CRM & Business

Xero Keyboard Shortcuts

34 keyboard shortcuts to help you manage accounting online faster in Xero

Xero keyboard shortcuts

Built by Xero Ltd., Xero provides a full-featured environment to manage accounting online. It is a staple in the CRM & business space.

Keyboard shortcuts are essential for working efficiently in Xero. Memorizing even a handful of key combinations can cut hours from a weekly workflow.

macOS Windows Linux
34 shortcuts 4 categories
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Jump to Section (4 sections)

Navigation 12 shortcuts

Open the quick find search box (works on most screens)
/ / /
All bank accounts (after opening quick find)
A A A
All bills / Add new bill (after opening quick find)
B B B
All contacts / Add new contact (after opening quick find)
C C C
Dashboard (after opening quick find)
D D D
All employees / Create new employee (after opening quick find)
E E E
File library (after opening quick find)
F F F
All invoices / Add new invoice (after opening quick find)
I I I
All purchase orders / Add new purchase order (after opening quick find)
P P P
All quotes / Add new quote (after opening quick find)
Q Q Q
All reports (after opening quick find)
R R R
Organisation settings (after opening quick find)
S S S
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Invoicing 10 shortcuts

Preview
Opt +Shift +V Alt +Shift +V Alt +Shift +V
Save & close
Opt +Shift +C Alt +Shift +C Alt +Shift +C
Print
Opt +Shift +P Alt +Shift +P Alt +Shift +P
Approve & email / Approve & send eInvoice / Update & email / Update & send eInvoice
Opt +Cmd +E Ctrl +Alt +E Ctrl +Alt +E
Approve / Update
Opt +Cmd +A Ctrl +Alt +A Ctrl +Alt +A
Approve & add another
Opt +Cmd +O Ctrl +Alt +O Ctrl +Alt +O
Approve & print PDF / Update & print PDF
Opt +Cmd +R Ctrl +Alt +R Ctrl +Alt +R
Add payment
Opt +Cmd +Y Ctrl +Alt +Y Ctrl +Alt +Y
Edit
Opt +Shift +D Alt +Shift +D Alt +Shift +D
Email / Send eInvoice
Opt +Shift +M Alt +Shift +M Alt +Shift +M

Cash Coding 8 shortcuts

Move down one row
Enter Enter Enter
Move up one cell
Shift +Enter Shift +Enter Shift +Enter
Move forward to the next cell
Tab Tab Tab
Move back to the previous cell
Shift +Tab Shift +Tab Shift +Tab
Copy account, tax rate and tracking from the row above into the current row
+ + +
Open a quick Spend or Receive Money window to split a transaction over multiple lines
/ / /
Check the box for the current row and move down one row
Shift +Down Shift +Down Shift +Down
Change a payee name from all capitals to title case
Opt +Down Alt +Down Alt +Down

Calculator 4 shortcuts

Add (e.g. 865.10+160.50)
+ + +
Subtract (e.g. 190-25.64)
- - -
Multiply (e.g. 60.50*25)
* * *
Divide (e.g. 345/.15)
/ / /
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