How to use Xero for Small Business in 2026?

Doing your own bookkeeping feels scary.

No one likes staring at messy spreadsheets or confusing numbers.

It wastes hours of your week. You worry about making math mistakes or missing a tax deadline.

You didn’t start a business to stress over 会計, but the work just keeps piling up.

You need a simple tool to fix this. This guide shows you exactly how to use Xero.

We break it down into easy steps.

You will be sending invoices and tracking cash in no time.

Let’s make your life easier.

ゼロ

200万以上の企業にご参加ください Xeroを使用 会計ソフトウェア。強力な請求書作成機能を今すぐお試しください！

Xeroを無料でお試しください 全文レビューを読む Xeroの代替品

Xero Tutorial

This quick guide shows you the ropes.

You can see exactly how the software works step-by-step.

Follow the actions on your own screen easily. Just pause if you need more time.

It is the best way to master the basics fast.

How to use Advanced Accounting

You might think 会計 software is hard.

It isn’t. 中小企業 owners need a clear picture of their money to grow.

ゼロ 会計 software helps you plan better.

It handles bills, payroll, and tricky numbers.

You do not need to be an accountant to understand how Xero works.

The “Advanced” tab gives you deeper access to your finances.

Step 1: Find the Advanced Menu

Everything starts at your Xero dashboard.

• Look at the top blue menu bar.
• Click on 会計.
• Choose Advanced from the dropdown list.
• You will see a list of special tools.

Step 2: Use Manual Journals

Sometimes you need to move numbers around to fix your reports.

• Click Manual Journals inside the Advanced menu.
• Hit the New Journal button.
• Type a note about why you are moving money.
• Pick the correct date.
• This keeps your balance sheet accurate.

Step 3: Manage Fixed Assets

Did you pay for a big computer or machine using your bank account? You need to track it.

• Go to the Advanced menu again.
• Click Fixed Assets.
• Select New Asset.
• Enter what you bought and the cost.
• Xero tracks the value over time.

This helps your cash flow look right without calling the bank.

How to use Multi-currency accounting

Do you sell services or products to customers in other countries?

Running a global 仕事 is hard.

You need to understand your profit and loss clearly.

It helps you grow and cover all your financial bases.

You can discover new markets when the データ is clear.

Follow these steps to use these features.

Step 1: Add a Foreign Currency

First, you must set up the money types.

• Find the options menu in Settings.
• Select “Currencies” to add new information.
• Check the list and pick the currency you need.
• This creates a link to live exchange rates.

Step 2: Assign Currency to a Contact

Now, update the details for your people.

• Go to Contacts to find the right person.
• Edit their profile date and billing info.
• Select the foreign currency for them.
• This ensures that all future items, like invoices, are correct.

Step 3: View Reports in different currencies

You need to watch your money every day.

• Go to Reports to see your transactions.
• You can reconcile foreign receipts easily.
• Switch the view to see the real value.
• This helps you avoid bad surprises.

Join other users who enjoy easy math.

Share this knowledge with your team. As you practice, your skills will improve.

You can even connect apps to explore more ways to track cash.

You will get a better experience the more you use it.

How to use Automatic invoicing

Chasing payments is the worst part of 仕事.

You should not have to type the same invoice every single month.

It wastes your time. You can set up a system to do the work for you.

It acts like a robot アシスタント.

Even your bookkeeper will love how much time this saves.

Step 1: Create a Repeating Invoice

Start by finding the right menu.

• Click on Business in the top menu bar.
• Select Invoices from the list.
• Click the arrow next to “New Invoice.”
• Select New Repeating Invoice to start.

Step 2: Set the Schedule

Now you tell Xero when to send the bill.

• Choose how often the invoice is sent (like Weekly or Monthly).
• Select the Start Date for the first bill.
• Choose Approve for Sending.
• This option emails the customer automatically.

Step 3: Enter Invoice Details

Finally, fill in what you are selling.

• Type in the customer name.
• Add the item details and price.
• Click Save.
• Xero will now send this bill on the dates you picked.

