- Introduction
- Xero Security Set Up & Xero Dashboard
- Connect Your Bank
- Add all bank accounts and credit cards to Xero
- Bank Rules & Dashboard Edit
- Recap of what you learned
- Chart of Accounts
- Code all transaction for all your bank and credit cards. Set up bank rules.
- Account Watchlist
- Opening Balances
- Reports
- Add Customers & Suppliers
- Final Quiz
- Final Challenge
What you'll learn
- Learn how to set up Xero to fit your business needs
- Connect your bank so transactions automatically feed to the software
- Add customers and vendors
- Set up bank rules to save time
- Create account watchlist to keep your important information in check
- Change dashboard to fit your needs
- Learn how to pull reports
Description
You can take financial control of your business. The first step is to have good financial records that are up to date. Cloud-based accounting platform like Xero makes it easy for business owners to access their data on the go from any device. So embrace technology and learn how to get started with Xero. This course teaches you how to set up Xero to fit your business needs. You will be able to connect your bank to Xero, so transactions automatically feed to the software. You can add customers and suppliers, learn how to pull reports, and change the dashboard to fit your needs. You will more than likely fall in love utilizing the account watchlist feature that allows you to keep an eye on what is most important to you. You will also learn how to save time and automate your reconciliation using bank rules. Start on the right foot with the Xero accounting platform, a valuable tool for any small business. There is no need to download anything. The course will give you instructions on accessing a free trial account. The software is user-friendly, safe, and secure, and you can enjoy free product updates. Xero also makes it easy to collaborate with others. So please don't wait any longer, give it your best, and enjoy!
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About the instructors
- 4.65 Calificación
- 993 Estudiantes
- 1 Cursos
Mira Johnson
CPA
Mira holds a Masters’ Degree in Financial Management and Accounting and is a CPA. Mira is a Xero Certified Advisor since 2013 and she became a Certified Veterinary Practice Manager in 2022. She is a managing partner in the JF Bell Group, CPAs serving small veterinary practices across the US. Mira has a passion for working with veterinarians and helping them realize their dreams and aspirations by embracing the use of apps to help automate the business side of their practice. Her articles about financial automation and employee motivation have been published in Today’s Veterinary Business and dvm360.
Student feedback
Course Rating
Reviews
great topic and facilitor
Thank you so much for the valuable lesson. May God bless, everyone.
Great Course loved it