Xero tax 2

Xero Training

Xero gives you access to your financial information when you want it, how you want it. Data input is simple and fast, your figures are always up-to-date and you can access them from any device with an internet connection. Learn how to make the most of Xero software.

Designed for businesses who use Xero, this page seeks to give you the information and instructions you need to get the most out of your Xero software.

The key features of Xero include automatic bank and credit card account feeds, invoicing, accounts payable, expense claims, fixed asset depreciation, purchase orders, and standard business and management reporting. It can automatically import bank and credit card statements, and it supports multiple tax rates and currencies.

Training Notes

GST Cashbook

Non GST Cashbook

Book a training session with us 

We're Xero platinum experts having multiple team members that are Xero certified.
We'd love to help you!  Book using the booking system below.

Useful links

Bank Rules
How Bank Conditions Work

Create a Bank Rule

Cash Coding
Cash Coding


Access and Browse Reports

Find & Recode
Find and Recode

Reconcile transactions
Reconcile Transactions

Bank Transfers
Bank Transfers


Xero App
Xero App


More Business Advisory services.

Our people focused approach is about getting to know your business like the back of our hands and building a lasting partnership based on honesty and trust, so you can grow, plan, and design your business for better.

  • Tax

    Provisional Tax Reviews

    We'll review your provisional tax ensuring you're neither underpaying, or overpaying.

  • MDP August office 036

    Team Culture Workshop

    McIntyre Dick has aligned with Coach Approach Rural to deliver interactive Team Culture development.

  • fabio oyXis2kALVg unsplash

    Privacy Policy

    The purpose of this privacy policy is to inform you about how we will protect and use your personal information on your behalf.

  • Asset Protection

    Wealth Protection

    Together we’ll work strategically to safeguard the wealth you have worked so hard for.