XERO SETUP READINESS CHECKLIST
What to have in place before you open Xero
Setting up Xero doesn’t usually go wrong because of the software. It goes wrong because people start before the basics are clear.
This free checklist helps you pause, gather the right information, and identify what needs to be decided before you enter anything in Xero.
No tutorials. No clicking. No rushing.
Who this checklist is for?
This checklist is for you if … you’re about to set up Xero and want to get it right the first time.
You might be:
- starting a new business
- switching to Xero from another system
- setting up Xero yourself for the first time
- helping someone else get started and want to avoid rework
You don’t need Xero knowledge yet. You just need to understand how your business actually operates.
Why starting Xero often feels harder than it should?
Most people think they need to learn Xero before they begin.
In reality, most setup issues come from starting without clarity around:
- business structure
- tax obligations
- money flow
Xero will accept almost any information you enter. That doesn’t mean the results will be meaningful.
This checklist helps you get the thinking right first.
Why starting Xero often feels harder than it should?
This checklist is NOT:
- a Xero tutorial
- a step-by-step setup guide
- a list of buttons to click
- a technical training resource
You won’t be asked to connect bank feeds, enter transactions, or choose settings.
That comes later, once the foundation is clear.
By working through this checklist, you will:.
- clarify key business details before setup
- identify where decisions are already clear
- recognise where further confirmation is needed
- avoid guessing during setup
- create a stronger foundation for accurate reporting
This checklist focuses on decisions and awareness, not clicks or settings.
Frequently asked questions
Why start here, not with tutorials?
Because software is flexible. Foundations are not. When you’re clear on how your business operates:
- setup is faster
- reports make sense
- your books stay organised naturally
- cleanup work is minimal
This checklist helps you start informed, not reactive.
Do I need Xero to use this checklist?
No. This checklist is designed to be completed before opening Xero.
How long does it take to complete?
Most people work through it in 30-60 minutes, depending on their business.
Is this relevant if I already use Xero?
Yes. It’s often useful for identifying how your business operates and how Xero can further tailor to your business needs.
Hey there, I’m Kristy!
I’ve seen many Xero files that technically looked okey but were hard to rely on.
This checklist reflects the same preparation process I use before setting up a new Xero file.
Get Xero Ready Now
If you want to set up Xero with intention rather than urgency, this checklist will help.
Download this FREE Xero Setup Readiness Checklist so that you can start your Xero journey confident and relaxed!
