How to set up your organisation in XERO the basics

How to set up your organisation in XERO step by step

Congratulations, you decided to opt for XERO! This software will allow you to save time and money in the long term, let’s go through the step by step of how to set it up.

If you prefer visual video, click on the picture below and follow the instruction on screen:

XERO, Organisation settings

You can also download a Print screen pdf here if this is what you prefer.

Let’s walk through the steps to set up your organization in Xero, including adding your organization details, such as name, address, and logo.

Create Your Xero Organization:

- If you’re new to Xero:
  - Go to your Xero website to choose the right package.
  - or
  - Start a free trial
  - Click on your organization’s name, then select Settings.
  - Choose Organization details.

Add Basic Information:

In the Organization details section, you’ll find several fields to update:
Display Name (required): This is the name you see in Xero. It can be up to 225 characters long. Use this name when setting up a bank feed.
Legal / Trading Name (required): This name appears on financial reports, outgoing invoices, and quotes. It can also be up to 225 characters long.
Logo (optional): Upload your business logo (file size must be less than 1MB). For best results, use a logo that’s at least 140 pixels on its shortest side. The logo will appear on PDF and online invoices.
Industry (optional): Describe what your organization does. Xero suggests industries as you type.
Organization Type (required): Select your organization’s legal structure.
Business Number (optional): If applicable, enter your unique number.
Organization Description (optional): This text shows in the footer of your online invoices and quotes if you choose to make it public.
Contact Information:
- Update your postal address (optional). It shows on invoices and quotes that use a standard template.
- You can also change other contact details that appear on transactions.

Save Your Changes:

- Once you’ve made the necessary updates, click Save.

- Remember to customize your organization’s details to ensure accurate financial management in Xero!

the next step to change any details or set up new details select:

Accounting
Scroll down to the bottom page Looking for organisation settings?
Click on Organisation Details
you’ll see Basic information
click on Upload LOGO or drag and drop it
Write you Display name & Legal/Trading name: these will show on your invoices, quotes and emails
Select your Industry
What type of Organisation your business is: Soletrader, Limited company, Partnership etc.
Company Registration Number
Organisation description
Postal address
Physical address if different from Postal otherwise click SAME as postal
Enter your telephone nubmer, email, website or mobile phone number and other social media
Hit SAVE

If you fee stuck and you aren’t sure, please get in touch

Jayne Hayward

10:03 26 Sep 23

I have known Alice for some time now and I've learned so much and gained so much form her knowledge and experience.Not only is Alice a wealth on knowledge, she is also warm and friendly to speak with which is really refreshing.

Michal Matejcek

12:15 10 Jan 23

Perfect service! The best accounting company I've ever worked with!

Charlie Gregor

16:16 30 Aug 22

Very happy with service that is provided

Lukáš Kramár

11:01 08 Aug 22

100% satisfaction, this company helped me a lot in terms of quick solutions to my problems but also advice and explanations in self employment, I recommend it to anyone looking for reliable accounting.

Alan Bark

15:06 14 Jul 22

I've never experienced customer service quite like this before, it's truly second to none. What an amazing business and team; Alice is incredible to work with.Definitely recommend!

Vita Beranek

13:26 10 Jul 22

I absolutely don’t recommend this company. Dealing with Ms Alice Mason is extremely problematic.Since 20/03/2022 when I got an alert to get the business data together for my Tax return I responded on the same day that I am still putting the data together.On 15/05 I sent all data and asked for confirmation if the data were received. No response.01/06 I found a datasheet in the online system which I was supposed to fill although I had not received any such instruction. I asked for assistance with filling this tab. No response.13/06 I sent another email to ask about my Tax return. No response.15/06 same as above. No response.21/06 I contacted Alice again. I got a response that the Tax return would be completed within a week for my check.No communication received since.27/06 I asked again about my Tax return and I got a response that no Tax return could be completed because I didn’t fill the tab. I had asked about this tab on 01/06 and requested help with some points. Despite not receiving any support, I filled and sent the tab back on the same day.29/06 I received an email informing me about the need to fill my Tax return. I responded that I would love to fill it but nobody from the Biking Bookkeeper was able to assist me with this despite having sent all my financial data a while ago.On the same day I received an email with preliminary Tax return which was not correct so I requested to review this and correct the data.Instead of this I received an email on 30/06 with a link to access and sign my Tax return.I had tried to contact Alice over the phone on many occasions during the above period but the phone calls were always rejected. Nobody ever bothered to ring back.30/06 I also sent an email and requested that someone gets in touch with me. No response.On the same day I therefore sent my notice of terminating the contract with this company. I stated that I would only continue with them if I am allocated a different accountant. No response.Finally, the company have sent me an invoice for completion of my Tax return even if I had to get it done by a different accounant from a different company. To date I have received two notices that I need to pay for the invoice.At the end, I decided to pay for the invoice although no Tax return was completed with this company and so I ended up paying for my Tax return twice.If you still decide to choose Biking Bookkeeper to assist with your taxes or other financial issues, do certainly ask for someone else than Ms Alice Mason.

