クイックスタート
このガイドでは、Xeroのすべての機能について解説します。
- はじめる — Create your account and set up the basics
- アカウントダッシュボードの使い方 — See your cash flow, bank account balances and unpaid bills on one screen
- 請求書テンプレートの使い方 — Send professional-looking invoices that carry your own branding and logo
- 高度な会計機能の使い方 — Set tax rules, your chart of accounts and financial year end date
- ビジネススナップショットの使い方 — Read profit, loss and expense trends without building reports by hand
- 請求書自動入力機能の使い方 — 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
- 銀行勘定調整表の使い方 — Match imported bank transactions to your records in a few clicks
- 自動請求書作成機能の使い方 — Schedule repeating invoices and payment reminders so you get paid faster
- トラックプロジェクトの使い方 — Watch time, costs and profit on every job you are running
所要時間： 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
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 会計 software options available today.
But most users only ever touch invoices and stop there.
このガイドでは、主要な機能の使い方をすべて説明します。
スクリーンショットとプロのアドバイスを交えながら、手順を一つずつ解説します。
Xeroチュートリアル
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.
ゼロ
Stop guessing where your money went. Xero pulls bank transactions in automatically, chases unpaid invoices for you, and gives small 仕事 owners a clear picture of cash flow every day. Unlimited users on every plan.
Xeroの始め方
いずれかの機能を使用する前に、この初回設定を完了してください。
約3分かかります。
Here is what the first week looked like for me:
それでは、各ステップを順を追って見ていきましょう。
ステップ1：アカウントを作成する
Go to the Xero website and click Start Free Trial.
メールアドレスを入力し、パスワードを作成してください。
✓ チェックポイント: チェックしてください 受信トレイ 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:
✓ チェックポイント: あなたの 仕事 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.
✅ 完了: これで、以下のすべての機能をご利用いただけます。
Xeroアカウントダッシュボードの使い方
アカウントダッシュボード lets you see your cash flow, bank account balances and unpaid bills on one screen.
以下に、その使用方法をステップごとに説明します。
ステップ1：ダッシュボードを開く
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: You have a clear picture of cash flow the moment you log in.
💡 プロのヒント: Click the small arrow on a bank tile to switch it between a balance figure and a spend graph.
Xeroの請求書テンプレートの使い方
請求書テンプレート lets you send professional-looking invoices that carry your own branding and logo.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: Your logo sits at the top of the preview with your business details below.
ステップ3：保存してプレビューする
Hit Save, then preview the theme on a draft invoice.
✅ 結果: Every invoice you send now looks like it came from a real finance team.
💡 プロのヒント: Build a second theme with no payment terms for quotes. It saves editing them one by one.
Xeroの高度な会計機能の使い方
高度な 会計 lets you set tax rules, your chart of accounts and financial year end date.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Income and expenses now land in the right place automatically.
💡 プロのヒント: Archive account codes you will never use instead of deleting them. Deleting breaks old transactions.
How to Use Xero Business Snapshots
ビジネススナップショット lets you read profit, loss and expense trends without building reports by hand.
以下に、その使用方法をステップごとに説明します。
ステップ1：レポートメニューを開く
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.
これがその様子です。
✓ チェックポイント: Profitability and cash panels fill with your own figures, not sample データ.
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.
✅ 結果: You understand how the business performed without building a report by hand.
💡 プロのヒント: Compare two periods side by side. Sudden expense jumps usually point to a miscoded bill.
How to Use Xero Auto Bill Entry
請求書入力の自動化 lets you turn supplier bills and receipts into records without typing every line.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Paper receipts stop piling up and your bills stay current.
💡 プロのヒント: 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
複数通貨 会計ソフトウェア lets you invoice overseas customers and track gains from currency rate moves.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Overseas customers pay in their own currency while your reports stay consistent.
💡 プロのヒント: Xero updates exchange rates hourly. Lock a rate on long quotes so the price does not drift.
Xeroの銀行照合機能の使い方
銀行照合 lets you match imported bank transactions to your records in a few clicks.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Your books agree with the bank, so every report you run is trustworthy.
💡 プロのヒント: Create bank rules for repeat payments like rent. Xero then codes them for you every month.
How to Use Xero Automatic Invoicer
自動請求書発行 lets you schedule repeating invoices and payment reminders so you get paid faster.
以下に、その使用方法をステップごとに説明します。
ステップ1：定期請求書を作成する
Open Business, Invoices, then New, then Repeating Invoice.
ステップ2：スケジュールを設定する
Choose how often it repeats and whether Xero sends it automatically.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Retainer clients get billed on time without you touching the invoice.
