Learn how to maximize value and increase efficiency in Xero with basics and best practices
Xero: A Comprehensive Guide for Accountants and Bookkeepers is a how-to guide for Xero’s US-based advisors. Xero is rapidly gaining traction as an accounting and bookkeeping software, as competitors’ strategic changes have left professional advisors looking for an alternative. The rapid adoption of cloud technology by businesses has left many accountants and bookkeepers in need of a guide to quickly gain the Xero skillset. This book covers all features available in the Established subscription plan in Xero. You’ll walk through the technical details of how to take advantage of everything Xero has to offer.
In addition to introducing you to the basics of using Xero, this book provides best practices that will help you streamline bookkeeping workflows and leverage this cloud-based accounting platform. Author Amanda Aguillard also connects the dots between accounting theory and the Xero interface and features, so you will understand exactly why you’re doing what you’re doing. In today’s cloud computing world, we need all our tech tools to play nicely together, and this book delivers on that goal, showing you how to integrate Xero to your other software for seamless operation.
- Master Xero’s interface and features - specific for the US version of the software
- Learn how to integrate Xero with other cloud-based software
- Discover best practices that can help you maximize the value you get from using Xero
- Access the companion website, full of templates for reports, invoices, bills with payments, and more
Xero: A Comprehensive Guide for Accountants and Bookkeepers , along with its companion website, is your one-stop resource for becoming fluent in the features and functionalities of this global accounting software platform.
Table of Contents
Foreword vii
Preface ix
Acknowledgments xi
About the Author xiii
Chapter 1: Introduction to Xero 1
Chapter 2: Leveraging Xero within an Ecosystem 7
Chapter 3: Xero HQ 15
Chapter 4: Navigating through Xero 53
Chapter 5: Creating a Xero Organization 69
Chapter 6: Settings 87
Chapter 7: Contacts 113
Chapter 8: Inventory 127
Chapter 9: Banking and Bank Feeds 137
Chapter 10: Bank Reconciliation 157
Chapter 11: Sales and Invoicing 203
Chapter 12: Purchases and Bills 245
Chapter 13: Fixed Assets 279
Chapter 14: Multicurrency 297
Chapter 15: Advanced Tools 299
Chapter 16: Reporting 319
Chapter 17: Month-End Reconciliation 347
Chapter 18: Advisory Tools 365
Chapter 19: Xero Expenses 375
Chapter 20: Xero Projects 393
About the Website 419
Index 421
