Xero

How to Find My Xero Rep

We have wonderful Breakaway partner representatives, listed below, that are great to reach out to with any general Xero questions or needs. However, depending on your location or clients, you may also have an additional Xero representative who serves you. In this short video below, Shea shows how to find out if you have an additional Xero rep, and how to contact them.

Xero Education Series

Kayle Moeslin explains the resources Xero has for Breakaway advisors and more.

Partner Marketing Resource Guide

more xero resources

recommended reads + videos

If you really want to deep dive into Xero, check out Xero: A Comprehensive Guide for Accountants and Bookkeepers by Amanda Aquillard or Elefant Training on YouTube.

Also, see below for lots of tutorials directly from Xero!

Our xero representatives

Reach out to them via email anytime with questions.

Kaylee Moeslein - kaylee.moeslein@xero.com

Jon Brandt - jon.brandt@xero.com

Bridgett Rich - bridgett.rich@xero.com

Setting Up MFA Part 1 Xero Verify App

Setting Up MFA Part 2 Xero Verify App

Creating Clients in Xero HQ

Organizing Your clients in Xero HQ

Xero HQ User Permissions

Inviting Clients to Their Xero Subscription

Xero Dashboard Overview

Customizing the Chart of Accounts

Importing Chart of Accounts Schedule C

Connecting Bank Feeds

Importing Transactions to Xero

Entering Conversion Balances No Existing Accounting Software

Conversion Balances from Existing Accounting Software

Conversion Balances Outstanding Invoices or Bills

Confirming Bank Account Balances are Correct

Reconcile Tab Overview

Xero Bank Rules

Cash Coding

Find and Recode

Bank Reconciliation Report

Running Schedule C Report

Customizing the P&L + Publishing Reports

Where to Access the Demo Company

How to Submit a Support Ticket

Uncoded Statements Line Report