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Questa guida illustra tutte le funzionalità di Xero:
- Iniziare — Create your account and set up the basics
- Come utilizzare la dashboard dell'account — See your cash flow, bank account balances and unpaid bills on one screen
- Come utilizzare i modelli di fattura — Send professional-looking invoices that carry your own branding and logo
- Come utilizzare la contabilità avanzata — Set tax rules, your chart of accounts and financial year end date
- Come utilizzare Business Snapshot — Read profit, loss and expense trends without building reports by hand
- Come utilizzare l'inserimento automatico delle fatture — Turn supplier bills and receipts into records without typing every line
- How to Use Multi-Currency Accounting Software — Invoice overseas customers and track gains from currency rate moves
- Come utilizzare la riconciliazione bancaria — Match imported bank transactions to your records in a few clicks
- Come utilizzare la fatturazione automatica — Schedule repeating invoices and payment reminders so you get paid faster
- Come utilizzare Track Projects — Watch time, costs and profit on every job you are running
Tempo necessario: 5 minuti per ogni servizio
In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative
Perché fidarsi di questa guida
I’ve run my own books in Xero for three years and tested every feature covered here. This tutorial comes from real hands-on experience, not vendor screenshots.
Xero is one of the most capable contabilità software options available today.
But most users only ever touch invoices and stop there.
Questa guida ti mostra come utilizzare tutte le principali funzionalità.
Passo dopo passo, con schermate e consigli da professionisti.
Tutorial di Xero
This complete How to use Xero tutorial walks you through each feature in order, from first login to the advanced tools that make you a power user.
Xero
Stop guessing where your money went. Xero pulls bank transactions in automatically, chases unpaid invoices for you, and gives small Attività commerciale owners a clear picture of cash flow every day. Unlimited users on every plan.
Guida introduttiva a Xero
Prima di utilizzare qualsiasi funzionalità, completa questa configurazione iniziale.
Ci vogliono circa tre minuti.
Here is what the first week looked like for me:
Ora analizziamo passo passo ciascuna fase.
Passaggio 1: crea il tuo account
Go to the Xero website and click Start Free Trial.
Inserisci il tuo indirizzo email e crea una password.
✓ Punto di controllo: Controlla il tuo posta in arrivo for the confirmation link.
Step 2: Add Your Organisation Details
Open Settings, then Organisation Settings.
Fill in your company name, address, tax information and logo.
These details appear on every invoice you send, so accuracy matters.
Here is what the setup screen covers:
✓ Punto di controllo: Tuo Attività commerciale name shows in the top left corner.
Step 3: Connect Your Bank and Invite Your Team
Go to Settings, Bank Accounts, and follow the prompts to connect your bank.
Then open Settings, Users, to invite your accountant or bookkeeper.
You can set individual permissions, so each person gets access to only what they need.
That way you share the books without handing over payroll details.
✅ Fatto: Sei pronto per utilizzare una qualsiasi delle funzioni seguenti.
Come utilizzare la dashboard dell'account Xero
Dashboard dell'account lets you see your cash flow, bank account balances and unpaid bills on one screen.
Ecco come usarlo passo dopo passo.
Passaggio 1: Apri la dashboard
Log in and click Dashboard in the top menu bar.
Take a minute to explore the Xero dashboard before changing anything.
Step 2: Add Your Bank Account Tiles
Click Add bank account and pick your bank from the list.
Ecco come si presenta:
✓ Punto di controllo: Bank balances, invoices owed to you and bills to pay all appear as tiles.
Step 3: Rearrange the Panels
Drag each panel so your most-watched numbers sit at the top.
✅ Risultato: You have a clear picture of cash flow the moment you log in.
💡 Consiglio da professionista: Click the small arrow on a bank tile to switch it between a balance figure and a spend graph.
Come utilizzare i modelli di fattura di Xero
Modelli di fattura lets you send professional-looking invoices that carry your own branding and logo.
Ecco come usarlo passo dopo passo.
Step 1: Open Invoice Settings
Go to Settings, then Invoice Settings, to reach your branding themes.
