Xero Set Up: Small Business Accounting

This is a U.S. Xero small business set up guide. Enjoy!

Udemy
platform
English
language
Money Management Tools
category
instructor
311
students
35 mins
content
Aug 2022
last update
FREE
regular price

What you will 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!

Screenshots

Xero Set Up: Small Business Accounting - Screenshot_01Xero Set Up: Small Business Accounting - Screenshot_02Xero Set Up: Small Business Accounting - Screenshot_03Xero Set Up: Small Business Accounting - Screenshot_04

Content

Introduction

Introduction
Xero Security Set Up & Xero Dashboard
Connect Your Bank
Bank Rules & Dashboard Edit
Recap of what you learned
Chart of Accounts
Account Watchlist
Opening Balances
Reports
Add Customers & Suppliers
Final Quiz
Final Challenge
4748716
udemy ID
6/23/2022
course created date
8/6/2022
course indexed date
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course submited by