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Xero For Dummies, by Heather Smith
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Master Xero in a flash to streamline accounting and manage more effectively
Xero For Dummies is a user-friendly guide to the accounting software that's revolutionising the industry. Whether you're setting up Xero from scratch, converting to Xero from another accounting software, or just want to get more out of Xero, this book provides an in-depth understanding of how the software works, and how to use it to manage your business more effectively. This second edition has been updated to cover the new and improved features, including better file storage, purchase order, and report generation, extended coverage of the Xero add-on ecosystem, and more, with all new screenshots that show you exactly what to do. You'll learn how to automatically import and code bank transactions, set up accounts, customers, and suppliers, synchronise data, and generate reports that give you the information you need to manage your business more effectively.
Xero has changed the game in the accounting software industry. Their completely cloud-based single ledger system allows business owners to monitor their financial position in real time, and eliminates the need for endless data entry, backups, and software upgrades. Xero For Dummies is the only Xero-endorsed guide to getting the most out of the software, walking you through the basics to advanced use.
- Save time reconciling with automatic imports and intuitive coding
- Manage inventory, customers, suppliers, and more
- Simplify accounts and deal with multi-currency transactions
- Synchronise data seamlessly across multiple business platforms
From setting up your accounting system through to more detailed operational usage, this book contains tried-and-tested techniques that will help you optimise revenue, profits, and cash flow. Xero can streamline your accounting process and help you be a better manager — to wield it effectively, Xero For Dummies is the complete, informative guide you need.
- Sales Rank: #1114174 in Books
- Published on: 2015-06-15
- Released on: 2015-05-11
- Original language: English
- Number of items: 1
- Dimensions: 9.30" h x 1.15" w x 7.30" l, .0 pounds
- Binding: Paperback
- 408 pages
From the Back Cover
Learn to:
- Set up and organise your business accounts and contacts
- Manage your accounting online from anywhere, at any time
- Save time with automatic bank feeds and intuitive transaction coding
- Monitor business performance using reporting and tracking options
Streamline your accounting online in real-time with Xero�
Whether you’re just starting out with Xero or switching from another system, this updated edition of Xero For Dummies has everything you need to know about the revolutionary cloud-based accounting system. From the basics of setting up to more detailed operational use, this book includes tried-and-tested techniques to help you optimise revenue, profits and cash flow while minimising repetitive admin tasks. Monitor your financial position in real-time with this essential guide.
- Start from scratch — follow step-by-step directions to set up Xero or convert from another accounting system
- Better than ever — discover Xero’s improved file storage, purchase order and report generation features
- Save time — reconcile accounts ‘automagically’ with automatic bank feeds and transaction matching
- Streamline record-keeping — organise customer and supplier accounts, synchronise data, and generate the reports you need to manage your business efficiently
- Add-on for success — explore the growing cloud-based add-on solution ecosystem and tailor your accounting to match your business needs
- Keep an eye on key areas of your business — use Xero’s dashboards to review budgets and forecasts, refine business goals and track overall progress
Open the book and find:
- Advice for long-term success with Xero
- Steps for generating and customising reports
- Tips for managing contacts, sales, purchases and inventory
- Help with weekly and monthly task lists
- Ways to prepare for end-of-year reporting
- Add-on solutions for your specific needs
- How to bring in data from paper-based or spreadsheet accounting systems
About the Author
Heather Smith is an accountant specialising in content creation. She hosts the Cloud-Stories podcast, writes for XU Magazine, and develops blog content and training videos for businesses within the Xero community. Heather is a consultant providing guidance on Xero set-up, conversion, training and integration, and she offers accounting support to businesses globally.
Most helpful customer reviews
4 of 4 people found the following review helpful.
Good overview with discussion of "why" certain setup choices are important.
By David
I wanted a good overview with some detail to expose me to Xero before I started using the program (I'm a CPA). This book fit the bill. You don't get every list and screen shot, but the author provides commentary on not only the how to set up major modules, but she also takes time to explain why the user needs to think about the module and its setup.
If you are looking for a very detailed manual, this is not the book to buy. However, if you want an excellent overview with good instructions on set up, the book will save a lot of time.
1 of 1 people found the following review helpful.
Xero's online help is more useful and current
By Talise Reynolds
In my experience, this book was a total waste of paper, time, and money. I am really surprised it got any good reviews, and I am only submitting this review because I bought the book based on its positive reviews on Amazon. The content of this book is less helpful than what is readily available in Xero's online help modules. There are no unique tips or tricks or anything of value offered to someone (like me) who is already familiar with Xero's basics and limitations. I learned nothing from this book- (other than to return books like this within the allowable return time frame so I am only out the return shipping cost and not the entire purchase price).
0 of 0 people found the following review helpful.
Five Stars
By A User
A great book on beautiful accounting software. I keep it handy.
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