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Xero - The worlds easiest online accounting system

Converting to Xero (Live Online)

Discover the easiest way to set up and convert your clients to Xero.

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This course is designed to prepare you for setting up a business in Xero. In Converting to Xero You’ll get a step-by-step guide to the Xero conversion process, from adding a new client organization to converting a client from their previous accounting system. After completion of this course you should enroll in our “Partner Certification” training so that you can complete the Xero Education Journey and start adding clients to your Xero account.

 The main points covered in this course are:
  • Using the Xero Setup Wizard
  • Setting up the Chart of Accounts
  • Entering Chart of Accounts balances
  • Importing invoices & bills from other systems

This is an intermediate level Group-Internet Based course with the recommended prerequisites below. It is worth 1 CPE credit based on a 50 minute hour. 


If you would like to receive CPE credit for this course, please plan to use a laptop or desktop computer so that you can complete the brief survey required by NASBA. Unfortunately GoToWebinar surveys are not yet supported on iPads, iPhones or Android devices. We'll send you the CPE certificate within 5 business days, if not sooner.


For any questions regarding the course, cancellations, or information regarding administrative policies such as complaint and refund please contact us.


Xero is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site:

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While there are no pre-requisites, we recommend you attend ‘Introduction to Xero for Accountants and Bookkeepers’as well as 'Xero Essentials' first. The ‘Converting to Xero’ workshop can also be completed after certification.