Step 2: Upload Your Logo and Details
Add your logo, address and payment terms to the standard theme.
Ecco come si presenta:
✓ Punto di controllo: Your logo sits at the top of the preview with your business details below.
Passaggio 3: Salva e visualizza l'anteprima
Hit Save, then preview the theme on a draft invoice.
✅ Risultato: Every invoice you send now looks like it came from a real finance team.
💡 Consiglio da professionista: Build a second theme with no payment terms for quotes. It saves editing them one by one.
Come utilizzare Xero Advanced Accounting
Avanzato Contabilità lets you set tax rules, your chart of accounts and financial year end date.
Ecco come usarlo passo dopo passo.
Step 1: Open Financial Settings
Go to Settings, Advanced settings, then Financial Settings.
Step 2: Set Tax and Year End
Enter your tax basis, tax number and financial year end date.
Ecco come si presenta:
✓ Punto di controllo: Your tax details and year end date show as saved on the settings page.
Step 3: Edit the Chart of Accounts
Open Chart of Accounts and rename codes to match how you sell.
Accurate codes keep your reports readable later.
✅ Risultato: Income and expenses now land in the right place automatically.
💡 Consiglio da professionista: Archive account codes you will never use instead of deleting them. Deleting breaks old transactions.
How to Use Xero Business Snapshots
Panoramica aziendale lets you read profit, loss and expense trends without building reports by hand.
Ecco come usarlo passo dopo passo.
Passaggio 1: Aprire il menu Rapporti
Click Accounting, then Reports, then Business Snapshot.
Step 2: Pick Your Date Range
Choose the period you want to check, such as the last quarter.
Ecco come si presenta:
✓ Punto di controllo: Profitability and cash panels fill with your own figures, not sample dati.
Step 3: Read the Performance Panels
Scroll through profit, expense and cash flow panels for the period.
Open the balance sheet from the same menu to check what you own and owe.
✅ Risultato: You understand how the business performed without building a report by hand.
💡 Consiglio da professionista: Compare two periods side by side. Sudden expense jumps usually point to a miscoded bill.
How to Use Xero Auto Bill Entry
Inserimento automatico delle fatture lets you turn supplier bills and receipts into records without typing every line.
Ecco come usarlo passo dopo passo.
Step 1: Find Your Xero Email Address
Go to Business, then Bills to pay, and copy your unique email.
Step 2: Forward Supplier Bills In
Forward bills and receipts to that address as they arrive.
Xero reads the supplier, date and total for you.
Ecco come si presenta:
✓ Punto di controllo: Forwarded bills appear as drafts with amounts already filled in.
Step 3: Check and Approve
Open each draft bill, fix any wrong field, then approve it.
✅ Risultato: Paper receipts stop piling up and your bills stay current.
💡 Consiglio da professionista: Photograph receipts through the Xero mobile app on the same day. The image stays attached to the record.
How to Use Xero Multi-Currency Accounting Software
Multivaluta Software di contabilità lets you invoice overseas customers and track gains from currency rate moves.
Ecco come usarlo passo dopo passo.
Step 1: Add Your Currencies
Go to Settings, Currencies, and add each currency you trade in.
Step 2: Invoice in the Buyer’s Currency
Create an invoice and switch the currency field before you send it.
Ecco come si presenta:
✓ Punto di controllo: The invoice total shows in the buyer currency with your base currency underneath.
Step 3: Review Currency Gains
Run the Foreign Currency Gains and Losses report each month.
✅ Risultato: Overseas customers pay in their own currency while your reports stay consistent.
💡 Consiglio da professionista: Xero updates exchange rates hourly. Lock a rate on long quotes so the price does not drift.
Come utilizzare la riconciliazione bancaria di Xero
Riconciliazione bancaria lets you match imported bank transactions to your records in a few clicks.
Ecco come usarlo passo dopo passo.
Step 1: Connect a Bank Feed
Go to Settings, Bank Accounts, and follow the prompts to connect your bank.
Step 2: Open the Reconcile Tab
Click Reconcile items on the account tile to see suggested matches.
