protected] | 980-210-6946 🌐 Xero App Store: https://apps.xero.com/us 🌐 Website: https://www.certumsolutions.com/ 🌐 Facebook:   / certumsol   🌐 LinkedIn:   / certum-solutions   🌐 Instagram:   / certumsolutionsnc   🌐 YouTube:    / @certumsolutions   About Certum Solutions: Certum SOlutions is a woman-owned accounting and ERO firm based in Charlotte, NC. We help businesses nationwide get set up on platforms like Xero, QuickBooks, Odoo and more through training, cleanup, and ongoing accounting support. #xero #xerotraining #xerosoftware #xerotutorial #accountingsoftware #bookkeepingsoftware #smallbusinessaccounting #smallbusiness #chartofaccounts #accountingtips #xeropartner #certumsolutions #paidpartnership #xeroaccounting