💡 プロのヒント: Add PayPal or Stripe under Payment Services. A pay-now link on the invoice cuts waiting time sharply.
How to Use Xero Projects Tracker
プロジェクトを追跡する lets you watch time, costs and profit on every job you are running.
以下に、その使用方法をステップごとに説明します。
ステップ1：プロジェクトを作成する
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: You know which jobs make money and which quietly drain it.
💡 プロのヒント: Start the timer in the mobile app when you begin work. Reconstructing hours later always loses billable time.
Xeroのプロ向けヒントとショートカット
After three years of daily work in Xero, these are the shortcuts I actually use.
キーボードショートカット
| アクション | ショートカット |
|---|---|
| グローバル検索を開く | / (スラッシュ) |
| 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 |
ほとんどの人が見逃す隠れた機能
- 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.
- 検索と一致: 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 ウェビナー 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.
Xeroでよくある間違いを避ける方法
Mistake #1: Reconciling Once a Quarter
❌ 間違い: Letting hundreds of bank transactions pile up before you reconcile them.
✅ 右: Reconcile weekly, if not daily. Ten minutes a week beats a lost weekend.
Mistake #2: Ignoring the Chart of Accounts
❌ 間違い: Keeping the default account codes and dumping every cost into General Expenses.
✅ 右: 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
❌ 間違い: Emailing an invoice with only bank details at the bottom.
✅ 右: Add PayPal or Stripe under Payment Services so customers can pay in one click.
Xeroのトラブルシューティング
Problem: Bank Feed Stopped Importing
原因： Your bank expired the connection or changed its 安全 ルール。
修理： Open Settings, Bank Accounts, then click Refresh or Reconnect and log in again.
Problem: Invoice Total Does Not Match the Bank Line
原因： A card processor took a fee before the money reached your bank account.
修理： Use Find & Match, then add a minor adjustment line for the fee.
Problem: Reports Show the Wrong Period
原因： Your financial year end date was never set correctly during setup.
修理： Go to Settings, Advanced settings, Financial Settings, and correct the date.
📌 注記： If none of these fix your issue, contact Xero support through Xero Central.
Xero とは何ですか?
ゼロ is an online accounting software built for 中小企業 owners who want their finances in one place.
Think of it like a bank account that also does your 簿記.
こちらの簡単な概要をご覧ください。
Here is how Xero works in practice: bank transactions flow in automatically, you approve the matches, and your reports update themselves.
主な機能は以下のとおりです。
- アカウントダッシュボード： A live view of your finances, updated as bank transactions flow in
- 請求書テンプレート： Branded invoice layouts you set once and reuse every day
- 高度な会計： Tax settings, chart of accounts and financial year controls
- ビジネス概要： Profit, loss and cash flow trends in one visual report
- 請求書入力の自動化： Bills and receipts captured from email or your phone
- Multi-Currency Accounting Software: Invoicing and reporting in more than 160 currencies
- 銀行勘定調整： Pre-matched bank transactions you approve in bulk
- 自動請求書発行： Repeating invoices plus automated overdue payment reminders
- トラックプロジェクト： Job-level time, cost and profit tracking
詳細なレビューについては、こちらをご覧ください。 Xeroのレビュー.
Xero accounting software runs entirely in your browser, so you and your accountant share the same live data.
Xeroの価格設定
2026年のXeroの費用は以下のとおりです。
| プラン | 価格 | 最適な用途 |
|---|---|---|
| スターター | 月額5.80米ドル | Sole traders sending a few invoices each month |
| 標準 | 月額10米ドル | Growing small business owners with regular bills and payroll |
| プレミアム | 月額15米ドル | Businesses billing customers in more than one currency |
無料トライアル: はい、クレジットカード不要で30日間お試しいただけます。
返金保証: No refund policy, but you can cancel your plan any month.
💰 最もお得な価格: Standard — it lifts the invoice and bill caps that slow the Starter plan down.
Xeroと代替製品の比較
Xeroは他社と比べてどうでしょうか？競合状況は以下のとおりです。
| 道具 | 最適な用途 | 価格 | 評価 |
|---|---|---|---|
| ゼロ | すべてのプランでユーザー数無制限 | 月額5.80ドル | ⭐ 4.5 |
| クイックブックス | US tax reporting depth | 月額19ドル | ⭐ 4.4 |
| フレッシュブックス | サービス請求書 | 月額19ドル | ⭐ 4.4 |
| Zohoブックス | 予算を重視するチーム | 月額0ドル | ⭐ 4.4 |
| セージ | Stock-heavy businesses | 月額25ドル | ⭐ 4.1 |
| 波 | 無料の基本会計 | 月額0ドル | ⭐ 4.3 |
| ネットスイート | Large company finance | 月額99ドル | ⭐ 4.0 |
| エクスペンシファイ | Staff expense claims | 月額5ドル | ⭐ 4.4 |
おすすめ商品：
- 総合ベスト： Xero — unlimited users and the smoothest bank reconciliation.
