How to Set Up a New Xero Subscription From Scratch
- George Apostolov
How to Set Up a New Xero Subscription From Scratch: step-by-step guide
On Xero's main dashboard, head over to the top-right corner and click your 'Profile' icon.
After that, tap the 'Account' option.
Go to the 'Subscriptions' tab to proceed.
Subsequently, click 'Add Subscription' in the top-right corner.
One by one, fill out the input fields with the required information.
Once done, review your input and tap 'Start Trial'.
After completing these steps, your new organization, along with a free-trial subscription, will be activated. You may now build your Xero account from there and start your day-to-day operations.
Quick answer: To set up a new subscription in Xero, click your Profile icon, select Account, and open the Subscriptions tab. Next, click Add Subscription, fill in the required fields, and tap Start Trial to activate your new organization and begin your day-to-day operations.
About this Xero tutorial
Activate a new Xero organization and free-trial subscription by updating your account settings and entering your required information. This guide shows how to set Up a New Xero Subscription From Scratch in 7 steps, starting with "On Xero's main dashboard, head over to the top-right corner and click your 'Profile' icon" and finishing with "After completing these steps, your new organization, along with a free-trial subscripti...". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to set Up a New Xero Subscription From Scratch?
7 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Set Up a Paid Parental Leave in Xero, How to Set Up the Annual Leave in Xero and How to Split an Invoice in Xero. Last reviewed 05 Oct 2026.
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