How to Edit the Xero Dashboard

When you log into Xero, the first screen you will see is the dashboard. The dashboard contains panels that display information about your business and provide links to parts of Xero, such as invoicing and bank reconciliations. If you don’t like the layout of the...

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Xero Contacts – How to Add a Contact to a Group

In this tutorial, we will add a few contacts to a contact group in Xero’s demo company. Once they have been added, you can save time by sending an invoice to everyone in the group simultaneously. You can copy the steps taken here by using the Demo Company in your Xero...

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Xero Contacts – How to Create a Contact Group

Xero allows you to send the same invoice to more than one contact at the same time by using contact groups. In this tutorial, we will create a contact group in Xero’s demo company. You can copy the steps taken here by using the Demo Company in your Xero account. To...

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Xero Contacts – How to Merge Contacts

Sometimes you have two or more versions of the same contact in your Xero contacts list that you want to combine. In this tutorial, we will merge two contacts together in Xero’s demo company that have similar names. You can copy the steps taken here by using the Demo...

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Xero Contacts – How to Restore a Contact

If you have archived a contact in Xero that you need to use again, you can restore it provided there is no other contact with the same name. In this tutorial, we will restore a contact in Xero’s demo company that we archived in our tutorial on how to archive a contact...

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Xero Contacts – How to Archive a Contact

If you have a contact that you no longer need in Xero, you can archive it. Xero does not allow contacts to be deleted, so archiving them is the only way to get them off your list of contacts. In this tutorial, we will archive a contact in Xero’s demo company. You can...

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Xero Contacts – How to Edit a Contact

If one of your contacts in Xero has changed their business name, email address or something else, you will need to edit their contact details. In this tutorial, we will edit a few details of a contact in Xero’s demo company and check to see if the changes saved. You...

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Xero Contacts – How to Add a Contact

Adding contacts in Xero can be done in a few different ways. Contacts can be added at any time in the main Contacts section or when creating invoices, bills, spend money or receive money transactions. In this tutorial, we will create a contact from the main Contacts...

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Xero Contacts – How to Export Contacts

If you have a list of contacts that you want to transfer to another Xero account or a different system, you can start by exporting your Xero contacts into a CSV file. In this tutorial, we will export the contacts list from Xero’s demo company and see what the...

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Xero Contacts – How to Import Contacts

If you have a list of contacts you want to set up in Xero, you can save time by importing them rather than adding them one by one. In this tutorial, we will import a list of contacts into Xero’s demo company and check to see that the import was successful. You can...

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