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Heather Smith
Xero For Dummies
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Xero® For Dummies® To view this book's Cheat Sheet, simply go to
www.dummies.com
and search for “Xero For Dummies Cheat Sheet” in the Search box. Table of Contents
List of Tables
List of Illustrations
Guide
Pages
Foreword
Страница 9
Страница 10
Страница 11
Getting to Know Xero
Understanding the Advantages of Xero
PROS AND CONS OF WORKING IN THE CLOUD
Exploring Xero’s Different Editions
Homepage: Checking Out the Dashboard
Understanding Your Team’s Needs
FINDING, AND KEEPING, A GREAT ACCOUNTANT
Integrating Xero into Your Strategic Planning
Generating accurate, complete and timely data entry
Introducing Management Reporting and the analysis capabilities of Xero
Taking Advantage of Support Options
ACCESSING XERO ON YOUR SMART PHONE
Using Xero in a Training Environment
Страница 25
Getting Organised: Setting Up Xero from Scratch
Preparing for Set-Up
Checking your browser and system requirements
SNAPPY TIPS TO MASTER YOUR BROWSER
Collecting your business data
Signing Up for Xero
Getting started
Organisation Settings
Financial Settings
ADDING A SECOND LAYER OF SECURITY
Understanding Bookkeeping Basics
Working out how account types affect your reports
Assets
Liabilities
Equity
Revenue
Expenses
Creating a chart of accounts that works for you
Measure what matters
Keep it simple
Less is more
Developing your own chart of accounts
Looking at income and direct costs
Understanding other expenses
Setting Up Your Chart of Accounts
Using Xero’s default Chart of Accounts
Customising your chart of accounts
Adding a new account
Deleting an account
Archiving an account
HANDLING YOUR CASH
Putting Your Accounts into Practice
Checking your conversion balances
Adding comparative balances
ADJUSTING CONVERSION BALANCES FURTHER DOWN THE TRACK
Entering historical invoices, bills and credit notes
Adding Ways to Get Paid
Setting up bank accounts
Including credit cards
Online payment options
Tax Rates
Страница 67
Converting to Xero from Another System
Preparing to Import Data from a Non-Accounting Program
Converting paper-based records
Working with spreadsheets
Getting Ready to Convert from an Accounting Program
Getting ready to convert
Setting up file directories
Downloading Xero templates
Converting exported CSV files into Excel
Understanding the CSV file format
Using the Excel Import Wizard to convert text files to CSV files
Preparing data for import
Mapping tax rates
Importing Data into Xero
Chart of accounts
Contacts
Inventory items
Sales
Purchases
Bank transactions
Manual journals
Fixed assets
Unpresented payments or uncleared funds
Turning Off Your Old System
Accessing historical data
Moving to the new system
Confirming the switchover date
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