Xero pairs each imported line with an invoice or bill it already knows.
Ecco come si presenta:
✓ Punto di controllo: The unreconciled counter on the bank tile drops toward zero.
Step 3: Approve or Find a Match
Click OK on correct pairs, or use Find & Match on the rest.
✅ Risultato: Your books agree with the bank, so every report you run is trustworthy.
💡 Consiglio da professionista: Create bank rules for repeat payments like rent. Xero then codes them for you every month.
How to Use Xero Automatic Invoicer
Fatturazione automatica lets you schedule repeating invoices and payment reminders so you get paid faster.
Ecco come usarlo passo dopo passo.
Passaggio 1: Creare una fattura ricorrente
Open Business, Invoices, then New, then Repeating Invoice.
Passaggio 2: Imposta la pianificazione
Choose how often it repeats and whether Xero sends it automatically.
Ecco come si presenta:
✓ Punto di controllo: The repeating template lists a next issue date and a delivery setting.
Step 3: Switch On Payment Reminders
Go to Settings, Invoice Settings, then Invoice Reminders and enable them.
✅ Risultato: Retainer clients get billed on time without you touching the invoice.
💡 Consiglio da professionista: Add PayPal or Stripe under Payment Services. A pay-now link on the invoice cuts waiting time sharply.
How to Use Xero Projects Tracker
Monitoraggio dei progetti lets you watch time, costs and profit on every job you are running.
Ecco come usarlo passo dopo passo.
Passaggio 1: Creare un progetto
Open Projects, click New Project, and pick the customer it belongs to.
Step 2: Log Time and Costs
Add time entries and assign bills or expenses to the project.
Ecco come si presenta:
✓ Punto di controllo: The project page shows time logged, costs recorded and remaining budget.
Step 3: Check Project Profit
Open the project to compare quoted value against costs so far.
✅ Risultato: You know which jobs make money and which quietly drain it.
💡 Consiglio da professionista: Start the timer in the mobile app when you begin work. Reconstructing hours later always loses billable time.
Suggerimenti e scorciatoie per Xero Pro
After three years of daily work in Xero, these are the shortcuts I actually use.
Scorciatoie da tastiera
| Azione | Scorciatoia |
|---|---|
| Apri la ricerca globale | / (barra obliqua) |
| Create a new invoice | Type “invoice” in search, press Enter |
| Jump to bank reconciliation | Type “reconcile” in search |
| Save and add another line | Alt + S |
Funzionalità nascoste che la maggior parte delle persone non nota
- The demo company: Switch to it from the organisation menu and practise safely without touching real data.
- Bank rules: Under each bank account, set rules that code recurring transactions the moment they arrive.
- Trova e abbina: Use it to split one bank payment across several bills instead of forcing a single match.
- The mobile apps: Snap receipts, check balances and approve bills from your phone while you are out.
- Xero certification: Join a free seminario Web or course to build accounting knowledge and earn advisor status.
- Report favourites: Star the reports you open often and discover the custom layout editor underneath them.
Errori comuni da evitare con Xero
Mistake #1: Reconciling Once a Quarter
❌ Sbagliato: Letting hundreds of bank transactions pile up before you reconcile them.
✅ A destra: Reconcile weekly, if not daily. Ten minutes a week beats a lost weekend.
Mistake #2: Ignoring the Chart of Accounts
❌ Sbagliato: Keeping the default account codes and dumping every cost into General Expenses.
✅ A destra: Rename codes to match how you actually earn and spend, so your profit and loss report means something.
Mistake #3: Sending Invoices Without Payment Options
❌ Sbagliato: Emailing an invoice with only bank details at the bottom.
✅ A destra: Add PayPal or Stripe under Payment Services so customers can pay in one click.
Risoluzione dei problemi di Xero
Problem: Bank Feed Stopped Importing
Causa: Your bank expired the connection or changed its sicurezza regole.
Aggiustare: Open Settings, Bank Accounts, then click Refresh or Reconnect and log in again.
Problem: Invoice Total Does Not Match the Bank Line
Causa: A card processor took a fee before the money reached your bank account.
