Démarrage rapide
Ce guide couvre toutes les fonctionnalités de Xero :
- Commencer — Créer un compte et effectuer la configuration de base
- Comment utiliser le tableau de bord du compte — Get a clear picture of your finances at a glance
- Comment utiliser les modèles de factures — Create professional invoices for customers
- Comment utiliser le rapprochement bancaire — Reconcile transactions from your bank account
- Comment utiliser la facturation automatique — Set up recurring invoices and payment reminders
- Comment utiliser Business Snapshot — Understand profit and loss reports instantly
- Comment utiliser la saisie automatisée des factures — Save time on bills and receipts
- Comment utiliser la comptabilité multidevises — Handle transactions in multiple currencies
- Comment utiliser Track Projects — Suivre les coûts et la rentabilité du projet
Temps nécessaire : 5 minutes par fonctionnalité
Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives
Pourquoi faire confiance à ce guide ?
J'utilise Xero depuis plus de deux ans et j'ai testé toutes les fonctionnalités présentées ici. Ce tutoriel est basé sur une véritable expérience pratique, et non sur des arguments marketing ou des captures d'écran du fournisseur.
Xero is one of the most powerful comptabilité software tools available today for small business owners.
But most users only scratch the surface of what Xero works to deliver.
This guide shows you how to use Xero step by step.
Follow along with screenshots and pro tips to improve your skills.
Tutoriel Xero
This complete Xero tutorial walks you through every feature step by step, from initial setup to advanced tips that will help you manage your entreprise finances like a pro.
Xero
Get a clear picture of your cash flow with Xero comptabilité software. Connect your bank account, send invoices, reconcile transactions, and run reports — all from one Xero dashboard. Try free for 30 days.
Premiers pas avec Xero
Avant d'utiliser toute fonctionnalité, veuillez effectuer cette configuration unique.
It takes about 3 minutes to get started with Xero.
Passons en revue chaque étape.
Étape 1 : Créez votre compte
Go to Xero’s website and click “Try Xero for free.”
Saisissez votre adresse e-mail et créez un mot de passe.
Sign up for a Xero account and fill in your company’s name, address, tax info, and logo in the Organization Settings.
✓ Point de contrôle: Vérifiez votre boîte de réception pour recevoir un e-mail de confirmation de Xero.
Step 2: Set Up Your Organization Details
Setting up your organisation details is essential for issuing invoices.
Go to Settings and add your company branding for invoices.
The Xero dashboard displays your bank balances, outstanding invoices, and bills due at a glance.
✓ Point de contrôle: You should see the main dashboard with your business name displayed.
Étape 3 : Connectez votre compte bancaire
To set up your bank account feeds, go to Settings, then Bank Accounts, and follow the prompts to connect your bank.
Xero is linked to your bank account so transactions flow in automatically.
You can also set up your financial details to include tax settings and financial year end date.
✅ Terminé : You’re ready to use Xero and explore every feature below.
Comment utiliser le tableau de bord de compte Xero
Tableau de bord du compte lets you see a clear picture of your finances with bank transactions flowing in automatically.
Voici comment l'utiliser étape par étape.
Watch Account Dashboard in action:
Maintenant, décomposons chaque étape.
Étape 1 : Accéder au tableau de bord
Log in to your Xero account and you’ll land on the dashboard.
The Xero dashboard provides a current view of your finances at a glance.
Étape 2 : Analysez votre flux de trésorerie
Check the cash flow panel to see money in and money out.
Voici à quoi cela ressemble :
✓ Point de contrôle: You should see your bank balance and recent transactions displayed.
Step 3: Customize Your View
Click the settings icon to add or remove dashboard widgets.
You can customize performance dashboards to display the données most relevant to your business.
✅ Résultat : You now have a personalized dashboard showing your most important financial information.
💡 Conseil de pro : Download the Xero mobile app to access your dashboard on the go and check your cash flow from anywhere.
Comment utiliser les modèles de factures Xero
Modèles de factures lets you create professional-looking invoices and send automated reminders for overdue payments.
Voici comment l'utiliser étape par étape.
Watch Invoice Templates in action:
Maintenant, décomposons chaque étape.
Step 1: Navigate to Invoicing
Click Business in the menu, then select Invoices.
You can set up your company’s branding for invoices by going to Settings, then Invoice Settings.
Étape 2 : Créer une nouvelle facture
Click “New Invoice” and add your customer details.
Xero enables users to add contacts and view their invoice and payment history.
✓ Point de contrôle: You should see the invoice form with your branding applied.
Step 3: Add Line Items and Send
Enter the services or products you’re billing for.