Andrea Schorova

16:46 02 Sep 20

I've contacted Alice earlier on this year as I was leaving my full time job and going self-employed. I had rough idea what I need to do but Alice and her team has put my mind in ease guiding me through all the steps I needed to take. Any of my questions has been responded really well and I feel calm knowing my accounts are being cared for well. I'd not hesitate to recomend Biking bookkeeper to any of my friends or anyone who's looking for professional yet friendly accountant. Thank you Alice

Viliam Gerbery

10:51 05 May 20

I personally think that Alice and her team of accountants known as Biking Bookkeepers are great. They seems to be very professional, helpful in any way, but most of all they know what they do and how to do it right. I'm sharing now my personal experience and I can recommend this company to everyone. Wish you all well for future.

Syd Bailey

14:02 29 Jan 24

I have been with Biking Bookkeeper from the very beginning. I have seen the Company grow over the years. It has not lost the personal touch it started out with. Yes, there are new staff as its grown, but they all have the same customer ethos as their boss. Alice is still very hands on, can always be spoken to or be seen if required.If you require a bookkeeper that is highly skilled, that puts you and your profits firstthen you should really check out Biking Bookkeeper, I did, and I'm so pleased I did.S.L. BaileyBAILEY DOMESTIC SERVICES.

Lukáš Forster

16:29 09 Jan 24

I have to thank you very much, I did not open a business in England and I was constantly fined in the Czech Republic, Mrs. Alice advised me how to open a business and what to say so that I would not have to pay a fine.

alice hobson

16:41 02 Jan 24

Professional, good communication. Just lovely people to work with.

19:49 27 Sep 23

Alice has been a great help, so knowledgeable and clearly very experienced.The bonus is the Alice has such a warm friendly personality that sets her above others.

Lenka A

08:23 22 Jun 23

Alice and her team are fantastic. Very knowledgeable, organised and communication is always great. The finance side of business isn't my strongest suit and felt quite overwhelming. Alice helped me to get my ducks in a row and made me feel much more confident about managing my personal and business finances. Thank you again to the whole team 👌💖

Zdenek Horvath

11:33 02 Jun 23

Speed, friendliness, willingness

Peter Hricovsky

18:49 31 Jan 23

At Biking Bookkeeper, I can say from my own experience that Alice and her colleagues are absolute professionals. I can, and I will certainly highly recommend their services. Thanks.

Peter HRICOVSKY - PR Courier Services

18:48 31 Jan 23

Brilliant service! The best accounting company I've ever worked with

nicole cheng

13:39 15 Jul 22

Alice effectively offered professional and on-point suggestions based on each client's situation. Ｗhat comes with it also includes clear next steps. I would be happy to work with Alice!

carol anne fraser

08:56 26 Jan 22

Very happy with the response and service

Radek Stejskal

09:43 12 Jan 21

I cooperate with Alice and Biking Bookkeeper over four years. Friends of mine recommended me to them, and I am very grateful for this.They are quick in communication and always guide me as a great professional in the accounting industry. They are lovely people to work with too :)I can highly recommend their services.

Juliet Cain

17:06 27 Jan 20

Excellent accountant. I have used them for the last 5 years and found them to be very thorough, very knowledgeable and very helpful. And very fairly priced. I would highly recommend Biking BookKeeper Ltd for your accounts.

Jozef

16:28 27 Jan 20

Absolutely brilliant work. I'm with them over 3 years and never had any problems at all. They are perfect. Definitely recommend them. Thanks. 👍👍👍

How to set up your organisation in XERO the basics

How to set up your organisation in XERO step by step

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