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- Wiley
More About This Title XERO FOR DUMMIES, SECOND EDITION
English
Xero For Dummies is a user-friendly guide to the accounting software that's revolutionising the industry. Whether you're setting up Xero from scratch, converting to Xero from another accounting software, or just want to get more out of Xero, this book provides an in-depth understanding of how the software works, and how to use it to manage your business more effectively. This second edition has been updated to cover the new and improved features, including better file storage, purchase order, and report generation, extended coverage of the Xero add-on ecosystem, and more, with all new screenshots that show you exactly what to do. You'll learn how to automatically import and code bank transactions, set up accounts, customers, and suppliers, synchronise data, and generate reports that give you the information you need to manage your business more effectively.
Xero has changed the game in the accounting software industry. Their completely cloud-based single ledger system allows business owners to monitor their financial position in real time, and eliminates the need for endless data entry, backups, and software upgrades. Xero For Dummies is the only Xero-endorsed guide to getting the most out of the software, walking you through the basics to advanced use.
Save time reconciling with automatic imports and intuitive codingManage inventory, customers, suppliers, and moreSimplify accounts and deal with multi-currency transactionsSynchronise data seamlessly across multiple business platformsFrom setting up your accounting system through to more detailed operational usage, this book contains tried-and-tested techniques that will help you optimise revenue, profits, and cash flow. Xero can streamline your accounting process and help you be a better manager — to wield it effectively, Xero For Dummies is the complete, informative guide you need.
English
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.
English
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
