Details

Xero

A Comprehensive Guide for Accountants and Bookkeepers
US Edition

von: Amanda Aguillard
28,99 €
Verlag:	Wiley
Format:	EPUB
Veröffentl.:	04.05.2021
ISBN/EAN:	9781119759218
Sprache:	englisch
Anzahl Seiten:	448

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Beschreibungen

Titelbeschreibung

Learn how to maximize value and increase efficiency in Xero with basics and best practices Xero: A Comprehensive Guide for Accountants and Bookkeepers is a how-to guide for Xero’s US-based advisors. Xero is rapidly gaining traction as an accounting and bookkeeping software, as competitors’ strategic changes have left professional advisors looking for an alternative. The rapid adoption of cloud technology by businesses has left many accountants and bookkeepers in need of a guide to quickly gain the Xero skillset. This book covers all features available in the Established subscription plan in Xero. You’ll walk through the technical details of how to take advantage of everything Xero has to offer. In addition to introducing you to the basics of using Xero, this book provides best practices that will help you streamline bookkeeping workflows and leverage this cloud-based accounting platform. Author Amanda Aguillard also connects the dots between accounting theory and the Xero interface and features, so you will understand exactly why you’re doing what you’re doing. In today’s cloud computing world, we need all our tech tools to play nicely together, and this book delivers on that goal, showing you how to integrate Xero to your other software for seamless operation. <ul> <li>Master Xero’s interface and features—specific for the US version of the software </li> <li>Learn how to integrate Xero with other cloud-based software </li> <li>Discover best practices that can help you maximize the value you get from using Xero </li> <li>Access the companion website, full of templates for reports, invoices, bills with payments, and more </li> </ul> Xero: A Comprehensive Guide for Accountants and Bookkeepers , along with its companion website, is your one-stop resource for becoming fluent in the features and functionalities of this global accounting software platform.

Inhaltsverzeichnis

Foreword vii Preface ix Acknowledgments xi About the Author xiii Chapter 1: Introduction to Xero 1 Chapter 2: Leveraging Xero within an Ecosystem 7 Chapter 3: Xero HQ 15 Chapter 4: Navigating through Xero 53 Chapter 5: Creating a Xero Organization 69 Chapter 6: Settings 87 Chapter 7: Contacts 113 Chapter 8: Inventory 127 Chapter 9: Banking and Bank Feeds 137 Chapter 10: Bank Reconciliation 157 Chapter 11: Sales and Invoicing 203 Chapter 12: Purchases and Bills 245 Chapter 13: Fixed Assets 279 Chapter 14: Multicurrency 297 Chapter 15: Advanced Tools 299 Chapter 16: Reporting 319 Chapter 17: Month-End Reconciliation 347 Chapter 18: Advisory Tools 365 Chapter 19: Xero Expenses 375 Chapter 20: Xero Projects 393 About the Website 419 Index 421

Autorenportrait

AMANDA AGUILLARD, CPA, is Founder of Aguillard Accounting, a leading cloud-based accounting practice. She is also the Co-founder of Elefant, LLC, which helps accountants and bookkeepers build their practices by leveraging technology. She is a certified, virtual provider of CPE-qualified content.

Back cover copy

Praise for Xero: A Comprehensive Guide for Accountants and Bookkeepers “As an early adopter in the United States, Amanda has helped us develop Xero and our community. Amanda inspires accountants and bookkeepers to build their own dream practices, like she has. She is a proven expert in getting the most out of the Xero platform and ecosystem.” —Rod Drury, Founder, Xero “Amanda has a unique and incredibly informed voice within the accounting profession. She’s not only built a highly reputable cloud-based firm, she’s helping modernize the industry by creating communities of forward-thinking accountants. If you want to better understand the cloud accounting ecosystem, there’s no better person to go to than Amanda.” —Kenji Kuramoto, CEO and Founder, Acuity “If you want to learn about Xero and how to run a modern practice, go no further than Amanda Aguillard and Elefant. Not only is she extremely knowledgeable, but she also knows how to make accounting and technology fun. You’ll be in great hands with one of the original cloud accountants.” —Blake Oliver, Co-host, Cloud Accounting Podcast “Amanda has a gift for helping firms unlock technology to build modern accounting practices. Her experience of building a Xero-focused firm in the early days of cloud adoption has positioned her as a leading trainer and consultant in the profession.” —Jeff Phillips, CEO, Padgett Business Services; Co-founder, Accountingfly “Amanda is and has been the ‘go to’ person for everything Xero education and training related in the United States. Always available, on point, and a pure pleasure to work with and be around!” —Bruce Phillips, Managing Director and Partner, Aprio Cloud