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How To Become Xero Certified

March 18, 2021
Bill Kimball

I can see that you’ve chatted to one of the sales team about what’s required to be a Partner, so do get back in touch if you’re able to start this process up again. I have sent few requests to become XERO partner but it stopped me in the sign up page and said someone will stay in touch with me soon to keep ball rolling. But I have no email and call from anyone. Oh dear, Kelly, I can’t see yours either!

How To Become Xero Certified

Xero’s certification is one step on a long road of points and kickbacks that can help you gamify your whole business and could lead to a major change in your workflow. Xero also has a program designed specifically for accountants and bookkeepers. keys to being a trusted advisor is finding solutions that work for your clients, regardless of the perks offered by a vendor.

Sorry Jason, we’ve been having a few issues with the form. I’ve let the Sales team know and someone will touch base with you shortly.

@Henzard, thanks for the link, but that’s to become an add-on partner instead of an accounting partner. Get additional benefits and free software as you move up the partner status levels from bronze to platinum. Join and get Xero-certified to get Xero for your practice accounts, plus Xero HQ for managing clients.

Becoming A Xero Partner Is A Great Way To Grow Your Virtual Bookkeeping Business

You’ll need to put aside a day to take part in Xeros live webinars, as they run for two and a half hours in the morning and afternoon, with a break for lunch. Once you’ve finished learning and passed the assessment you’ll know how to use all of the software’s core features. Here’s a quick guide to the advantages of Xero and how to become Xero certified. I already register the partner but I’m not sure how do we demonstrate our application to you. It is my preferred program, and I dread working with Sage 50 and even their new Sage One programs – which I find clunky to use as they are not as streamlined as they could be, which is a shame.

Sorry jump in on this original question, however I am am also trying to become a Xero partner with no success. I have completed the form on Xero U several times but have not received a confirmation email or call. I am desperately trying to register for some training but this is holding me up.

Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice. In fact, accountants are one of the best resources accounting software vendors have. You promote the product to your clients, you provide feedback on features and functionality, and you support a recurring revenue model that makes SaaS companies tick. accounting software vendors provide extra training, support, and certification programs geared specifically toward accountants and bookkeepers. If you want to work in business, bookkeeping or accounting, you should consider becoming Xero certified. This cloud–based accounting software is designed to manage the accounts of small to medium businesses with efficiency and provide easy access to essential information.

Since I advocate “value pricing” instead of hourly pricing, you need to become a rock star in your preferred platform. Then you will breeze through your tasks and your implicit price-per-hour will start to go up as your efficiency goes up. Becoming Xero certified will enable you to use the core features of Xero with confidence. You’ll learn how to set up clients, carry out common tasks and get the most out of the software. You can become Xero certified in two main ways; via the Xero website or via an alternative provider.

How To Become Xero Certified

You get to choose what works best with your schedule and learning style.Once you become a Xero Advisor, you’ll be listed in their directory and you can put a badge on your business website. The member of Xero’s Partner Development Team will schedule a 15 min. intro call to learn about your practice, goals and interest in Xero. They will share the details of the Partner Program to confirm it’s a great mutual fit and aligns with your goals. You’ll complete and easy form and then a member of Xero’s Partner Development Team will be in touch asap. They are in the office M-F 8am-4pm MST and do their best to call a new partner applicant as soon as they see it come through .

See our full disclosure and privacy policy for more information. Becoming a Xero Partner is a great way to grow your virtual bookkeeping business. Xero Roadshow USA Online– For people who already have clients, whether in Xero or not. Cloud–This webinar is the one that all the old-school bookkeepers who are unsure about what all this “virtual” bookkeeping is about.

with oAuth 1.0 you DO NOT need to become a partner. Just have the application keys/certificate uploaded on the client account. I was looking at the partner Program and I only saw mention of a Public Applications and I have written a Private Application.

Connect Hardware, Software, Services, And Supplies

Join and get Xero-certified to get Xero for your accounts, plus Xero HQ for managing clients. “Xero” and “Beautiful business” are trademarks of Xero Limited. Your partner status will be determined in accordance with the table below. To earn and retain points for using Xero Projects in your practice, at least one user must be actively using Xero Projects, for example, by adding projects, logging costs or time, or invoicing for projects. If no-one uses Xero Projects for 31 days, the practice points are removed. Xero partner benefits are designed to give you what you need to be successful, however you define success. The more points you earn, the higher your status level and the more benefits you’ll pick up.

  • Can someone from Xero please help me and change my account to Xero partner?
  • Sorry to disagree with you Ashley, but I have Xero certification certificates for .
  • Client base aside, if it was me, I’d pick up the QuickBooks certification if I was just starting out, wanted a new job, or was trying to get a little boost to my existing practice.
  • When I created my first invoice in Xero I was pleased to see that it automatically showed that there was a billable expense that could be applied to the invoice, if I wanted.
  • Join over 100,000 accountants and bookkeepers using Xero in their practice.