Xero allows users to set up payment services like PayPal and Stripe to give customers various payment options.
To add payment services, go to Settings, then Invoice Settings, then Payment Services.
✅ Résultat : You’ve created and sent a professional invoice to your customer.
💡 Conseil de pro : Set up payment reminders to help get paid faster — go to Settings, then Invoice Settings, then Invoice Reminders.
Comment utiliser la fonction de rapprochement bancaire de Xero
Rapprochement bancaire lets you match transactions from your bank account with entries in Xero to keep your accounts accurate.
Voici comment l'utiliser étape par étape.
Watch Bank Reconciliation in action:
Maintenant, décomposons chaque étape.
Step 1: Access Bank Reconciliation
Click on Accounting in the menu, then select Bank Accounts.
Choose the bank account you want to reconcile.
Étape 2 : Appariement des transactions
Xero makes bank reconciliation easier by automatically pulling transactions from connected bank accounts.
You can approve pre-matched items with a single click.
Use the “Find & Match” tool to automate the categorization of recurring transactions.
✓ Point de contrôle: You should see your bank transactions listed with suggested matches.
Step 3: Confirm and Reconcile
Review each match and click OK to confirm.
You should reconcile your bank transactions weekly, if not daily, to ensure your accounts are accurate.
✅ Résultat : Your bank account is now reconciled and your balance sheet reflects accurate data.
💡 Conseil de pro : Set up rules to auto-categorize recurring transactions like rent or subscriptions — this will save you time every day.
Comment utiliser la facturation automatique Xero
Facturation automatique lets you set up recurring invoices for repeat clients so you never miss a billing cycle.
Voici comment l'utiliser étape par étape.
Watch Automatic Invoicing in action:
Maintenant, décomposons chaque étape.
Étape 1 : Créer une facture récurrente
Go to Business, then Invoices, then click Repeating.
Click “New Repeating Invoice” to set up automatic billing.
Step 2: Configure the Schedule
Set the frequency — weekly, monthly, or custom intervals.
Choose whether to send automatically or save as drafts for review.
✓ Point de contrôle: You should see the schedule preview showing future invoice dates.
Étape 3 : Enregistrer et activer
Review the details and click Approve to activate the recurring invoice.
Xero will handle billing for this customer automatically from now on.
✅ Résultat : You’ve automated invoicing for a recurring client, saving time each billing cycle.
💡 Conseil de pro : Combine automatic invoicing with payment reminders to improve your cash flow and get paid faster.
Comment utiliser Xero Business Snapshot
Aperçu de l'entreprise lets you understand your profit and loss at a glance with visual reports.
Voici comment l'utiliser étape par étape.
Watch Business Snapshot in action:
Maintenant, décomposons chaque étape.
Étape 1 : Accéder aux rapports
Click Accounting in the menu, then select Reports.
Find Business Snapshot in the list of available reports.
Étape 2 : Analyse des indicateurs clés
Use Xero’s reporting features to generate key financial reports such as profit and loss statements.
The snapshot shows income, expenses, and net profit in one view.
✓ Point de contrôle: You should see a summary of your business performance.
Step 3: Drill Into Details
Click on any metric to see the underlying transactions.
You can access detailed data on income, expenses, and cash position.
✅ Résultat : You now understand your profit, loss, and overall business health.
💡 Conseil de pro : Share the Business Snapshot with your accountant or bookkeeper to work collaboratively on improving your finances.
Comment utiliser la saisie automatisée des factures Xero
Automatisation de la saisie des factures lets you capture bills and receipts automatically with Hubdoc intégration.
Voici comment l'utiliser étape par étape.
Watch Automate Bill Entry in action:
Maintenant, décomposons chaque étape.
Step 1: Connect Hubdoc
Hubdoc is included with your Xero plan at no extra cost.
Go to Settings and connect your Hubdoc account.
Étape 2 : Télécharger les factures et les reçus
Take a photo of your receipts or forward email bills to Hubdoc.
Hubdoc extracts the details and pushes them to Xero automatically.
✓ Point de contrôle: You should see the bill appear in your Xero inbox.
Étape 3 : Examiner et approuver
Record and track all your business purchases and bills in Xero.
Review the extracted data and click Approve to add it to your accounts.
✅ Résultat : You’ve automated bill entry and reduced manual data entry work.
💡 Conseil de pro : Set up supplier fetch in Hubdoc to automatically pull bills from services like utilities and phone providers.
Comment utiliser la comptabilité multidevises Xero
Multi-Currency Accounting Software lets you handle transactions in multiple currencies with automatic exchange rate updates.