Alternatives to Xero

• セージ: 有名なビジネス管理ソフトウェアプロバイダーである Sage は、Atera の財務管理モジュールの代替として使用できるさまざまな会計および財務ソリューションを提供しています。
• デクスト: このソフトウェアは、領収書や請求書からのデータ抽出を自動化することに重点を置いています。書類をデジタル化することで、手作業によるデータ入力にかかる時間を節約します。
• Zohoブックス: Zohoスイートの一部であるこのツールは、中小企業向けの強力な会計ツールです。請求書発行、経費追跡、在庫管理などをサポートし、包括的な財務ツールを必要とする企業にとって優れた代替手段となります。
• シンダー: このソフトウェアは、eコマースおよび決済プラットフォームと会計ソフトウェアの同期に重点を置いています。販売チャネルから帳簿へのデータフローを自動化する必要がある企業にとって、便利な代替手段となります。
• 楽な月末: このツールは、月末処理プロセスを効率化するために特別に設計されています。財務報告と決算処理業務の改善と自動化を目指す企業にとって、最適な代替手段となります。
• ドシット: AIを活用した簿記プラットフォームであるDocytは、財務ワークフローを自動化します。リアルタイムデータと自動文書管理を提供するAteraのAI駆動型簿記機能の直接的な競合製品です。
• パズルIO: これはスタートアップ向けに開発された最新の会計ソフトウェアです。AIを活用して簿記を自動化し、リアルタイムの財務情報を提供します。シンプルでテクノロジー主導のソリューションを求める急成長企業にとって、優れた選択肢となります。
• リフレッシュミー: これは個人向けの財務管理プラットフォームです。直接的なビジネス向け代替手段ではありませんが、経費や請求書の追跡など、同様の機能を提供しています。
• 波: これは人気の無料財務ソフトウェアです。請求書作成、会計、領収書のスキャンなど、フリーランサーや中小企業に最適です。
• クイックン: 個人および中小企業の財務管理に定評のあるツールです。予算作成、支出追跡、財務計画に役立ちます。
• ハブドック: このソフトウェアは文書管理ツールです。財務文書を自動的に取得し、会計ソフトウェアと同期します。
• エクスペンシファイ: このプラットフォームは経費管理に重点を置いています。領収書のスキャン、出張、経費報告書の作成に最適です。
• クイックブックス: 最も広く使用されている会計ソフトウェア プログラムの 1 つです。 QuickBooks は、財務管理のためのツール一式を提供する強力な代替手段です。
• 自動入力: このツールはデータ入力を自動化します。Ateraの領収書および請求書取得機能の優れた代替手段となります。
• フレッシュブックス: このプログラムは請求書作成と会計処理に最適です。時間と経費をシンプルに追跡したいフリーランサーや中小企業に人気です。
• ネットスイート: 強力で包括的なクラウドベースのビジネス管理スイート。NetSuiteは、財務管理以上の機能を必要とする大規模企業にとって最適な選択肢です。

Xeroとの比較

結論

You have learned exactly how to use Xero to better manage your business.

We covered advanced 会計, multi-currency options, and automatic invoicing.

These tools might seem complex at first, but they are built to save you time.

You do not need to be a math expert to succeed here.

The software does the heavy lifting for you.

Don’t be afraid to log in and explore the dashboard today.

Try setting up just one repeating invoice to start.

Once you get the hang of it, you will wonder how you managed without it.

Take control of your finances right now.

よくある質問

More Facts about Xero

請求と支払い

• Invoices: You can create clear, professional invoices. If a customer is late with payment, Xero can automatically send them an email reminder.
• Getting Paid: You can connect to PayPal or Stripe. This lets your customers pay you easily using different methods.
• ブランディング: You can add up your company logo and style to your invoices by going to Settings> Invoice Settings.
• Recurring Bills: If you have customers who frequently buy the same item, you can set up invoices that send automatically.

Bank Accounts and Money

• Bank Feeds: You can connect with your bank account to the software. This automatically pulls your spending and income data into Xero.
• 和解： Xero helps you match your bank records with your business records. It finds matches for you so you can approve them quickly.
• Daily Check-ins: It is best to reconcile your bank transactions daily or weekly. This keeps your records correct.
• ダッシュボード: When you log in, you see a main screen (Dashboard) that shows exactly how much money you have right now.
• Find & Match: There is a specific tool called “Find & Match” that helps you sort out duplicate bank charges without doing it manually.

Managing Your Business

• Setup: When you sign up, you need to enter your business name, address, and tax information in the Organization Settings.
• Payroll: You can manage your employees’ pay in one place. This makes it easy to see how much your staff costs.
• 連絡先: You can save a list of your customers and suppliers. This lets you see their history of bills and payments.
• Purchases: You can record and track all the bills and things your business buys.
• レポート: You can run reports, such as a “Profit and Loss” statement, to see whether your business is making money.
• Chart of Accounts: You can also change the default list of categories to match exactly how your business spends and makes money.
• Tax Settings: Set your tax rules and choose the date your business year ends.

Users and Learning

• Inviting a Team: You can add other people to your account, like your accountant or bookkeeper, so that they can help you.
• 権限: When you invite people, you can choose exactly what they can see or do.
• Certification: Xero offers a program that lets you take a test to become a certified advisor.
• Classes: There are many courses and videos available to help you learn how to use the software.
• モバイルアプリ: You can download the Xero app on your phone to handle your money while you are away from your computer.