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
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
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
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 write off a bad debt
By Deborah | 31 March 2026
We take you through the process of identifying and writing off a bad debt in Xero, including how to correctly record the adjustment so your accounts and GST are treated appropriately.
Dissect a payment
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
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
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.
How to email an invoice to your Xero file
By Nicole | 31 March 2026
We guide you step-by-step through the process of emailing an invoice directly into your Xero file, ensuring it is captured accurately and ready for processing
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