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Xero is a cloud-based accounting software that helps you run your business online. Connect to your bank, collaborate with your advisor, customise with apps, and access all features for free trial.
Customer login for Xero accounting software. Log in or get support about using Xero.
Xero is a cloud-based accounting software that helps you run your business, manage your finances, and integrate with apps. Try Xero for free and choose from different plans to suit your business size and needs.
- Watch The ‘Xero Dashboard’ Video
- Set Up Your Organisation Details
- Set Up Your Financial Settings
- Add Your Company’S Branding
- Set Up Your Chart of Accounts
- Set Up Your Bank Account Feed
- Reconcile Often
- Set Up Payroll
- Add Payment Services
- Set Up Payment Reminders
- GeneratedCaptionsTabForHeroSec
The first step to learning how Xeroworks is to watch the ‘Xero Dashboard’ video, which can be found in the top left corner of your Xero dashboard.
If you have a limited company, ensure that you have a registration number and registered office address. This information needs to be displayed on any invoices you issue. Go to Settings > Organisation Settingsto input or update your business’s contact details, including: 1. Display name 2. Legal / Trading name 3. Email 4. Registration Number 5. Org...
Go to Settings > Advanced settings > Financial Settings to enter your company details: 1. Financial year end: this will ensure you to have the right year-end for your reports 2. Sales Tax / VAT Details: VAT scheme (flat, cash or accrual rate), VAT number and VAT period
Next, you can set up your invoices with terms of payment, contract, and logo. To set up various branding schemes, go to Settings > Invoice Settings Nailing down your terms of payment can help you to improve your cash flow. Having shorter payment termscan help you to get paid earlier.
If you are switching from another accounting software, then you can import your chart of accounts into Xero, or modify the defaultchart of accounts. If you have an accountant, you can seek their help with this decision. However, if you are your own bookkeeper then we recommend using Xero’s default chart of accounts. You can add, customise, or delet...
The next step is to set up your bank account feeds, including credit card and PayPal accounts, if you have them. This videoshows you how to do that:
Xero makes bank reconciliation easier than ever. Just a few minutes a week spent approving pre-matched items ensures your data is up to date. As Xero is connected to your bank, transactions are pulled through automatically. Xero remembers the last time you categorised a transaction, so you can simply click ‘OK’ if you want it to go to the same cate...
Xero Payroll can help you to monitor your staff costs. This function allows you to keep payroll costs in one place rather than having to pull in information from a separate system. The payroll overviewis a comprehensive guide to take you through each step of the setup. If you are transferring payroll from another system in the middle of the financi...
You also need to link to any active payment services to your Xero account. These may include services like PayPal, Stripe, or GoCardless. With a larger variety of payment options, it is easier for customers to pay you. To do this, go to Settings > Invoice Settings > Payment Services
Getting paid quickly is crucial to any business. Setting up payment reminders and organising your credit control systems can help you to get paid faster. Go to Settings > Invoice Settings > Invoice Reminders Only set up payment reminders when you get into the habit of reconciling receipts daily. Chasing payment from customers that have already paid...
Learn how to set up and use Xero, an online accounting software for small businesses, with this guide. Find out how to customise your chart of accounts, bank feeds, payroll, payment services, reports, and more.
Apr 29, 2024 · Xero is a cloud-based accounting software for small- and medium-sized businesses. Read this review to learn about its plans, benefits, drawbacks and how it compares to other platforms.
- Leeron Hoory
Xero is a New Zealand–based technology company that provides cloud-based accounting software for small businesses. The company has offices in New Zealand, Australia, the United Kingdom, the United States, Canada, South Africa and Singapore.
In this Xero tutorial for beginners, I guide you through how to get started and leverage Xero to manage your day-to-day accounting and business tasks. I walk...
- 23 min
- 316.3K
- Stewart Gauld
Special Tax Time Offer: Get 50% Off On Cloud-Based Accounting Software Today. Automatic Checks and Balances Ensure Debit and Credit Amounts Are Equal.
