Xero Accounting Gold Champion Partner

Xero ONboarding training




Where do I start?


We suggest you have the Xero demo company open alongside the online training you’re about to access below. That way you get to work with live data and get a feel for the Xero interface, all at the same time.



About the demo company

Xero’s demo company contains fictional data so you can try out Xero immediately, without having to add your own organisation and enter your own data. It has almost all the features of an actual Xero organisation, except for automatic
bank feeds and the ability to invite other users.

To use the demo company, you just need 
a Xero login.

You can add new transactions and data to the demo company, but they’ll be deleted when the demo company resets itself after 28 days. You can also manually reset the demo company at any time to remove any data you’ve added. If you use
Xero Accounting for iOS or Android, the demo company resets once you close the app.

Although anyone with a Xero login can use the demo company, only you can see any data or transactions you’ve added.




How do I access the demo company?


Simply follow the instructions below and you’re good to go.



New users of Xero

Some new users are taken straight to the demo company when they log in.

If you’re taken to the Add your organisation page instead, scroll to the bottom of that page then click Try the Demo Company.

Existing users of Xero

Log into Xero.

If you’re taken straight to an organisation, click on the organisation name then select My Xero.

Click Try the Demo Company.

To remove any data you’ve entered, click Reset

To try out another country’s features, click Change Country.


New users of Xero

Open Xero Accounting for iOS.

Tap Try it for free.

Wait while the demo company builds, then tap Let’s go!

Existing users of Xero

From the Dashboard, tap the menu icon that’s next to your organisation’s name.

Tap Organisation.

Pull down the page to access the search field.

Tap the Search field, then start typing ‘Demo Company’.

Tap Demo Company from the list.


New users of Xero

Open Xero Accounting for Android.

Tap Try it for free.

Wait while the demo company builds, then tap Let’s go!

Existing users of Xero

Tap the back arrow icon that is next to your organisation’s name, this will take you to My Xero.

Tap the search icon, then start typing ‘Demo Company’.

Tap Demo Company from the list.




Start your training below


You may want to go full-screen by clicking the expand button in the top right hand corner. Short on time? You can save your progress and pick up again whenever you’re ready. All-in-all, it shouldn’t take you more than 20 minutes to
complete, so go for it.










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