top of page

Get Ready for Your Xero Job Interview

14 typical Xero related interview questions - and the best responses.

Xero Software


 1.  Can you describe your experience with Xero accounting software?

What the recruiter is looking for:

Details about your Xero usage duration, types of businesses handled, and specific tasks like reconciling accounts and managing invoices.

Sample answer:

"In my current role, which I've held for three years, I've extensively used Xero for a variety of tasks. This includes setting up the chart of accounts for a new business, routinely handling accounts payable and receivable for a mid-sized retail company, and efficiently managing end-of-month financial closures. I've also been responsible for training junior staff members in using Xero, ensuring they're comfortable with its various features." 

 2.  How do you manage payroll functions in Xero?

What the recruiter is looking for:

Expects you to mention payroll setup, processing pay runs, employee data management, superannuation, and compliance with tax laws.

Sample answer:

"In my previous role at a marketing agency, I managed the payroll for a team of around 40 employees using Xero. This included everything from setting up (onboarding) new employee profiles, ensuring their tax and superannuation details were accurately recorded, to processing fortnightly pay runs. I also handled leave management, ensuring all leave entitlements were correctly calculated and recorded, and regularly reconciled payroll data with our general ledger to maintain accuracy."

 3.  Reconciling Transactions and Addressing Discrepancies

What the recruiter is looking for:

Candidates should demonstrate attention to detail, regular checks, and resolving discrepancies.

Sample answer:

"I make it a point to perform daily reconciliations in Xero to maintain up-to-date accounts. For instance, last month, I noticed several discrepancies in bank transactions. I meticulously cross-checked each transaction against bank statements and found that a batch of customer payments had been incorrectly categorized. I promptly corrected these entries and also implemented a new verification step in our process to prevent similar issues in the future."


 4.  Generating Financial Reports

What the recruiter is looking for:

A discussion on generating Profit and Loss, Balance Sheet, and custom reports, and their insights into business performance.

Sample answer:

"I regularly use Xero to generate various financial reports like Profit and Loss statements, Balance Sheets, and Cash Flow statements for management review. Particularly, I've developed a custom monthly management report in Xero combining traditional financial data with operational metrics and KPIs. Reports have to be accurate, timely, and relevant. For example, I monitor and report daily on the company's cash position".


5. Setting Up or Migrating to Xero

What the recruiter is looking for:

Examples of planning, execution, data migration, and troubleshooting.

Sample answer:

"At my previous job, I spearheaded the migration of our financial systems from an older accounting software to Xero. This project required meticulous planning and execution. I had to ensure that all historical financial data was accurately transferred, which involved cross-checking thousands of transactions. My Excel skills saved countless hours in checking and sorting the vast amount of data in the changeover. Post-migration, I also conducted training sessions for our accounting team to familiarise them with Xero's interface and features."


6. Ensuring Accuracy and Compliance

What the recruiter is looking for:

How you ensure accuracy and compliance in financial data entry and reporting in Xero.

Sample answer:

"Accuracy and compliance are my top priorities when using Xero. I conduct weekly audits of our financial data to ensure everything is recorded correctly. Additionally, I keep myself updated on the latest tax regulations and taxation guidelines. For instance, when there were recent changes in the tax rates, I promptly updated our system to reflect these changes, ensuring our compliance."


 7.  Handling Complex Financial Tasks

What the recruiter is looking for:

Examples showcasing expertise in handling challenging scenarios.

Sample answer:

"In my current role, I was tasked with managing a project that involved dealing with multiple currencies. I set up and managed Xero’s multicurrency features to handle transactions in USD, EUR, and AUD. This required me to keep track of exchange rate fluctuations and their impact on our financial statements, ensuring accurate representation of our financial position in different markets.


 8.  Staying Updated with Xero

What the recruiter is looking for:

Expect you to mention Xero updates, community forums, webinars, and proactive exploration.

Sample answer:

"To stay current with Xero, I actively follow their updates, participate in their webinars, and engage in online forums. For example, when Xero introduced a new feature for automated expense tracking, I was among the first to attend their webinar, and subsequently, I implemented this feature in our workflow, greatly enhancing our expense management efficiency."