Voici comment l'utiliser étape par étape.
Watch Multi-Currency Accounting in action:
Maintenant, décomposons chaque étape.
Étape 1 : Activer la gestion multidevises
Go to Settings, then General Settings, then Currencies.
Add the currencies you work with.
Step 2: Set Up Currency on Contacts
Edit your customer or supplier contact and assign their currency.
Xero will use this currency by default for all transactions with that contact.
✓ Point de contrôle: You should see the currency displayed on the contact profile.
Step 3: Create Foreign Currency Transactions
When you create an invoice or bill, Xero applies the correct exchange rate.
Exchange rates update automatically so your reports stay accurate.
✅ Résultat : You can now invoice and pay bills in multiple currencies with ease.
💡 Conseil de pro : Multi-currency is only available on the Established plan — check your plan if you don’t see this option.
Comment utiliser Xero Track Projects
Projets de suivi lets you monitor project costs, time, and profitability in one place.
Voici comment l'utiliser étape par étape.
Watch Track Projects in action:
Maintenant, décomposons chaque étape.
Étape 1 : Créer un nouveau projet
Go to Business, then Projects, then click New Project.
Enter the project name and assign it to a customer.
Step 2: Add Time and Expenses
Log time entries against the project as work is completed.
Assign bills and expenses to track project costs.
✓ Point de contrôle: You should see time and costs accumulating on the project.
Step 3: Review Profitability
Check the project dashboard to see profit margins.
Use this knowledge to improve pricing on future projects.
✅ Résultat : You now have complete visibility into project profitability.
💡 Conseil de pro : Invite your accountant or bookkeeper to collaborate on projects and share access to project data.
Comment utiliser Xero Advanced Accounting
Comptabilité avancée lets you customize your Chart of Accounts and set up tracking categories for detailed reporting.
Voici comment l'utiliser étape par étape.
Watch Advanced Accounting in action:
Maintenant, décomposons chaque étape.
Step 1: Customize Chart of Accounts
Go to Accounting, then Chart of Accounts.
Customize the default Chart of Accounts to categorize income and expenses accurately.
Step 2: Set Up Tracking Categories
Add tracking categories for departments, locations, or projects.
This helps you discover detailed insights in your reports.
✓ Point de contrôle: You should see tracking options appear when entering transactions.
Step 3: Run Advanced Reports
Generate profit and loss by tracking category to understand performance by segment.
Use this system to grow your business with better financial knowledge.
✅ Résultat : You have detailed accounting set up for advanced reporting and analysis.
💡 Conseil de pro : Explore apps in the Xero App Store to extend your accounting capabilities with tools for payroll, inventory, and more.
Astuces et raccourcis pour Xero Pro
After testing Xero for over two years, here are the most important things I’ve learned to improve your practice.
Raccourcis clavier
| Action | Raccourci |
|---|---|
| Créer une nouvelle facture | Ctrl + Alt + I |
| Create new bill | Ctrl + Alt + B |
| Accéder au tableau de bord | Ctrl + Alt + D |
| Recherche | Ctrl + Alt + S |
Fonctionnalités cachées que la plupart des gens ignorent
- Règles bancaires : Set up rules to auto-categorize recurring transactions and save hours on reconciliation each week.
- Xero Certification: Join Xero’s certification program to learn the system in depth — users can complete courses or webinars to achieve Xero certification.
- Autorisations de l'utilisateur : You can add users at Settings then Users to give access to your accountant, bookkeeper, and other stakeholders with set individual permissions.
Erreurs courantes à éviter avec Xero
Erreur n° 1 : Ne pas se réconcilier régulièrement
❌ Faux : Waiting until month-end to reconcile bank transactions.
✅ À droite : Reconcile your bank transactions weekly, if not daily, to keep your accounts accurate and catch errors tôt.
Mistake #2: Not Using Bank Rules
❌ Faux : Manually categorizing every transaction one by one.
✅ À droite : Use the “Find & Match” tool and set up rules to automate the categorization of recurring transactions.
Mistake #3: Not Inviting Your Accountant
❌ Faux : Exporting data to send to your accountant via email.
✅ À droite : Invite your accountant or bookkeeper to work with you in Xero so they have direct access to your data.
Dépannage de Xero
Problème : Le flux bancaire ne se met pas à jour
Cause: Your bank connection may have expired or need reauthentication.
Réparer: Go to Settings, then Bank Accounts, and reconnect your bank. Most banks require reconnection every 90 days.
Problem: Invoice Not Matching Payment
Cause: The payment amount doesn’t exactly match the invoice amount.
