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Xero Trial for Small Businesses | How To Get It (Tutorial)

by Stewart Gauld
Last updated on November 28th, 2024
Xero Trial for Small Businesses | Get Started for Free (Tutorial)

In this blog post, I’ll share everything there is to know about the Xero trial for small businesses and how you can get started with Xero for free.

Are you searching for an effective accounting software to help you streamline your financial operations?

Look no further than Xero!

Xero is a powerful online tool that helps small businesses seamlessly manage their finances with ease.

And thanks to Xero’s generous 30-day trial, you can explore the software’s capabilities with no strings attached before you decide if it’s the best for you.

Read more: How to Use Xero.

What Is Xero Trial for Small Businesses?

What Is Xero Trial for Small Businesses_

What better way to see if this impressive accounting software is best for you and your business than testing it yourself?

The Xero free trial essentially provides you with a comprehensive, no-cost opportunity to ‘try before you buy’!

Basically, you can explore the platform’s functionality, features, and compatibility with your business demands without spending a dime for a full 30 days.

The Xero trial includes several advantages, such as:

  • 30-day completely free trial of Xero.
  • Access to all the essential features that Xero provides.
  • No credit card (or any form of payment) is required to initiate the free trial.
  • Access to free online support.
  • The ability to use your own or demo data.
  • Access to the mobile app.
  • The ability to share your Xero access with your team.

As you can see, it’s no wonder why the Xero trial is so popular. What have you got to lose?

Read more: 5 Best Xero Alternatives For Small Business.

To learn more about how to use Xero, make sure to check out this video guide here 

How To Redeem Your Xero Trial?

How To Redeem Your Xero Trial_ November 2024

You’ll be pleased to know that starting a free trial with Xero is straightforward and swift.

Follow the steps below, and you’ll gain access to Xero for a full 30 days at no cost:

  •  Head to Xero.com and select ‘Try Xero for free’ at the top of the page.
  • Fill in your business details as prompted.
  •  Select ‘Confirmation’.
  • Open your email app and click the link in the email to verify your Xero account.
  • Type a password and follow the final instructions to set up your account.

And that’s it! Your free Xero trial has been activated! You now have free access to Xero’s features for 30 days.

You should also see the ‘Free Trial Account’ message at the top of every Xero web page to confirm this.

Read more: 6 Best Accounting Software For Self Employed.

Getting Started with Xero’s Free Trial

Once you’ve redeemed your free Xero trial, you must set up your Xero account.

There are two options to choose from when getting started with Xero’s free trial:

  1. Explore the platform using Xero’s Demo company account. This allows you to test out all of Xero’s capabilities without inputting any personal data.
  1. Run Xero using your business’s actual data. Once your trial ends, any data added to your account will be retained (if you continue using Xero).

If you pick the second option, you have three choices: enter your data manually, upload it from a spreadsheet, or migrate your data from your existing accounting platform to Xero.

Read more about how you can import your business data to Xero here.

While it’s entirely possible to use Xero without an accountant or bookkeeper by your side, partnering with one can optimize how Xero works for your business.

And the good news is that Xero can even help you find one!

What Happens After Xero Free Trial?

What Happens After Xero Free Trial_ November 2024

Once the free 30 day Xero trial ends, you’ll need to select a payment plan if you wish to continue to use Xero.

Simply enter your billing details, select a plan, and viola! It’s as simple as that. You’ll then be billed the same amount every month.

And guess what? Xero’s payment plans are super flexible!

You can downgrade your plan type (after being on a plan for 30 days), upgrade at any time, or cancel by giving just 30 days’ notice.

The good news is that any business data you’ve entered during the trial remains safely secure within Xero and automatically carries over to your paid subscription.

This means you don’t need to enter it again!

And, of course, if you decide that Xero isn’t for you, simply delete your organization within the ‘My Xero’ section when you next log in–it’s that easy.

Read more: How To Export Customers In Xero?

How Much Is Xero?

Once your free Xero trial ends, you must sign up for one of Xero’s pricing plans to continue using the platform.

Xero’s regular pricing plans are:

  • Early: $15 per month.
  • Growing: $47 per month.
  • Established: $80 per month.

Note: The platform regularly offers promotional discounts on some or all pricing plans, so double-check the website for the latest pricing.

Xero also offers expense claims, project tracking, and analytics features as add-ons (available on all plans) for an additional $4 monthly.

Please note the plans above are for Xeros’ USA plans. Other countries, like New Zealand and the United Kingdom, have four pricing plans with different rates.

Read more: Top 5 Bookkeeping Templates For Small Businesses.

Stews Final Thoughts

And that is everything you need to know about the Xero trial for small businesses.

The Xero free trial is an unmissable opportunity you don’t want to miss!

With Xero’s free 30-day trial, small business owners like yourself can explore and understand the full spectrum of Xero’s capabilities without any financial commitment.

By taking advantage of this trial, you can decide whether Xero is the best accounting and bookkeeping solution for you.

So, why wait? Start your free trial with Xero now!!

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My name is Stewart Gauld. I’ve been helping small and local businesses with digital activties over the last 7 years.