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Xero Set Up & Sorted Enquiry
These quick questions help me tailor your Xero training session to what you actually need. There are no right or wrong answers, and if you're not sure about something, that's completely okay.
15
Questions
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1
Name
*
This field is required.
First Name
Last Name
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2
Email
*
This field is required.
example@example.com
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3
Business Name
(If you have one)
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4
What does your business do?
eg graphic design
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5
When did you start your business?
(an estimate is fine - don't worry about an exact date)
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6
How would you describe your business?
If you haven’t decided this yet, that’s absolutely fine. We can talk through the different options and what might suit you best.
Sole Trader
Limited Company
Just starting out
Not sure
Other
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7
Have you already set up Xero?
For example. connected your bank, entered any opening balances if applicable
Yes, I'm using it
I've set it up but feel stuck
I haven't started yet
Other
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8
What would you most like help with?
Recording income
Recording expenses
Bank feeds & reconciliation
Invoicing
Understanding reports
Integrations
VAT
EVERYTHING
Other
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9
How confident do you currently feel using Xero
Comfortable
I manage but often feel unsure
Not confident at all
Other
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10
Are you VAT registered?
Yes
No
Unsure
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11
Do you use any of the following to take payments or receive money?
Stripe
Paypal
Square
GoCardless
Bank transfer
Cash
Other
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12
If you could leave this training session feeling clearer about one thing, what would it be?
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13
How do you learn best?
Watching and listening
Trying things with guidance
Being talked through step by step
A mix of everything
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14
Is there anything else you'd like me to know?
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15
Privacy policy
*
This field is required.
I’ve read and understand the privacy policy and am happy for my information to be used to respond to my enquiry.
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