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How long does a Xero setup take and what do I need to do?

Roughly two weeks, of which your involvement is perhaps two hours. We need access to your records and your last set of accounts, and you need to authorise the bank feed and complete the HMRC sign-in, since neither can be done on your behalf.

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Frequently Asked Question

How long does a Xero setup take and what do I need to do?

Roughly two weeks, of which your involvement is perhaps two hours. We need access to your records and your last set of accounts, and you need to authorise the bank feed and complete the HMRC sign-in, since neither can be done on your behalf.

July 17, 2026

Roughly two weeks, of which your involvement is perhaps two hours. We need access to your records and your last set of accounts, and you need to authorise the bank feed and complete the HMRC sign-in, since neither can be done on your behalf. We do the rest: chart of accounts fitted to your trade rather than the default, opening balances agreed, contacts imported, VAT scheme configured, feeds and rules built, Hubdoc forwarding set up, tracking categories agreed if you need them. Then a training session, because the point is that you can drive it. The elapsed time is mostly waiting on bank authorisation and HMRC agent codes arriving by post, which is the main argument for not starting the month before a deadline.

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