Xero for Dummies, Second Edition

Author(s): Heather Smith

COMPUTERS

Master Xero in a flash to streamline accounting and manage more effectively 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 coding * Manage inventory, customers, suppliers, and more * Simplify accounts and deal with multi-currency transactions * Synchronise data seamlessly across multiple business platforms From 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.


Product Information

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

General Fields

  • : 9780730319375
  • : John Wiley & Sons Australia Ltd.
  • : John Wiley & Sons Australia Ltd
  • : 0.678
  • : 31 January 2015
  • : 235mm X 186mm X 29mm
  • : Australia
  • : 01 March 2015
  • : books

Special Fields

  • : Heather Smith
  • : Paperback
  • : 2nd Revised edition
  • : 657.0285536
  • : 384
  • : illustrations