Xero - A Comprehensive Guide for Accountants and Bookkeepers

Learn how to maximize value and increase efficiency in Xero with basics and best practices
 
Xero: A Comprehensive Guide for Accountants and Bookkeepers is a how-to guide for Xero's US-based advisors. Xero is rapidly gaining traction as an accounting and bookkeeping software, as competitors' strategic changes have left professional advisors looking for an alternative. The rapid adoption of cloud technology by businesses has left many accountants and bookkeepers in need of a guide to quickly gain the Xero skillset. This book covers all features available in the Established subscription plan in Xero. You'll walk through the technical details of how to take advantage of everything Xero has to offer.
 
In addition to introducing you to the basics of using Xero, this book provides best practices that will help you streamline bookkeeping workflows and leverage this cloud-based accounting platform. Author Amanda Aguillard also connects the dots between accounting theory and the Xero interface and features, so you will understand exactly why you're doing what you're doing. In today's cloud computing world, we need all our tech tools to play nicely together, and this book delivers on that goal, showing you how to integrate Xero to your other software for seamless operation.
* Master Xero's interface and features--specific for the US version of the software
* Learn how to integrate Xero with other cloud-based software
* Discover best practices that can help you maximize the value you get from using Xero
* Access the companion website, full of templates for reports, invoices, bills with payments, and more
 
Xero: A Comprehensive Guide for Accountants and Bookkeepers , along with its companion website, is your one-stop resource for becoming fluent in the features and functionalities of this global accounting software platform.

List of contents

Foreword vii
 
Preface ix
 
Acknowledgments xi
 
About the Author xiii
 
Chapter 1: Introduction to Xero 1
 
Chapter 2: Leveraging Xero within an Ecosystem 7
 
Chapter 3: Xero HQ 15
 
Chapter 4: Navigating through Xero 53
 
Chapter 5: Creating a Xero Organization 69
 
Chapter 6: Settings 87
 
Chapter 7: Contacts 113
 
Chapter 8: Inventory 127
 
Chapter 9: Banking and Bank Feeds 137
 
Chapter 10: Bank Reconciliation 157
 
Chapter 11: Sales and Invoicing 203
 
Chapter 12: Purchases and Bills 245
 
Chapter 13: Fixed Assets 279
 
Chapter 14: Multicurrency 297
 
Chapter 15: Advanced Tools 299
 
Chapter 16: Reporting 319
 
Chapter 17: Month-End Reconciliation 347
 
Chapter 18: Advisory Tools 365
 
Chapter 19: Xero Expenses 375
 
Chapter 20: Xero Projects 393
 
About the Website 419
 
Index 421

About the author

AMANDA AGUILLARD, CPA, is Founder of Aguillard Accounting, a leading cloud-based accounting practice. She is also the Co-founder of Elefant, LLC, which helps accountants and bookkeepers build their practices by leveraging technology. She is a certified, virtual provider of CPE-qualified content.

Summary

Learn how to maximize value and increase efficiency in Xero with basics and best practices

Xero: A Comprehensive Guide for Accountants and Bookkeepers is a how-to guide for Xero's US-based advisors. Xero is rapidly gaining traction as an accounting and bookkeeping software, as competitors' strategic changes have left professional advisors looking for an alternative. The rapid adoption of cloud technology by businesses has left many accountants and bookkeepers in need of a guide to quickly gain the Xero skillset. This book covers all features available in the Established subscription plan in Xero. You'll walk through the technical details of how to take advantage of everything Xero has to offer.

In addition to introducing you to the basics of using Xero, this book provides best practices that will help you streamline bookkeeping workflows and leverage this cloud-based accounting platform. Author Amanda Aguillard also connects the dots between accounting theory and the Xero interface and features, so you will understand exactly why you're doing what you're doing. In today's cloud computing world, we need all our tech tools to play nicely together, and this book delivers on that goal, showing you how to integrate Xero to your other software for seamless operation.
* Master Xero's interface and features--specific for the US version of the software
* Learn how to integrate Xero with other cloud-based software
* Discover best practices that can help you maximize the value you get from using Xero
* Access the companion website, full of templates for reports, invoices, bills with payments, and more

Xero: A Comprehensive Guide for Accountants and Bookkeepers , along with its companion website, is your one-stop resource for becoming fluent in the features and functionalities of this global accounting software platform.

Product details

• Authors: A Aguillard, Amanda Aguillard
• Publisher: Wiley, John and Sons Ltd
• Languages: English
• Product format: Paperback / Softback
• Released: 31.05.2021
• EAN: 9781119759225
• ISBN: 978-1-119-75922-5
• No. of pages: 448
• Subjects: Social sciences, law, business > Business > Business administration; Rechnungswesen, Buchführung, Accounting, Spezialthemen Rechnungswesen, Accounting Special Topics, Rechnungswesen / Technologie, Accounting Technology