 9.  Integrating Xero with Other Business Tools

What the recruiter is looking for:

Examples of integrating Xero with CRM systems, e-commerce platforms, or other financial software such as inventory and website management. 

Sample answer:

"In my last role, I integrated Xero with our CRM and e-commerce platforms. This required not only a technical understanding of how these systems interact but also a strategic approach to data flow and reporting. As a result, we were able to automate invoice creation from the internet sales data and provide real-time financial insights to the sales and marketing teams."

 10.  Practical Problem-Solving in Xero

What the recruiter is looking for:

An example of a how you approached and solved a problem using Xero.

Sample answer:

"I encountered a challenge where our financial reports weren't reflecting certain expenses correctly. After a thorough investigation in Xero, I discovered that these expenses were being miscategorized due to an error in the automated bank feed setup. I corrected the categorisation rules and also implemented a monthly review process to catch and correct any such issues proactively."


 11.  How do you approach problem-solving in the workplace?

What the recruiter is looking for:

To see if you have the suitable mindset for tackling challenges.

Sample answer:

"I first identify the problem and then gathering as much information as possible about it. I then consider different potential solutions and weigh their pros and cons before deciding on the best course of action. I also make sure to involve relevant stakeholders in the decision-making process and to keep an open mind to new ideas and perspectives. I believe that effective problem-solving requires collaboration and a willingness to think creatively".


​  12.  What do you see as the advantages of using Xero's bank feeds?

What the recruiter is looking for:

Xero's powerful bank feeds are used by those looking to improve efficiency and productivity. Not knowing about the advantages of using bank feeds would not reflect favourably on the candidates. 

Sample answers:

  • Automation

  • Accuracy

  • Real-time updates

  • Improved efficiency

With bank feeds, you don't have to manually reconcile your accounts, which can save you time and effort. 

  • Easy budgeting and forecasting

  • Easy reconciliation


 13.  What do you hope to achieve in your career over the next 5 years?

What the recruiter is looking for:

In fields like accounting and bookkeeping where software skills (like those in Xero) are crucial, asking a candidate about their 5-year career goals serves several important purposes:


Here are the key areas in which the recruiter will be interested:


  • Alignment with Company Goals

  • Motivation and Ambition

  • Longevity and Turnover Concerns

  • Professional Development Needs

  • Potential for Leadership and Advancement

  • Candidate’s Self-awareness and Planning Skills

Sample answer:

"In the next five years, I aim to become an expert in financial software like Excel and Xero, constantly updating my skills with industry trends. I also plan to develop my leadership qualities, aspiring to lead a team where I can mentor others in these essential tools. My goal is to contribute to process improvements in my organisation, using my expertise to streamline workflows and enhance financial reporting. Alongside professional growth, I'm committed to ongoing learning through certifications and building a strong network within the industry."

 14.  Do you have any questions for us?

What the recruiter is looking for:

It serves several important purposes in the recruitment process, especially for roles that require specific technical skills and software proficiency, such as those involving Microsoft Excel or Xero:

  • Gauging Your Interest Asking if you have questions is a way for the recruiter to assess your level of interest in the position and the company. Candidates who ask thoughtful questions often demonstrate a genuine interest in the role and a desire to learn more about the company and its culture.

  • Evaluating Your Research This question also allows the recruiter to gauge how much research you've done about the company and the role. It's an opportunity for you to show that you've done your homework and are serious about the opportunity.

  • Understanding Your Priorities The types of questions you ask can reveal what you prioritise in a job. For example, asking about career development opportunities, training programs (especially related to specific software or skills), and company culture can indicate that you’re looking for a long-term fit and are keen on personal and professional growth.

  • Assessing if You Fit the Role Your questions can help the recruiter determine how well you understand the role and its requirements. For positions requiring technical expertise, such as in Excel training or accounting software like Xero, asking detailed questions about these aspects can show your depth of knowledge and seriousness about the role.

  • Testing Your Communication Skills The ability to ask relevant and intelligent questions is a key part of effective communication. For roles that require clear communication, such as training or client-facing positions, this is an important skill to demonstrate.

  • Providing a Complete Picture This is your chance to find out about aspects of the job or company that might not have been covered in the interview. It’s important for both you and the recruiter to have a complete understanding of each other's expectations and the potential fit.

