Xero HQ | For Accounting and Bookkeeping Practices | Xero
Understand your clients, work faster, and give informed advice using Xero HQ in your accounting or bookkeeping practice. See client info at a glance and assign staff. View client insights and grow advisory services. Set up Xero HQ fast for smooth-running operations. Collect information and documents securely.
Xero
Xero is a cloud-based accounting software platform designed to meet the needs of small businesses and their advisors.
Manage your clients from Xero HQ
Manage all your business communications with your clients without leaving Xero HQ. You can exchange secure, detailed messages with your clients, and get their electronic signature on formal documents.
Set up your clients in Xero HQ
You can add existing Xero organisations that you have access to as practice clients in Xero HQ, either individually or in bulk. Xero HQ creates the clients using information from their Xero organisations.
Clients in Xero HQ
Manage your clients from your Xero HQ client list. Customise your client list view and drill into the details of a client. Export the client list to CSV. You can search, filter, order and view all your current and archived clients in a single list in the Client tab.
Set up a Xero organisation for a client
Before you set up a Xero organisation, add your client to the Xero HQ client list. Connecting your clients to Xero HQ means you can easily access and manage them in one place. Next, you’ll need to create an organisation for your client by buying a subscription or starting a trial.
The new reporting features that have just landed (and a sneak …
Mar 28, 2022 · Check out the refreshed Xero HQ report templates. The next time you open report templates in Xero HQ or run them from the advisor tab in Xero, you’ll see a refreshed design that brings them in line with other new reports in Xero. The changes may take some getting used to, but rest assured there has been no change in functionality.
Set up and manage practice staff in Xero HQ
Manage your staff in Xero HQ to ensure they have access to the clients they need to perform their role effectively. Customise how much access a staff member has to each of your clients, as well as their role within your practice in Xero HQ.
New tools to manage your client list in Xero HQ
Jul 20, 2021 · We’ve made a number of updates to Xero HQ over the past 12 months. It’s all part of our next generation practice vision to make Xero HQ a purpose-built Client Relationship Management (CRM) system for your accounting or bookkeeping practice.
Your new-look client list in Xero HQ
Sep 14, 2020 · Find out why 3.95 million subscribers locally and across the world trust Xero with their numbers. A new-look client list coming to Xero HQ soon enabling you to sort, filter, group, export and customise the data you want to see.