What happens to my data when I cancel Xero?

When the subscriber cancels a subscription, it doesn’t delete your data or Xero account and login. Instead, your data is archived and your organisation can be reactivated. Cancellation is for an individual organisation.

How long does Xero keep your data?

Once a subscription has been cancelled in Xero, you will still be able to get access to the data in the future for up to seven years (unless you request it to be deleted).

Can I back up my Xero data?

Yes – you can export Xero data to a back up copy

You can back up your Xero data yourself by exporting it. There are two options: Manually export data from Xero. Export Xero data automatically on a schedule.

How do I export data from Xero?

Export your accounting data
  1. In the Accounting menu, select Advanced, then click Export accounting data.
  2. If you're prompted, add a code to accounts in your chart of accounts. …
  3. Select the product or tax authority you want to import into. …
  4. Select the date range of the data to export.
  5. Click Download.
  6. Open or save the file.
Export your accounting data
  1. In the Accounting menu, select Advanced, then click Export accounting data.
  2. If you're prompted, add a code to accounts in your chart of accounts. …
  3. Select the product or tax authority you want to import into. …
  4. Select the date range of the data to export.
  5. Click Download.
  6. Open or save the file.

How do I close my Xero account?

Click on the organisation name, select Subscription and billing. Click Manage Subscription. Click Cancel subscription. Select the reason for cancelling, then click Confirm cancellation.

How hard is Xero to learn?

Many people think that Xero is difficult to use, and those that don’t often make the mistake of thinking that it’s very easy to use. The truth is somewhere in the middle. Like any other tool, Xero is easier to use when you have had some training that shows you the key skills and functionalities.

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What happens when you cancel Xero?

There is a one month cancellation notice period for paying Xero subscriptions. When the subscriber cancels a subscription, it doesn’t delete your data or Xero account and login. Instead, your data is archived and your organisation can be reactivated. Cancellation is for an individual organisation.

How do I quit Xero?

Click the organisation name, then select Subscription and billing. Click Manage Subscription. Click Cancel subscription. Select the reason for cancelling, then click Confirm cancellation.

How do I print a statement in Xero?

Print an account statement

In the Business menu, select Invoices. Click Print Statements. In the From and To fields, select the invoice date range you want to include on the statement.

What is Xero API?

For the latest release information please check our release notes The Accounting API exposes accounting and related functions of the main Xero application and can be used for a variety of purposes such as creating transactions like invoices and credit notes, right through to extracting accounting data via our reports …

Do you need to backup Xero?

Short Answer Yes, you must backup your Xero Account. Xero themselves makes this very clear in their terms of service – “You must maintain copies of all Data inputted into the Service” (see full text at the bottom of this article.

How do I create a company in Xero?

You can also create a Xero organisation for your client and connect them to it in Xero HQ.
  1. Click on the organisation name, then select My Xero.
  2. Click New organisation.
  3. Enter the organisation name and select the country where your organisation pays taxes. …
  4. Click Buy Now to set up the subscription for the new organisation.
You can also create a Xero organisation for your client and connect them to it in Xero HQ.
  1. Click on the organisation name, then select My Xero.
  2. Click New organisation.
  3. Enter the organisation name and select the country where your organisation pays taxes. …
  4. Click Buy Now to set up the subscription for the new organisation.

How much does it cost to become Xero certified?

How much does a Xero course cost? Xero courses range from $395 to $995, or from only $25 per week on an interest free payment plan. How do I access Xero training? You can access Xero training online with a Xero Education Partner such as The Career Academy.

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How do I delete a bill in Xero?

Your user role determines if you delete, void or view deleted or voided bills.
  1. Find and open your draft or awaiting approval bill: In the Business menu, select Bills to pay, then click the Draft or Awaiting Approval tab and select your bill. …
  2. Click Bill Options, then select Delete.
  3. Click Yes to confirm.
Your user role determines if you delete, void or view deleted or voided bills.
  1. Find and open your draft or awaiting approval bill: In the Business menu, select Bills to pay, then click the Draft or Awaiting Approval tab and select your bill. …
  2. Click Bill Options, then select Delete.
  3. Click Yes to confirm.

How do you write off WIP in Xero Practice Manager?

Write-off jobs in bulk
  1. In the Business menu, select Work in Progress.
  2. Select the List tab.
  3. Select the jobs to remove, then click Remove.
  4. (Optional) Select a job state for the jobs to update to.
  5. Click Remove to confirm.
Write-off jobs in bulk
  1. In the Business menu, select Work in Progress.
  2. Select the List tab.
  3. Select the jobs to remove, then click Remove.
  4. (Optional) Select a job state for the jobs to update to.
  5. Click Remove to confirm.

Can I use Xero offline?

With Xero, all you need is an internet connection to access financial data.

Can you use Xero on tablet?

Xero users with Android devices – either phone or tablet – can now manage their business on the go with our Xero Touch app.

How do I create an email template in Xero?

  1. Click on the organisation name, then select Settings.
  2. Under Features, click Email settings.
  3. Next to Templates, click Edit.
  4. Under the templates list, click Add email template.
  5. Select the type of email template you want to set up. …
  6. Enter information in the email template.
  7. ​Click Save.
  1. Click on the organisation name, then select Settings.
  2. Under Features, click Email settings.
  3. Next to Templates, click Edit.
  4. Under the templates list, click Add email template.
  5. Select the type of email template you want to set up. …
  6. Enter information in the email template.
  7. ​Click Save.

How do I mark an invoice as sent in Xero?

Mark an item as sent
  1. In the Business menu, select Invoices.
  2. Select the Awaiting Payment or Paid tab. Draft or Awaiting Approval invoices can’t be marked as sent.
  3. Find and open the invoice you want to mark as sent.
  4. Select the Sent checkbox.
Mark an item as sent
  1. In the Business menu, select Invoices.
  2. Select the Awaiting Payment or Paid tab. Draft or Awaiting Approval invoices can’t be marked as sent.
  3. Find and open the invoice you want to mark as sent.
  4. Select the Sent checkbox.

What does tax type mean in Xero?

Account code is the account in the Chart of Accounts that you want to credit the sales invoice to. Tax Type is the appropriate (VAT) tax rate for the invoice. More detail here – https://central.xero.com/s/article/Import-customer-invoices-UK.

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What programming language does Xero use?

We use a mixture of commercial and open source tools to get the job done (our entire build and release system is built in Ruby for instance) – we try our best to use the right tools for the job, whatever those tools may be. We strive to hire great people because people make the business.

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