Réparer: Use the Find & Match feature in bank reconciliation to link partial payments or payments covering multiple invoices.
Problem: Reports Show Incorrect Balances
Cause: Unreconciled transactions or missing entries affecting your balance sheet.
Réparer: Check for unreconciled items and ensure all bank accounts are fully reconciled before running reports.
📌 Note: If none of these fix your issue, contact Xero support — they offer 24/7 online support.
Qu'est-ce que Xero ?
Xero is an online accounting software designed for petites entreprises that helps you manage your finances in one place.
Think of it like a command center for running your business finances — invoices, bills, bank transactions, payroll, and reports all connected.
Regardez ce bref aperçu :
Il comprend les fonctionnalités clés suivantes :
- Tableau de bord du compte : See a clear picture of your cash flow and finances at a glance.
- Modèles de factures : Create professional-looking invoices and send automated reminders.
- Rapprochement bancaire : Connect your bank account and reconcile transactions automatically.
- Facturation automatique : Configurez la facturation récurrente pour les clients réguliers.
- Aperçu de l'entreprise : Understand profit, loss, and business performance with visual reports.
- Bill Entry Automation: Capture receipts and bills automatically with Hubdoc.
- Multi-Currency: Handle transactions in multiple currencies for international business.
- Projets de suivi : Monitor project costs, time, and profitability.
Xero simplifies payroll management by keeping payroll costs in one place and allowing users to monitor staff costs easily.
Xero provides recommended courses to help users learn about its features and functionalities.
Pour une analyse complète, consultez notre Avis sur Xero.
Tarification de Xero
Voici le prix de Xero en 2026 :
| Plan | Prix | Idéal pour |
|---|---|---|
| Démarreur | $5.80/mo | travailleurs indépendants and micro-businesses with low transaction volume |
| Standard | 10 $/mois | Small businesses needing more features and flexibility |
| Prime | 15 $/mois | Growing businesses needing multi-currency and advanced tools |
Essai gratuit : Yes — 30 days free trial plus one month free when you subscribe.
Garantie de remboursement : Aucun remboursement, mais vous pouvez annuler à tout moment.
💰 Meilleur rapport qualité-prix : Standard plan at $10/mo — great features at an affordable price makes it the sweet spot for most petite entreprise propriétaires.
Xero contre les alternatives
How does Xero compare? Here’s the competitive landscape for accounting software:
| Outil | Idéal pour | Prix | Notation |
|---|---|---|---|
| Xero | Small businesses wanting unlimited users | $5.80/mo | ⭐ 4,5 |
| QuickBooks | US businesses needing payroll integration | 38 $/mois | ⭐ 4,4 |
| FreshBooks | Freelancers and service-based businesses | 19 $/mois | ⭐ 4,3 |
| Vague | Budget-conscious solopreneurs | Gratuit | ⭐ 4.2 |
| Livres Zoho | Small teams wanting affordability | 15 $/mois | ⭐ 4,3 |
| Sage | Growing businesses with complex needs | 33 $/mois | ⭐ 4.1 |
| NetSuite | Comptabilité d'entreprise | Coutume | ⭐ 4.0 |
| Expensify | Expense tracking specialists | 5 $/utilisateur | ⭐ 4.2 |
Sélection rapide :
- Meilleur résultat global : Xero — unlimited users and excellent for growing businesses
- Meilleur budget : Wave — completely free accounting for solopreneurs
- Idéal pour les débutants : FreshBooks — simple interface and excellent invoicing
- Idéal pour la paie aux États-Unis : QuickBooks — strong payroll and tax integration
🎯 Alternatives à Xero
Vous cherchez des alternatives à Xero ? Voici les meilleures options :
- 🚀 Sage: Powerful accounting for growing businesses with complex needs and advanced inventory options.
- 💰 Dext : Excellent for automating receipt capture and bill entry with AI-powered data extraction.
- 🎨 Livres Zoho : Affordable option with strong automation and excellent value for small teams.
- ⚡ Synder : Perfect for e-commerce businesses needing multi-channel sales reconciliation.
- 🔒 Fin de mois facile : Specialized for comptables needing efficient month-end close workflows.
- 🧠 Docyt : AI-powered accounting automation for real-time comptabilité and insights.
- 👶 Puzzle IO: Great for startups wanting collaborative accounting with investor reporting.
- 🏢 Rafraîchir-moi: Ideal for businesses needing automated financial statement preparation.
- 🔧 Vague: Best free option for solopreneurs and freelancers on a tight budget.