- ベスト予算： Wave — free for freelancers with simple finances.
- 初心者におすすめ： FreshBooks — the shortest learning curve for invoicing.
- Best for stock-heavy business: Sage — deeper inventory tools than Xero offers.
🎯 Xeroの代替案
Xeroの代替サービスをお探しですか？おすすめの選択肢はこちらです。
- 🚀 セージ： Long-standing accounting software with strong stock control for product businesses.
- 💰 デクスト： Receipt capture tool that feeds clean data into Xero automatically.
- 🎨 Zohoブックス: Low-cost accounting with a free tier for very small business owners.
- ⚡ スナイダー： Syncs ecommerce and payment platform sales into your accounting ledger.
- 🔒 楽な月末: Adds structured month-end checklists on top of your accounting system.
- 🧠 ドシット: AI bookkeeping that codes transactions and drafts reports for you.
- 👶 パズルIO: Built for startups that want automated accounting without a bookkeeper.
- 🏢 リフレッシュミー: Financial reporting layer for firms managing many client accounts.
- ⭐ 波： Free invoicing and accounting for freelancers with simple finances.
- 🔧 クイックン: Personal finance tracking with light small business features included.
- 📊 ハブドック: Document collection tool that pulls bills and statements automatically.
- 🎯 経費精算: Employee expense claims with card feeds and approval workflows.
- 🔥 クイックブックス: The best-known rival, strong in the United States market.
- 💼 自動入力: Converts scanned receipts and bills into accounting data.
- 🌟 フレッシュブックス: Invoicing-first software loved by service-based sole traders.
- 🏢 ネットスイート: Full business management suite aimed at larger, complex companies.
全リストについては、こちらをご覧ください。 Xeroの代替品 ガイド。
⚔️ Xeroとの比較
Here is how Xero stacks up against each competitor:
- Xero vs Sage: Xero is easier to learn; Sage suits complex inventory work better.
- Xero vs Dext: Dext is a companion, not a rival. Many users run both together.
- Xero vs Zoho Books: Zoho Books costs less; Xero has far wider bank and apps support.
- ゼロ vs シンダー: Synder handles sales data; Xero remains the ledger underneath it.
- Xero vs イージー・マンスエンド: It fills a gap Xero leaves open around close-process control.
- Xero vs Docyt: Docyt automates more coding; Xero gives you more direct control.
- Xero vs パズル IO: Puzzle suits venture-backed startups; Xero fits general small business work.
- Xero vs RefreshMe: RefreshMe reports across clients; Xero runs each set of books.
- Xero vs Wave: Wave costs nothing; Xero scales when payroll and projects arrive.
- Xero vs Quicken: Quicken leans personal; Xero is built for business accounting.
- Xero vs Hubdoc: Hubdoc is included with Xero plans in several regions.
- Xero vs. Expensify: Expensify handles staff claims; Xero records the accounting entries.
- Xero vs QuickBooks: QuickBooks has deeper US tax tools; Xero wins on unlimited users.
- Xero vs AutoEntry: AutoEntry rivals Xero’s own bill capture rather than the whole platform.
- Xero vs FreshBooks: FreshBooks is simpler to bill with; Xero has stronger reports.
- Xero vs. NetSuite: NetSuite fits enterprises; Xero costs a fraction for small business.
今すぐXeroを使い始めましょう
あなたはXeroの主要な機能をすべて使いこなせるようになりました。
- ✅ アカウントダッシュボード
- ✅ 請求書テンプレート
- ✅ 高度な会計
- ✅ ビジネス概要
- ✅ 請求書入力の自動化
- ✅ Multi-Currency Accounting Software
- ✅ 銀行勘定調整
- ✅ 自動請求書発行
- ✅ プロジェクトを追跡する
次のステップ： どれか一つの機能を選んで、今すぐ試してみてください。
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.
よくある質問
Xeroを独学で習得することは可能でしょうか？
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は初心者でも使いやすいですか？
Yes. The dashboard uses plain language instead of accounting jargon. Beginners usually manage invoices and bank reconciliation on day one without formal training.
中小企業がXeroを効果的に活用するには？
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.
Xeroを習得するにはどれくらい時間がかかりますか？
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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