Xero for Dummies

6th Auflage
ISBN: 978-1-394-42108-4
Verlag: Wiley

Buch, Englisch, 480 Seiten

Use Xero with confidence and keep your business finances on track

You didn't start your business to spend hours wrestling with spreadsheets and paperwork. You started it to build something meaningful and profitable. With Xero For Dummies, managing your books doesn’t have to be a headache. Are you setting up Xero for the first time, switching platforms or just ready to unlock the latest features? Dummies shares simple, helpful ways to make Xero work harder for you.

In this fully updated 6th edition, accounting expert Heather Smith brings over two decades of hands-on experience in helping small business owners implement tech solutions. Inside, you'll find step-by-step guidance on Xero's latest tools and features. You’ll discover how to lean into automation and AI to support your work, leverage built-in compliance tools and collaborate effectively with your finance team.
- Set up your new account or migrate seamlessly from another software
- Enjoy clearer financial insight, from daily transactions to monthly reporting
- Master your invoicing with updated templates and payment tracking
- Streamline bills and payables with faster workflows and automatic duplicate detection
- Use core financial reports, flexible reporting and visual insights to inform key decisions.

With over 4.6 million subscribers worldwide, Xero is the go-to platform for small business accounting. If you're tasked with managing a business’s finances, Xero For Dummies is your answer to efficient bookkeeping that helps you grow your business.

Autoren/Hrsg.

Smith, Heather

Fachgebiete

• Wirtschaftswissenschaften Betriebswirtschaft Unternehmensfinanzen Betriebliches Rechnungswesen

Inhaltsverzeichnis

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 27
CHAPTER 3: Converting to Xero from Another System 63
CHAPTER 4: Fine-tuning Your Set-Up 89

Part 2: Daily Activities 113

CHAPTER 5: Managing Your Contacts 115
CHAPTER 6: Managing Your Sales 131
CHAPTER 7: Managing Your Payables 179
CHAPTER 8: Reconciling Your Bank Accounts 217

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 317

Part 4: Getting the Most Out of Xero 335

CHAPTER 12: Monitoring Your Business 337
CHAPTER 13: Managing Your Inventory Items 383
CHAPTER 14: Working with Fixed Assets 397
CHAPTER 15: Working with Multi-Currency Transactions 413
CHAPTER 16: Exploring the Xero Marketplace 427

Part 5: The Part of Tens 443

CHAPTER 17: Ten (Plus One!) Tips for Long-Term Success with Xero 445
CHAPTER 18: Ten Common Mistakes Made in Xero and How to Avoid Them 451

Index 457

Über Autor(innen)

Heather Smith, FCA, FCCA, FICB, sits at the intersection of accounting, education and content creation. She’s a popular keynote speaker, winner of the Australian Accounting Thought Leader of the Year Award, and named by Accounting Today (USA) as one of 21 influential figures shaping the future of the profession. She produces the AccountingApps.io newsletter, hosts the Accounting Apps podcast, and nurtures the Accounting Apps Mastermind Community.