- 🌟 Accélérer: Strong personal finance tool that works for small business accounting too.
- ⭐ Hubdoc : Included with Xero for free, but also works standalone for document collection.
- 🎯 Expensify : Leading expense management tool with excellent receipt scanning.
- 💼 QuickBooks : Industry standard with excellent US payroll and tax integration.
- 📊 Saisie automatique: Powerful data extraction for automating bookkeeping data entry.
- 🔥 FreshBooks : Beautiful interface with the best invoicing features for service businesses.
- 🏆 NetSuite : Enterprise-grade ERP for large businesses needing advanced accounting.
Pour la liste complète, consultez notre Alternatives à Xero guide.
⚔️ Comparaison avec Xero
Voici comment Xero se compare à chacun de ses concurrents :
- Xero contre Sage: Xero is more user-friendly; Sage offers more advanced features for complex businesses.
- Xero contre Dext: Dext focuses on receipt capture; Xero is full accounting software — they work great together.
- Xero contre Zoho Books: Xero has better bank feeds and more app integrations; Zoho Books is more affordable.
- Xero contre Synder: Synder specializes in e-commerce sync; Xero is better for general small business accounting.
- Xero vs Easy Month End: Easy Month End is for accountants’ workflows; Xero is for business owners.
- Xero contre Docyt: Docyt has stronger AI automation; Xero has a larger app marketplace and user base.
- Xero contre Puzzle E/S : Puzzle IO targets startups with investor reporting; Xero suits broader small business needs.
- Xero contre RefreshMe: RefreshMe focuses on financial statements; Xero covers full day-to-day accounting.
- Xero contre Wave: Wave is free but limited; Xero offers more features and better bank reconciliation.
- Xero contre Quicken: Quicken is more for personal finance; Xero is built for business accounting.
- Xero contre Hubdoc: Hubdoc is included free with Xero — they’re designed to work together.
- Xero contre Expensify: Expensify excels at expense tracking; Xero is full accounting software.
- Xero contre QuickBooks: Xero has unlimited users; QuickBooks has better US payroll integration.
- Xero contre AutoEntry: AutoEntry is for data extraction; Xero is complete accounting — they integrate well.
- Xero contre FreshBooks: FreshBooks has better invoicing UI; Xero has stronger accounting features.
- Xero contre NetSuite: NetSuite is enterprise-grade; Xero is better for small to medium businesses.
Commencez à utiliser Xero dès maintenant
Vous avez appris à utiliser toutes les principales fonctionnalités de Xero :
- ✅ Tableau de bord du compte
- ✅ Modèles de factures
- ✅ Rapprochement bancaire
- ✅ Facturation automatique
- ✅ Aperçu de l'entreprise
- ✅ Automatisation de la saisie des factures
- ✅ Comptabilité multidevises
- ✅ Suivi des projets
- ✅ Comptabilité avancée
Étape suivante : Choisissez une fonctionnalité et essayez-la dès maintenant.
Most people start with the Account Dashboard to get a clear picture of their finances.
It takes less than 5 minutes to set up and enjoy the benefits.
Foire aux questions
Puis-je apprendre à utiliser Xero par moi-même ?
Yes, you can learn Xero by yourself. Xero provides recommended courses to help users learn about its features. You can complete courses or webinars to achieve Xero certification. The system is designed to be user-friendly for small business owners without accounting experience.
Xero est-il facile à utiliser pour les débutants ?
Yes, Xero is easy to use for beginners. The Xero dashboard provides a clear picture of your finances with an intuitive layout. Most users can set up their account and send their first invoice within 30 minutes. The interface is designed to help you understand your business finances without accounting knowledge.
Comment utiliser Xero en tant que petite entreprise ?
To use Xero as a small business, start by connecting your bank account and setting up your organization details. Then use Xero to send invoices to customers, track bills you need to pay, and reconcile your bank transactions regularly. The system helps you maintain accurate accounts and generate reports for your accountant or bookkeeper.
Combien de temps faut-il pour apprendre à utiliser Xero ?
Most users can learn the basics of Xero in a few hours. Getting comfortable with all features typically takes 1-2 weeks of regular use. Xero offers webinars and events for users to sign up and learn more. For advanced skills, you can join Xero’s certification program to become a Xero certified advisor.
Xero est-il meilleur que QuickBooks ?
Xero and QuickBooks both have strengths. Xero offers unlimited users on all plans and is often considered more user-friendly. QuickBooks has better US payroll integration and phone support. For small business owners outside the US or those wanting unlimited user access, Xero is often the better choice. Check your specific needs to find the best fit.
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