Xero For Dummies

5. Edition May 2022
496 Pages, Softcover
General Reading
Your comprehensive guide to using Xero
Keeping your business running smoothly has never been easier with Xero. You're in good hands with Xero For Dummies, the only book endorsed by Xero. With the tips and tricks included in this helpful guide, you can easily tackle tasks like accounts payable, invoices, and estimates. It's packed with easy to follow explanations and instructions on how to use this popular accounting software. It's like having a personal accountant at your fingertips!
The latest update to this useful reference shows how you can use Xero for more than a simple spreadsheet. It includes how to set up your account from scratch, convert your business from another accounting software to Xero, and use Xero to its full potential. It includes these essential topics:
* Customize the Xero set-up for your business
* Manage your daily activities with contacts, accounts, sales, and payables
* Organize suppliers and customers
* Automate your weekly and monthly reporting routines
* Track inventory and monitor your business
* Sync seamlessly across other business platforms
Filled with real-world scenarios that shows how you can use Xero every day in your business, Xero For Dummies can help you get your paperwork done quickly, so you can spend your valuable time running your business. Pick up your copy of Xero For Dummies to make that your reality.
Introduction 1
Part 1: Getting Started with Xero 7
Chapter 1: Getting to Know Xero 9
Chapter 2: Getting Organised: Setting Up Xero from Scratch 25
Chapter 3: Converting to Xero from Another System 63
Chapter 4: Fine-tuning Your Set-Up 91
Part 2: Daily Activities 115
Chapter 5: Managing Your Contacts 117
Chapter 6: Managing Your Sales 137
Chapter 7: Managing Your Payables 183
Chapter 8: Reconciling Your Bank Accounts 221
Part 3: Making the Routine, Routine 257
Chapter 9: Generating Reports 259
Chapter 10: Mastering Your Weekly and Monthly Tasks 279
Chapter 11: End of Financial Year Reporting 315
Part 4: Getting the Most Out of Xero 331
Chapter 12: Monitoring Your Business 333
Chapter 13: Managing Your Inventory Items 379
Chapter 14: Working with Fixed Assets 393
Chapter 15: Working with Multi-Currency Transactions 409
Chapter 16: Exploring the Xero Marketplace 423
Part 5: The Part of Tens 439
Chapter 17: Ten (Plus One!) Tips for Long-Term Success with Xero 441
Chapter 18: Ten Common Mistakes Made in Xero and How to Avoid Them 447
Index 453