What this book covers
Chapter 1, Xero Basics – Subscriptions and When to Use Them, is a primer on Xero subscriptions, the costs, and when to use each one.
Chapter 2, Exploring Bank Feeds – the Heart of Xero, discusses what bank feeds are and how central they are to Xero operations.
Chapter 3, Setting Up Your Organization’s Financial Settings in Xero, talks about setting up the basics in Xero and is a good foundation for a fast start.
Chapter 4, Restarting with the Fresh Start Method, explores the best conversion method in most cases.
Chapter 5, Conversion to Xero Made Easy, discusses how you can fully convert to Xero from QuickBooks if you need transactional history.
Chapter 6, Recording and Reconciling the Bank, explores reconciling the bank, the core process in Xero.
Chapter 7, Invoicing and the Sales Process, shows you why invoicing is the number-one key to cash flow.
Chapter 8, Managing Bills and Purchases with Procure-to-Pay in Xero, discusses how bills and payments are also key to the business cash flow picture.
Chapter 9, Using Xero on the Go, talks about using the Xero mobile app on the go and how it is easy and efficient.
Chapter 10, Managing Fixed Assets in Xero, talks about managing your assets, from addition to disposal and all that comes in between.
Chapter 11, All You Need to Know about Manual Journals in Xero, talks about how Xero makes journal entries easy.
Chapter 12, Correct Your Mistakes with Find and Recode, shows how Find and Recode was a game-changer and it is a staple for a Xero advisor.
Chapter 13, Running and Customizing Basic Reports in Xero, talks about Xero reporting basics and creates a good foundation.
Chapter 14, Business Analytics with Business Snapshot and Short-Term Cash Flow, explores the business analytics and cash flow tools every small business owner must use.
Chapter 15, Creating Custom Reports in Xero Using the Layout Editor, teaches you about taking Xero reports to the next level with Layout Editor.
Chapter 16, Running Your Practice with Xero HQ, shows how Xero HQ is a powerful tool.
Chapter 17, Exploring Practice-Wide Report Templates, shows how report templates are powerful firm-wide reporting tools.
Chapter 18, Exporting Your Data and Reports Out of Xero, focuses on how getting data out of Xero is as important as getting the data in.
Chapter 19, Increasing Your Powers with Apps and Xero, shows how while Xero on its own is great, Xero with apps is amazing.