A document must also be published from the connected Hubdoc organisation to Xero at least once in any 60 day period. To earn points for clients who use Xero Expenses, you or the client needs to be paying for the Xero subscription. To earn and retain points for using new Xero Expenses in your practice, at least one user must be actively submitting expense claims. If no-one uses new Xero Expenses for 31 days, the practice points are removed. No email reply yet for my application, No email confirmation either. But I do have a login account and can’t access some training videos to become a Xero Certified, because its for practice staff only. I need to be a Xero certified for my next job.

Xerox Developer Program

Do appreciate your enthusiasm for onboarding and representing your clients in Xero, Ashok. I’ve had a look and can see you’ve already been in contact with our team who help with partner enablement.

Also, I don’t understand why Xero has a partnering program just for bookkeepers and asking again Tax / BAS agent number from the bookkeepers as for book keeping service you don’t require any of these agent numbers. All you need is a public practicing certificate from IPA which i already have. I’m just starting to look into setting up a Xero account to potentially get certified. I want to have both certifications so that I can grow as an accountant as a business. QuickBooks has the more straightforward certification program, though the test does add in a hurdle.

Since Xero is real time and collaborative, it quickly becomes the heart of the business, used everyday to make important decisions. This brings advisors much closer to their customers and provides daily opportunities to add value. Explain both options for Advisor certification (self-paced or webinar) and help the partner enroll to become certified. Activate and DemoXero HQ, which is a hub to power client services (Think a light practice manager – CRM, report templates, tools to request documents from clients, insights, certification, etc.). Gather an understanding of your business, software & workflow so the rep knows how to best support you. Sorry to disagree with you Ashley, but I have Xero certification certificates for . I think non partners were able to sit the certification test from a link within the Help Centre.

Many accountants may have need of both systems and may have enough clients that dual certification makes sense. There’s a not-insubstantial amount of work required, though, so make sure you’ve got the time to dedicate it to study. Xero have certification programs, giving certified accountants bonus perks and exposure. Today, we’ll take a look at how those programs work and what the benefits of joining up are. But accounting software programs are all different and have different menus and different lingo.

Becoming a Xero certified Partner is managed separately to Support questions, so one of our Sales team will be in touch with more info on this soon. Can someone from Xero please help me and change my account to Xero partner? I haven’t received any response yet from support. Join over 100,000 accountants and bookkeepers using Xero in their practice. Get the tools and resources you need to succeed.

Compare Accounting Software

Check out Capterra’s list of the best Accounting software solutions. Doubling up is doable, but I wouldn’t go for both programs in one year. Take time to figure out if one is going to be enough, then forge ahead if you feel like you need a little more. While there are a lot of moving parts, the biggest change along the way is the discount you can offer to your clients and the budget you get from Xero to promote its products.

They really focus on the human side of technology, ensuring you always have a direct contact at Xero to help you explore Xero and achieve your practice goals, whether that’s becoming more efficient or growing your business. I know that you’re not keen on becoming a Partner but does sound like you’ve got active clients, even though you might not be looking to expand, it might be worth reaching out to get activated. This video tutorial shows you how to add and manage your clients in Xero Partner Edition. This website uses cookies so that we can provide you with the best user experience possible. Once you’ve obtained your Xero certification you’ll need to complete quarterly product updates which include some assessment questions.

This is an exclusive global community of Xerox customers who are today’s leading print and marketing services providers. Members benefit from peer-to-peer networking, education, best practices, and regional events. If you’d like to learn more, please discuss with your Xerox sales rep. By exclusively selling Xerox, you receive full access to our hardware, software, managed services, solutions and supplies. We will assist in the delivery of comprehensive post-sales service and technical support to your customers. We love hearing from our partners who tell us that being listed on the Xero website drives business to their door. The PDR with then schedule a second (30-45 min.) call, or if you have the time, they can do it all on that first call.

For example, the Career Academy runs intermediate and advanced level certifications in Xero. These take around 15 hours to complete but can be studied online and at your own pace. The academy also offers a 40-hour diploma which includes a certificate, an advanced certificate and official Xero advisor certification.

No one wants to do business with the company pumping the best deals for its own employees – people want to work with companies that put the client’s interests first. Everyday accountants and bookkeepers ask about partnering with Xero. You can find out how to become a Xero Partner here. We know that accountants are important to unlocking small business potential. We hear from our many customers that they get so much more from their advisors on Xero – they get the proactive advice that helps them grow. Over the past year we’ve observed how fundamentally different online accounting is from desktop accounting.

I’ve only been certified for a few months although I’ve been using QuickBooks for a long time. It’s definitely worth it because it gives me more credibility. To get into Xero’s advisor directory, you’ll need to hit the bronze level, which comes at 25 partner points – you can get to that level in any of (and I’m ballparking here) 7 million different ways. The Xero Partner program functions as the introduction to the Xero world. Unlike the QuickBooks system, there’s no option to become Xero Certified without being a member of its partner program – again, this is free, so not a huge drawback.