Tentang eBook ini
Dive into step-by-step guidance and expert insights that will take you from Xero novice to pro. Learn how to set up your accounts, manage invoices, track expenses, and generate insightful financial reports with ease. This guide is packed with practical tips, real-world examples, and best practices to help you streamline your accounting processes and make informed financial decisions.
Contents
Preface 4
Settings 6
Dashboard 6
Chart of Accounts 18
Conversion balances 23
Manual journals on Xero 24
Financial Settings 25
Fixed assets and settings 28
Tracking Categories 30
Contact 31
Sales transactions 34
Sales 34
Sales quotes 41
Repeating invoice 44
Credit notes for sales 46
Send invoice reminders and statements 48
Purchase transactions 49
Purchase orders 49
Bills 51
Repeating Bills 53
Purchase credit 55
Product and Services 57
What is it? LIFO vs. FIFO 57
Difference between tracked and not tracked inventory items 57
Expense Claims 60
Fixed Assets 63
Depreciation 65
Bank accounts and a reconciliation process 69
Business Bank accounts 69
Bank transactions 71
Petty Cash 72
Transfers 73
Matching transactions 74
Posting items directly 77
Cash coding 78
Reporting 80
Projects 85
Payroll 89
Tentang pengarang
Hello, I am Maria
I have worked as an accountant for over 15 years, mainly using Xero, QuickBooks, and Sage for my clients.
Based on my experience and knowledge, I have written and published two ebooks to help you excel as an Xero or QuickBooks accountant or bookkeeper. This material contains a lot of tips and step-by-step guides with print screens. The ebook is easy to read and use. I wrote the ebook with business owners in mind to help them set up and run the bookkeeping tasks accurately.
The examples in the ebooks are based on the demo UK limited company, but applicable to all entities and countries with some minor changes.
