Xero Training Videos
This page is a growing library of short, practical video tutorials designed to help you build confidence and use Xero more effectively.
Add an attachment to a transaction in Xero
By Deborah Cambell | 11 February 2026
Learn how to attach supporting documents, such as supplier invoices, to a bank transaction in Xero - including how to add attachments to transactions that have already been reconciled. Saving invoices to transactions throughout the year makes year-end much easier.
How to reconcile transfers between bank accounts in Xero
By Louisa Lowe | 16 February 2026
In this video we run through how to reconcile transfers between bank accounts in Xero, a process that ensures that movements of funds are accurately recorded and that both bank accounts reflect the transaction correctly.
How to Create a Purchase Order in Xero
By Devan | 26 February 2026
In this video, we show you how to create a purchase order in Xero, step by step, so you can accurately record and approve upcoming supplier commitments before the bill is received.
How to open a new code in Xero
By Fiona | 06 March 2026
We show you the process of opening a new code in Xero, which will help make it easier and more efficient when you’re preparing and entering your records in Xero.
Dissect a payment in Xero
By Sarah Slater | 10 February 2026
In this video, we walk you through how to dissect a payment on your reconciliation screen in Xero. We demonstrate this using a transaction from New World for $34.60, where we purchased toilet paper for the office costing $4.35. We’ll show you how to categorize the business portion correctly and separate it from personal expenses.
How to add a note on a transaction in Xero
By Nicole | 26 February 2026
In this video, we walk through how to add a note to a transaction in Xero, so you can keep clear and complete records directly against the original entry
How to make a prepayment in Xero
By Tobruk | 02 March 2026
This video walks you through the steps to pay a bill ahead of time or make a prepayment in Xero.
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