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Efficient Accounting with Xero

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

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Product type Paperback
Published in Apr 2023
Publisher Packt
ISBN-13 9781801812207
Length 306 pages
Edition 1st Edition
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Author (1):
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Jay Kimelman Jay Kimelman
Author Profile Icon Jay Kimelman
Jay Kimelman
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Table of Contents (27) Chapters Close

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 26. Other Books You May Enjoy

What apps should I use with Xero?

We’ve talked about efficiency and preventing data entry errors (which is why we use apps) and how to connect apps, but now we are going to talk about some of my favorite apps. I did mention I am a recovering appaholic?

Let’s look at the foundational apps first. They are apps that help you take a sales lead through your sales process and make them a client. The list of foundational apps also includes the apps you use across every client in your practice.

So, my foundational tech stack starts with my website and the forms used to collect data from the prospective lead. This then connects the lead and adds them to my CRM. I have used Hubspot, Salesforce, and Microsoft Dynamics, all of which connect to the lead capture forms on my website. We connect these apps with Zapier, a no-code tool designed to connect apps that do not have a native API connection. Zapier is used through the workflow when there are no direct connections.

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