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

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26. Other Books You May Enjoy

Conversion to Xero Made Easy

Knowing when to convert your business from QuickBooks or another accounting software is an important detail. Just as important is knowing what the current platform needs in order to qualify it for conversion and ensuring a successful conversion thereafter.

In the previous chapter, we discussed the FS method for getting up and running quickly. In reality, you may need historical transactions in your new Xero file. By the end of this chapter, you will know what makes a good conversion candidate, exactly what is needed in the source data for a successful conversion, and what tasks are needed to complete the conversion.

In this chapter, we will cover the following main topics:

What is a good candidate for conversion
What are the conversion prerequisites
How to convert your file
Post-conversion tasks

The rest of the chapter is locked

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

Conversion to Xero Made Easy

Authors (1)

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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

Conversion to Xero Made Easy

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Authors (1)

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