Here’s our three step quick start guide to accompany the Xero TV videos at www.tv.xero.com
#1 Connect bank feeds from your bank account. It’s easy and it only takes a few minutes plus the benefits are huge. Because your bank statement lines are brought into Xero automatically, it’s practically effortless to keep your account accurate and up-to-date.
#2 Add your organisations details and customise your invoices by simply uploading your business logo. Add a payment service so your customers can easily pay your invoices online by just clicking pay now.
You can now start processing transactions and invoicing your customers anywhere and anytime.
#3 Customise the chart of accounts to get your accounting right as you move forward. You might need to make a few simple changes to the default chart to customise it to suit your business – but that’s easy.
Importing your own chart of accounts. If you are importing a chart of accounts from your old system, you will want to set aside some extra time to do this. It’s very easy to do and help is at hand. In Xero, simply click on the question mark on the top right hand side of the screen to get additional help.
That said, you can import your chart along with opening balances straight into Xero by using the Zero template. Watch the video tutorials or visit www.tv.xero.com
This video will how you how to create and send an invoice, connect your bank account and add customer details.
Import bank feeds direct into Xero and keep a close eye on your cash flow.
Manage bills and purchases in Xero. This will help you stay organised and manage cash flow.
Xero can connect straight to your bank. Your transactions will feed automatically into Xero. Connecting a credit card, loan or PayPal account is simple. This video explains how to do it.
Xero TV provides a wide range of video tutorials to help you get started or build your knowledge and expertise. Visit www.tv.xero.com
The reporting feature in Xero means both you and your accountant will have a real-time view of key financials anytime and from anywhere.
We are actively supporting all of our clients who have not yet made the transition from traditional accounting to cloud-based accounting. If you would like to know more about how Xero can help you business or if you need help getting started with Xero then contact Hannah Boccaccio on 059 9137040 or 01 278 4455. Hannah recently started in a Xero TV Breaking Barriers series and is providing Xeo Training and Consultancy to new and existing clients. You can read how one client Xenon Fire and Security used our services to migrate their accounts to Xero by clicking on the button below.