How to Use Xero for Small Businesses

Quick summary

This tutorial walks you through how to create a Xero account for small business financial management, from the initial sign-up to accessing the dashboard. By the end, your Xero account is fully activated and ready to manage your business's financial records.

Steps

1. On Xero's main web page, go to the top-right corner and click 'Try Xero For Free'.
2. Provide the required information to create a Xero account by entering details one by one into their respective input fields.
3. Review your input and click 'Next: Confirmation' to proceed.
4. Open the confirmation email sent by Xero, then tap the 'Yes, It's Me — Let's Get Started' button inside.
5. Enter your preferred password into the provided input field and click 'Activate Your Account'.
6. Fill out the input fields with the required information related to your business details.
7. Review your input and click 'Start Trial' to begin your free trial.
8. Your new Xero account is now activated — use its features to manage financial records for your small business.