How to set up Xero properly

Annette Ferguson

Annette Ferguson

How to set up Xero properly

First you need to prepare the following:

Export them from your previous system into Excel or CSV and import them into Xero

If you don’t want to carry out this setup yourself, then ask your financial advisor to help or do this work for you.

Thanks ever so much for taking the time to read my post I truly hope you’ve found it useful and insightful. If you have any questions feel free to contact us!

I am Annette Ferguson, CEO of Annette & Co. Chartered Accountant, Profit First Professional and creator of the Business Wealth Engine. We’re also SUPER social so don’t forget to follow. Here’s to your success!

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