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Reader tools/Xero/Tool 2 of 6

Set-up checklist

Goes with Chapter 3, "Setting Up Properly". Every setting in the chapter, in order, as a tick list, starting with the details to gather before you begin. Do it before you connect the bank or raise a single invoice, because the settings decide how every later transaction is recorded. If a setting has moved, search Xero's help centre for it by name.
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 Reader tool Type the unlock word from your copy of Xero It's printed beside the QR code for this tool. Unlock once and every Xero tool stays open on this device. No account needed.
AI Automation cover
Books running themselves? Automate the rest of the admin.Readers of Xero pick up AI Automation next: 19 ready-made workflows that win back hours every week, without code or jargon.
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Next in the series

See all six →
AI Automation cover
AI Automation The 19 workflows that take the admin off a small business's plate, which tools to use, and a 30-day plan to get there.
Starting a UK Business cover
Starting a UK Business Choose the right structure, register with HMRC and Companies House, set up the money and get through your first year without a nasty surprise.
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