How to Set Up a New Xero Subscription From Scratch

Quick summary

Setting up a new Xero subscription takes just a few steps inside your account settings — navigate to Subscriptions, click Add Subscription, fill in the required details, and activate your free trial to get your organization up and running.

Steps

1. On the Xero main dashboard, click your Profile icon in the top-right corner.
2. Select the Account option from the dropdown menu.
3. Navigate to the Subscriptions tab to proceed.
4. Click Add Subscription in the top-right corner of the Subscriptions page.
5. Fill out all required input fields with your organization's information one by one.
6. Review your details and click Start Trial to submit.
7. Your new organization and free-trial subscription are now activated — you can begin building your Xero account and start day-to-day operations.