How to Set up a New Client in Xero (2024)
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In this video, I demonstrate how to quickly add a new client in Xero HQ. You'll learn the steps to create a new client record, link existing Xero organizations, set up a new Xero organization, and select appropriate subscription plans. I also cover the differences between Regular Plans and Partner Plans, and explain how to handle billing accounts for different plan types. This guide ensures you can efficiently manage client setups and subscriptions in Xero HQ.
0:00 Introduction to adding a new client
0:25 Linking existing Xero organizations
0:45 Setting up a new client
1:05 Creating a Xero organization
2:00 Choosing the correct time zone and chart of accounts
3:05 Selecting subscription plans (Regular Plans)
4:15 Overview of Partner Plans
5:15 Adding billing accounts and finalizing purchase
6:15 Importance of separate billing accounts for different editions