Xero

DECEMBER 1, 2022

By connecting your Xero account to Airwallex , you can extend these capabilities further. . Accept payments from the Airwallex online payment gateway, payment links and Xero Invoice Payments. Expense data and receipts are automatically pulled into Xero. Xero and Airwallex: a perfect pairing. View reports in any currency.

XERO 264

XERO Reconciling Purchase Order Invoicing 264

Xero

MAY 24, 2023

For those on the Xero platform, collaborating with your accountant or bookkeeper is simple via the cloud. What Xero tip would you add to this list? Now, when you complete the transaction details under the ‘Create’ tab, Xero will populate similar transactions with the same information – without needing to refresh your screen.

XERO 278

XERO Bank Reconciliation Data Entry Reconciling 278

Xero

AUGUST 17, 2022

However, the job of managing invoicing can be a hassle, requiring you to juggle many tasks — tracking the status of sent invoices, chasing late payments, reconciling payments, and providing a great customer experience. . Xero partners closely with Stripe to power invoice payments and help businesses get paid faster. 1 Source: [link].

XERO 262

XERO Invoicing Invoice Processing Reconciling 262

Xero

SEPTEMBER 8, 2022

Here, Marykate tells us about her journey from hair salon owner to founding her own bookkeeping business, and how Xero is helping DS Business Support best serve its clients. Discovering the basics of bookkeeping. Marykate turned to the internet to learn how to run her business, and to figure out the basics of bookkeeping.

Bookkeeping 246

Bookkeeping XERO Reconciling Budgeting 246

Xero

AUGUST 21, 2023

This year’s US Roadshows were nothing short of inspiring, with accounting, bookkeeping and app partners showing up from all over the country to attend our events in Austin, Atlanta and Los Angeles. Over time, we plan to expand this functionality across other areas of Xero.

XERO 246

XERO Invoicing Reconciling Bookkeeping 246

Intuit

SEPTEMBER 9, 2024

Table of Contents Bookkeeper resume sample template How to write a bookkeeping resume: What to include Resume writing best practices Update your resume to apply to bookkeeping jobs For bookkeeping roles and beyond, the job market is highly competitive these days. Not sure where to begin?

Bookkeeping 246

Bookkeeping Bank Reconciliation QuickBooks Certified Bookkeeper 246

Xero

JUNE 18, 2023

We’ve made some great progress towards creating a single source of truth for your client data across Xero Practice Manager (XPM), Xero HQ and Xero Tax. Here are our latest updates and what they mean for accountants and bookkeepers in Australia and New Zealand. If you offboard a client, they’ll be archived in both lists.

XERO 246

XERO Reconciling Bookkeeping Billing 246

Xero

AUGUST 24, 2022

It was the perfect location to reconnect with our valued accounting and bookkeeping partners, and share some exciting plans for new tools and features designed to make inventory management, bank reconciliation and tax management simpler and more seamless. Syncing BMO transactions to your Xero account.

XERO 263

XERO Reconciling Bank Reconciliation Data Entry 263

Xero

SEPTEMBER 27, 2023

We believe that growing the expertise in your business is crucial, so we’ve made it one of our four categories in the Xero Beautiful Business Fund : Upskilling for the future. Invoicing, paying bills, reconciling transactions, or running payroll are but a few that spring to mind.

XERO 246

XERO Payroll Reconciling Customer Service 246

Xero

AUGUST 7, 2024

And this year, we’re proud to have filled our exhibitor floor with some of the best and most loved apps for accountants, bookkeepers and small business owners alike. Event Partner+ Bill BILL for Xero is a simple bill payment solution made to eliminate double entry and piles of paperwork. Not sure where to start?

XERO 241

XERO Collections Accounts Payable Accounts Payable 241

Xero

NOVEMBER 19, 2024

Bank feeds have transformed how small businesses manage their bookkeeping. Today, with cloud accounting, you can securely and automatically import bank transaction data and easily reconcile it, so you have a single, up-to-date view of your transactions and cash flow. Bank feeds truly unlock the power of Xero for a small business.

XERO 238

XERO Data Entry Bank Reconciliation Reconciling 238

Xero

APRIL 16, 2023

Keeping on top of cash flow anywhere, anytime Growing up in an entrepreneurial household, Johnno has always understood the value an accountant and bookkeeper can bring to a small business. It was through a business networking group that he found Olivia Story of Gecko Bookkeeping. What makes this easier?

