Xero Set Up: Small Business Accounting
This is a U.S. Xero small business set up guide. Enjoy!
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
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!