Description
Book SynopsisLearn how to maximize valueand increase efficiency in Xerowith basics and best practices Xero:A Comprehensive Guide for Accountants and Bookkeepersis a how-to guideforXero's US-basedadvisors. Xerois rapidly gaining traction as an accounting and bookkeeping software, as competitors' strategic changes have left professional advisors looking foran alternative. The rapid adoption of cloud technologyby businesseshas left manyaccountants and bookkeepersin need of a guide to quickly gain the Xero skillset.This book coversallfeatures available in theEstablished subscription plan in Xero.You'll walk through the technical details of how to take advantage of everything Xero has to offer. In addition tointroducingyou to the basics of using Xero, this book provides best practices that will help you streamlinebookkeeping workflowsandleverage thiscloud-based accountingplatform. Author Amanda Aguillard also connects the dots between accounting theory and the Xero interfaceandfeatures, so you will understand exactly whyyou'redoing 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 featuresspecific for the US version of the softwareLearn how to integrate Xero with other cloud-based softwareDiscover best practices that can help you maximize the value you get from using XeroAccess 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 thisglobal accounting software platform.
Table of ContentsForeword 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
