You're reading from Efficient Accounting with Xero The definitive guide to optimizing your accounting with proven techniques and best practices

Product type Paperback

Published in Apr 2023

Publisher Packt

ISBN-13 9781801812207

Length 306 pages

Edition 1st Edition

Languages

C++

Tools

Xero

Concepts

Business Management

Author (1):

Jay Kimelman

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Table of Contents (27) Chapters

Preface

1. Part 1: Hitting the Ground Running

2. Chapter 1: Xero Basics – Subscriptions and When to Use Them FREE CHAPTER

3. Chapter 2: Exploring Bank Feeds – the Heart of Xero

4. Chapter 3: Setting Up Your Organization’s Financial Settings in Xero

5. Chapter 4: Restarting with the Fresh Start Method

6. Chapter 5: Conversion to Xero Made Easy

7. Part 2: Handling the Day-to-Day Processes

8. Chapter 6: Recording and Reconciling the Bank

9. Chapter 7: Invoicing and the Sales Process

10. Chapter 8: Managing Bills and Purchases with Procure-to-Pay in Xero

11. Chapter 9: Using Xero on the Go

12. Part 3: Closing Out the Accounting Period

13. Chapter 10: Managing Fixed Assets in Xero

14. Chapter 11: All You Need to Know about Manual Journals in Xero

15. Chapter 12: Correct Your Mistakes with Find and Recode

16. Part 4: Reporting – Knowing About the Performance of Your Business (KPIs)

17. Chapter 13: Running and Customizing Basic Reports in Xero

18. Chapter 14: Business Analytics with Business Snapshot and Short-Term Cash Flow

19. Chapter 15: Creating Custom Reports in Xero Using the layout editor

20. Part 5: For the Advisor

21. Chapter 16: Run Your Practice with Xero HQ

22. Chapter 17: Exploring Practice-Wide Report Templates

23. Chapter 18: Exporting Your Data and Reports Out of Xero

24. Chapter 19: Increasing Your Powers with Apps and Xero

25. Index

Why subscribe?

26. Other Books You May Enjoy

Summary

This chapter is dear to me, as I am a tax preparer and a recovering appaholic. All of my bases were covered by these topics. So, export your reports to Excel or Google Sheets, export the data in a format you can import to your tools, use Schedule C for your sole props, and up your efficiency with Trial Balance apps.

In the next chapter, we dive deep into apps – how to connect them, and how to find them. I did say I was an appaholic, right?

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You're reading from Efficient Accounting with Xero The definitive guide to optimizing your accounting with proven techniques and best practices

Table of Contents (27) Chapters

Summary

Authors (1)

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Table of Contents (27) Chapters

Summary

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