  • Opening a Dialogue It turns the interview into a two-way conversation, rather than a one-sided interrogation. This can make the interview more engaging and give you a better sense of the company's environment and expectations.


As a candidate, especially in a field that requires keeping up-to-date with specific software skills and industry knowledge, using this opportunity to ask insightful questions can significantly strengthen your position as a knowledgeable and enthusiastic applicant. It shows that you are not only interested in getting the job but also concerned about how well the role aligns with your career goals and expectations.

Sample Answer:

Yes, I have a few questions:

  • Could you tell me more about the team I will be working with and what is their Xero skill level?

  • Which components of Xero are you using? For example, Payroll, Document Management etc?

  • How involved are your external accountants in overseeing your Xero setup and reporting?

  • Are there any shortcomings in Xero you would like to see addressed?

  • Is your Xero setup interfaced with other software products such as SalesForce and Zapier?

  • Are you using Xero's bank and credit card feeds?

I have some more general questions:

  • Given the evolving nature of software like Excel and Xero, could you tell me more about how the company supports ongoing training and development for roles that require constant upskilling in these tools? I'm particularly interested in understanding how the company stays ahead of the curve in terms of software updates and industry best practices.

  • How will the company assist me with continuing professional development?

  • In my experience, the efficient integration of technology, especially software like Xero and integrated apps, significantly enhances productivity and accuracy. Can you share some insights into how these tools are integrated into the daily workflow of this role? Also, are there any unique or innovative ways the company leverages these tools that might differ from standard industry practices?

  • Could you elaborate on how the team collaborates on projects, especially those that require extensive data analysis and reporting? Are there specific project management tools or methodologies used within the team to streamline these processes?

  • I'm keen to understand more about the company's culture, particularly how it fosters innovation and continuous learning in technical fields. What initiatives or programs does the company have in place to encourage these aspects?

Lastly, I'm interested in knowing how performance is evaluated, especially for roles that are heavily reliant on technical expertise. What metrics or criteria are typically used, and how is feedback typically given to ensure continual professional growth?"

Why asking questions is important

These response and questions show that you are not only diligent in your preparation but also deeply interested in how your skills and role align with the company’s practices and culture. It reflects a desire for continuous learning and improvement, an understanding of the importance of technology integration, and an interest in how your role contributes to the broader team and company objectives

Xero Job Interview

Some extra job interview tips...

Research the company

Learn as much as you can about the company, its products, and its mission. Understand the company's industry and its place within it. It will also be beneficial to find out the company's current initiatives, and understanding their recent news related to the company.


Study the job requirements

Review the job requirements and responsibilities, and understand what skills and experience are required for the position. Prepare examples of how you have demonstrated these skills and qualifications in your past experiences.


Brush up on your technical skills

Review and practise the technical skills required for the job, such as Excel software. It's also a good idea to stay up to date with recent developments and new technologies generally.


Prepare answers to common interview questions

Be ready to answer common interview questions such as why you want the job, what interests you about the company, what makes you a good fit for the position, etc.


Plan to ask questions

Prepare questions to ask your interviewer about the company, the team, and the position. This will show your interest in the company and the role and will help you gather information that can help you make an informed decision about whether to accept a job offer.


Prepare a portfolio

If applicable, prepare a portfolio of your work that demonstrates your Xero  and related skills and experience. This can include code samples, project reports, or any other relevant material.


Practise your communication skills

Make sure you can clearly and effectively communicate your ideas and experiences. This may involve practicing your interviewing skills with a friend or family member.


Dress for the part and show up on time

Make sure you are dressed professionally and arrive at the interview location on time. Being punctual and professional in your appearance will make a good first impression.


Be Confident

Practise positive self-talk and visualization before your interview, it can be a great way to boost your confidence and help you put your best foot forward.


Related Articles

Xero Skills Test

Ready to upskill?

Checkout our popular 'Xero In-A-Day' Melbourne training course.

And try our free online Xero Skills Quiz

Originally published as 'Xero Job Interviews' November 2023. Updated February 2024


Philip Seigel CPA FFIN

Comdex Training

Xero Certified

214 views1 comment

Recent Posts

See All

1 Comment

Dec 23, 2023

Great tips. I have an interview next week!

bottom of page