Aggiustare: Use Find & Match, then add a minor adjustment line for the fee.
Problem: Reports Show the Wrong Period
Causa: Your financial year end date was never set correctly during setup.
Aggiustare: Go to Settings, Advanced settings, Financial Settings, and correct the date.
📌 Nota: If none of these fix your issue, contact Xero support through Xero Central.
Che cos'è Xero?
Xero is an online accounting software built for piccola impresa owners who want their finances in one place.
Think of it like a bank account that also does your contabilità.
Guarda questa breve panoramica:
Here is how Xero works in practice: bank transactions flow in automatically, you approve the matches, and your reports update themselves.
Include le seguenti caratteristiche principali:
- Pannello di controllo dell'account: A live view of your finances, updated as bank transactions flow in
- Modelli di fattura: Branded invoice layouts you set once and reuse every day
- Contabilità avanzata: Tax settings, chart of accounts and financial year controls
- Panoramica aziendale: Profit, loss and cash flow trends in one visual report
- Automatizza l'inserimento delle fatture: Bills and receipts captured from email or your phone
- Multi-Currency Accounting Software: Invoicing and reporting in more than 160 currencies
- Riconciliazione bancaria: Pre-matched bank transactions you approve in bulk
- Fatturazione automatica: Repeating invoices plus automated overdue payment reminders
- Monitora i progetti: Job-level time, cost and profit tracking
Per una recensione completa, consulta la nostra Recensione di Xero.
Xero accounting software runs entirely in your browser, so you and your accountant share the same live data.
Prezzi Xero
Ecco quanto costerà Xero nel 2026:
| Piano | Prezzo | Ideale per |
|---|---|---|
| Antipasto | 5,80 dollari USA al mese | Sole traders sending a few invoices each month |
| Standard | 10 dollari USA al mese | Growing small business owners with regular bills and payroll |
| Premium | 15 dollari USA al mese | Businesses billing customers in more than one currency |
Prova gratuita: Sì, 30 giorni senza bisogno di carta di credito.
Garanzia di rimborso: No refund policy, but you can cancel your plan any month.
💰 Miglior rapporto qualità-prezzo: Standard — it lifts the invoice and bill caps that slow the Starter plan down.
Xero contro le alternative
Come si posiziona Xero rispetto alla concorrenza? Ecco il panorama competitivo:
| Attrezzo | Ideale per | Prezzo | Valutazione |
|---|---|---|---|
| Xero | Utenti illimitati in ogni piano | 5,80 $/mese | ⭐ 4,5 |
| QuickBooks | US tax reporting depth | $ 19/mese | ⭐ 4.4 |
| FreshBooks | Fatturazione dei servizi | $ 19/mese | ⭐ 4.4 |
| Zoho Books | squadre attente al budget | $0/mese | ⭐ 4.4 |
| Saggio | Stock-heavy businesses | 25 dollari al mese | ⭐ 4.1 |
| Onda | Contabilità di base gratuita | $0/mese | ⭐ 4.3 |
| NetSuite | Large company finance | $ 99/mese | ⭐ 4.0 |
| Expensify | Staff expense claims | 5 dollari al mese | ⭐ 4.4 |
Scelte rapide:
- Il migliore in assoluto: Xero — unlimited users and the smoothest bank reconciliation.
- Miglior budget: Wave — free for freelancers with simple finances.
- Ideale per principianti: FreshBooks — the shortest learning curve for invoicing.
- Best for stock-heavy business: Sage — deeper inventory tools than Xero offers.
🎯 Alternative a Xero
Cerchi alternative a Xero? Ecco le migliori opzioni:
- 🚀 Saggio: Long-standing accounting software with strong stock control for product businesses.
- 💰 Destra: Receipt capture tool that feeds clean data into Xero automatically.
- 🎨 Zoho Books: Low-cost accounting with a free tier for very small business owners.
- ⚡ Sinder: Syncs ecommerce and payment platform sales into your accounting ledger.
- 🔒 Fine mese facile: Adds structured month-end checklists on top of your accounting system.
