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Xero For Dummies, 2nd Edition


Learn to:

  • Set up and organise your business accounts and contacts
  • Manage your accounting online from anywhere, at any time
  • Save time with automatic bank feeds and intuitive transaction coding
  • Monitor business performance using reporting and tracking options

Streamline your accounting online in real-time with Xero®

Whether you’re just starting out with Xero or switching from another system, this updated edition of Xero For Dummies has everything you need to know about the revolutionary cloud-based accounting system. From the basics of setting up to more detailed operational use, this book includes tried-and-tested techniques to help you optimise revenue, profits and cash flow while minimising repetitive admin tasks. Monitor your financial position in real-time with this essential guide.

  • Start from scratch — follow step-by-step directions to set up Xero or convert from another accounting system
  • Better than ever — discover Xero’s improved file storage, purchase order and report generation features
  • Save time — reconcile accounts ‘automagically’ with automatic bank feeds and transaction matching
  • Streamline record-keeping — organise customer and supplier accounts, synchronise data, and generate the reports you need to manage your business efficiently
  • Add-on for success — explore the growing cloud-based add-on solution ecosystem and tailor your accounting to match your business needs
  • Keep an eye on key areas of your business — use Xero’s dashboards to review budgets and forecasts, refine business goals and track overall progress

Open the book and find:

  • Advice for long-term success with Xero
  • Steps for generating and customising reports
  • Tips for managing contacts, sales, purchases and inventory
  • Help with weekly and monthly task lists
  • Ways to prepare for end-of-year reporting
  • Add-on solutions for your specific needs
  • How to bring in data from paper-based or spreadsheet accounting systems

Heather Smith is an accountant specialising in content creation. She hosts the Cloud-Stories podcast, writes for XU Magazine, and develops blog content and training videos for businesses within the Xero community. Heather is a consultant providing guidance on Xero set-up, conversion, training and integration, and she offers accounting support to businesses globally.

Foreword xv

Introduction 1

Part I: Getting Started with Xero 7

Chapter 1: Getting to Know Xero 9

Chapter 2: Getting Organised: Setting Up Xero from Scratch 23

Chapter 3: Converting to Xero from Another System 59

Chapter 4: Fine-tuning Your Set-Up 85

Part II: Daily Activities 107

Chapter 5: Managing Your Contacts 109

Chapter 6: Managing Your Sales 125

Chapter 7: Managing Your Payables 165

Chapter 8: Reconciling Your Bank Accounts 197

Part III: Making the Routine, Routine 227

Chapter 9: Generating Reports 229

Chapter 10: Mastering Your Weekly and Monthly Tasks 245

Chapter 11: End of Financial Year Reporting 269

Part IV: Getting the Most Out of Xero 285

Chapter 12: Monitoring Your Business 287

Chapter 13: Managing Your Inventory Items 313

Chapter 14: Working with Fixed Assets 325

Chapter 15: Working with Multi-Currency Transactions 337

Chapter 16: Xero Online Network 349

Part V: The Part of Tens 361

Chapter 17: Ten (Plus One!) Tips for Long-Term Success with Xero 363

Chapter 18: Ten Common Mistakes Made in Xero and How to Avoid Them 369

Index 375