XERO 279

XERO Invoicing Data Entry Reconciling 279

Xero

JULY 28, 2022

Xero connects with over 1,000 apps that help small businesses and their advisors succeed, check out the Xero App Store. Find out more about becoming a Xero app partner here. Xero recently hosted Xerocon London , one of the most anticipated events on the calendar for cloud accounting leaders.

XERO 264

XERO Bookkeeping Reconciling Collections 264

Xero

OCTOBER 24, 2023

Consider running reports for the sales period in Xero–for example, a report that shows your sales by product for a selected date range. It’s also important to check that your Xero transactions, accounts and inventory levels are fully updated and reconciled prior to the sale.

XERO 290

XERO Data Entry Reconciling Bookkeeping 290

Xero

DECEMBER 17, 2023

Twice a year, our teams at Xero are invited to take part in a hackathon week. A staggering 670 Xeros and 127 teams around the world registered to participate, highlighting the widespread engagement within our talented community. Participants are encouraged to think outside their comfort zone and area of expertise.

XERO 272

XERO Bank Reconciliation Tax Invoicing 272

Xero

SEPTEMBER 7, 2022

None more so than you all — our valued accounting and bookkeeping partners — who have helped your clients navigate a digital acceleration and shift their business models to survive (and thrive). . Simplifying people processes with Xero and Planday. We were excited to launch a new beta trial of Xero Payroll plus Planday at Xerocon.

XERO 264

XERO Payroll General Ledger Bank Reconciliation 264

Xero

SEPTEMBER 1, 2022

This year, more than 70 cutting edge app partners from the Xero App Store will be exhibiting at Xerocon Sydney. GoCardless makes it easy for you to collect one-off, or automated, bank payments for your Xero invoices. Add GoCardless as a payment service in Xero, and apply it to an invoice or invoice template today. GoCardless.

XERO 52

XERO Invoicing Bookkeeping Collections 52

Xero

JUNE 7, 2022

Take our word for it; a trusted accountant or bookkeeper will become your best friend at tax time. Reconcile, and reconcile again . Instead, Natalie Furlong of Quick Smart Bookkeeping recommends getting into the habit of doing monthly reconciliations. Thankfully, there’s a way to make sense of it all. Automate them.

Reconciling 264

Reconciling XERO Tax Bookkeeping 264

Xero

APRIL 4, 2023

This has included their accounting systems and the interconnected apps that manage their ecommerce, logistics and inventory challenges – such as reconciling sales across multiple vendors. They chose Xero and ecommerce specialist Synder to do the job. Check out Synder on the Xero App Store here.

XERO 279

XERO Data Entry Reconciling Collections 279

Xero

DECEMBER 7, 2022

So to help you learn more (and maybe even convince you to try it out for yourself), we sat down with Xero advisors Caryn Hill of CHill Out! Bookkeeping and Gabrielle Crooke of Invert You to discuss their experiences and the benefits they’ve seen for small businesses. . Walk us through the registration process in Xero. .

XERO 246

XERO Invoicing Accounting Software Reconciling 246

Xero

NOVEMBER 14, 2022

If you’re an accountant or bookkeeper, you’ll know that having consistent information across your practice management tools is vital. That’s why we’re working hard to create a single source of truth for your client data across Xero Practice Manager (XPM), Xero HQ and Xero Tax. What’s changing in XPM and Xero HQ.

XERO 246

XERO Reconciling Bookkeeping Tax 246

Xero

APRIL 16, 2025

Yet we know small businesses, accountants and bookkeepers face friction when it comes to paying bills, in fact over half of small businesses are spending more than four hours each month managing accounts payable. The post UK online bill payments are going global appeared first on Xero Blog.

Billing 220

Billing XERO Reconciling Small Business Accounting 220

Xero

NOVEMBER 30, 2022

You can now add a Cash Summary report and Executive Summary to report templates in Xero HQ. When you select the figures in the ‘This month’ column on your accounts watchlist on the Xero dashboard, you’ll now be taken to the new version of the Account Transactions report. Other new features in Xero.

XERO 246

XERO Payroll Bank Reconciliation Invoicing 246

Xero

FEBRUARY 15, 2023

If you’re using payday filing through Xero, you’ll also need to make sure these have been filed. Step two: Review and reconcile Go to payroll settings to review all the information that impacts your payroll reporting. Check for any transactions incorrectly reconciled against your expense accounts.

Payroll 246

Payroll XERO Reconciling Tax 246

Xero

OCTOBER 9, 2023

*Please note that while the process remains the same, all references to Xero Tax are applicable to Australia and New Zealand only. One of the most important ways we’re helping you save time and grow your practice is by moving towards a future where Xero Practice Manager (XPM), Xero HQ and Xero Tax will be seamlessly connected.