- 🧠 Docyt: AI bookkeeping that codes transactions and drafts reports for you.
- 👶 Puzzle IO: Built for startups that want automated accounting without a bookkeeper.
- 🏢 Aggiornami: Financial reporting layer for firms managing many client accounts.
- ⭐ Onda: Free invoicing and accounting for freelancers with simple finances.
- 🔧 Accelerare: Personal finance tracking with light small business features included.
- 📊 Hubdoc: Document collection tool that pulls bills and statements automatically.
- 🎯 Expensify: Employee expense claims with card feeds and approval workflows.
- 🔥 QuickBooks: The best-known rival, strong in the United States market.
- 💼 Ingresso automatico: Converts scanned receipts and bills into accounting data.
- 🌟 FreshBooks: Invoicing-first software loved by service-based sole traders.
- 🏢 NetSuite: Full business management suite aimed at larger, complex companies.
Per l'elenco completo, consultare il nostro Alternative a Xero guida.
⚔️ Confronto con Xero
Here is how Xero stacks up against each competitor:
- Xero contro Sage: Xero is easier to learn; Sage suits complex inventory work better.
- Xero contro Dext: Dext is a companion, not a rival. Many users run both together.
- Xero contro Zoho Books: Zoho Books costs less; Xero has far wider bank and apps support.
- Xero contro Synder: Synder handles sales data; Xero remains the ledger underneath it.
- Xero vs Easy Month End: It fills a gap Xero leaves open around close-process control.
- Xero contro Docyt: Docyt automates more coding; Xero gives you more direct control.
- Xero contro Puzzle IO: Puzzle suits venture-backed startups; Xero fits general small business work.
- Xero contro RefreshMe: RefreshMe reports across clients; Xero runs each set of books.
- Xero contro Wave: Wave costs nothing; Xero scales when payroll and projects arrive.
- Xero contro Quicken: Quicken leans personal; Xero is built for business accounting.
- Xero contro Hubdoc: Hubdoc is included with Xero plans in several regions.
- Xero contro Expensify: Expensify handles staff claims; Xero records the accounting entries.
- Xero contro QuickBooks: QuickBooks has deeper US tax tools; Xero wins on unlimited users.
- Xero contro AutoEntry: AutoEntry rivals Xero’s own bill capture rather than the whole platform.
- Xero contro FreshBooks: FreshBooks is simpler to bill with; Xero has stronger reports.
- Xero contro NetSuite: NetSuite fits enterprises; Xero costs a fraction for small business.
Inizia subito a usare Xero
Hai imparato a utilizzare tutte le principali funzionalità di Xero:
- ✅ Pannello di controllo dell'account
- ✅ Modelli di fattura
- ✅ Contabilità avanzata
- ✅ Panoramica aziendale
- ✅ Automatizza l'inserimento delle fatture
- ✅ Multi-Currency Accounting Software
- ✅ Riconciliazione bancaria
- ✅ Fatturazione automatica
- ✅ Monitora i progetti
Passo successivo: Scegli una funzionalità e provala subito.
Most people start with the Account Dashboard.
It takes less than five minutes, and you may even enjoy it.
Small things improve fastest here: reconcile weekly, and the rest follows.
Domande frequenti
Posso imparare Xero da solo?
Yes. Xero Central offers free courses, webinars and practice files. Most small business owners cover the basics in a weekend and build real skills within a month.
Xero è facile da usare per i principianti?
Yes. The dashboard uses plain language instead of accounting jargon. Beginners usually manage invoices and bank reconciliation on day one without formal training.
Come utilizzare Xero per una piccola impresa?
Set up your organisation details, connect your bank account, then send invoices and reconcile transactions weekly. Add payroll and projects once that routine is running.
Quanto tempo ci vuole per imparare a usare Xero?
Around two to six hours for daily tasks like invoices and bills. Full certification through Xero’s course program typically takes a few weeks of part-time study.
How to use Xero system?
Log in, check the dashboard, reconcile new bank transactions, approve bills, then send invoices. Run profit and loss reports monthly to check business health.
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