XERO

Get help with your most common Xero questions.

• How do I export general ledger data out of Xero?
• I want to give someone Xero access - how do I decide which level of access if the best fit?
• How do I download a CSV file?
• How to I export a statement from my online banking?
• Can I forward bills from my email software straight to my Xero file?
• Can I send additional documents along with my invoice?
• Does setting up additional bank account/s in Xero incur additional fees?
• How do I access Xero Projects or Xero Payroll?
• How do I access the Demo Company?
• How do I invite someone to my Xero subscription?
• How do I reconcile a part payment to an invoice in Xero?
• How do I set up 'Direct' bank feeds?
• How do I show money moving from one bank account to another (transfers)?
• How do I transfer my Xero subscription?
• How do I change my Xero pricing plan?
• I have a foreign currency account I'd like to use, is this possible?
• How can I monitor if customers have seen the invoices I have sent them?
• My credit card bank feeds have stopped and I don’t know why?
• If I have changed my bank how do I add these accounts to my Xero subscription?
• What do I do if I have set up a new bank account?