XERO 264

XERO Tax Reconciling Accounting 264

Xero

SEPTEMBER 21, 2022

We spoke with Levi and Teddie about the PerfectTed journey so far, and how they’re using Xero to bring matcha energy to the masses. . Growing with Xero. We started working with a bookkeeper (shoutout to Kaj), who recommended Xero – we signed up, played with it, and now we’re obsessed with the platform.” . Getting started.

XERO 243

XERO Reconciling Invoicing Bookkeeping 243

Nanonets

MAY 28, 2025

We are forced to manually enter data, reconcile transactions, and sift through files trying to locate financial information we need.  Xero, one of the leading cloud accounting platforms, has integrated AI features that are streamlining these daily tasks. JAX marks Xero's biggest step into conversational AI.

XERO 52

XERO Invoicing AP Bank Reconciliation 52

Xero

MAY 17, 2022

Reconcile your accounts, comparing the Payroll Activity Summary report and the General Ledger. We havet a support article available in Xero Central that provides some useful information about reviewing your payroll transactions at the end of the financial year. Alternatively, the payments will need to be made manually outside of Xero.

Payroll 246

Payroll General Ledger XERO Reconciling 246

Xero

AUGUST 15, 2023

Working smarter not harder So, for a club like us, a solution like Xero helps us manage all of those things centrally with good visibility. When it gets to the point where they need to pay it generates a request for payment and then reconciles that with Xero so that we don’t have to do all of those things manually.

XERO 246

XERO Bank Reconciliation Reconciling Accounting 246

Remote Quality Bookkeeping

APRIL 14, 2025

In the content below, we seek to provide a helpful small business bookkeeping guide for startups looking to pave the way to long-term success. Bookkeeping is Critical for Business Success Whether youre launching a new business or managing day-to-day operations, bookkeeping plays a vital role in your long-term success.

Bookkeeping 52

Bookkeeping Small Business Bookkeeping General Ledger Accruals 52

Xero

APRIL 16, 2023

Before this, JB was managing his own bookkeeping. It was all paper and PDF based, so he was constantly falling into the trap of forgetting things, paying suppliers late, and trying to reconcile the numbers after a long day’s grind. The post What the future could bring for e-invoicing appeared first on Xero Blog.

Invoicing 279

Invoicing XERO Invoice Processing Reconciling 279

LedgerDocs

APRIL 4, 2023

Since bookkeeping is critical to running a successful business, the process must continually improve over time as the business grows. By evolving your bookkeeping process, you can be more confident that your financial records are accurate and up-to-date. You will be able to reconcile accounts faster and more accurately.

Bookkeeping 97

Bookkeeping Outsourced Bookkeeping Financial Records Data Entry 97

Accounting Today

MARCH 7, 2025

Plus, Xero debuts "reconcile period" feature; EisnerAmper appoints David Frigeri as chief artificial intelligence officer; and other accounting tech news.

Reconciling 130

Reconciling XERO Accounting Accounting 130

Nanonets

APRIL 3, 2024

Enter virtual bookkeeping – a paradigm-shifting approach that harnesses the power of digital tools and automation to revolutionize traditional bookkeeping practices. Picture this: a team of expert bookkeepers diligently managing your financial records and transactions without setting foot in your office.

Virtual Bookkeeping 74

Virtual Bookkeeping Bookkeeping Data Entry Bookkeeping Services 74

accountingfly

MAY 1, 2025

TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting / Senior | Candidate ID #24150397 Certifications: EA Education: BA Accounting Experience (years): 4+ years tax, accounting and advisory Work experience (detail): Currently a senior accountant with a public firm Prepared 300+ individual and SMB returns in 2025 Full cycle accounting and financial (..)

Auditing 52

Auditing Tax Accounting Accounting 52

Less Accounting

JUNE 15, 2023

However, proper bookkeeping is essential for the success of your business. In this article, we will guide you through the basics of bookkeeping for electricians. We will cover everything you need to know , from tracking expenses and invoices to reconciling bank statements and choosing the right bookkeeping software.

Bookkeeping 52

Bookkeeping Bank Reconciliation Reconciling Financial Records 52

Nanonets

NOVEMBER 5, 2024

Hubdoc Automated document fetching & archiving No Yes Automated fetching, Xero integration Xero/QBO users 4.3 Reconciles statements to ensure accuracy 5. Integrates with QuickBooks, Quicken, Xero, and Sage 3. Converts bank statements from PDF to QBO, QFX, OFX, and CSV formats 2. month for 60 conversions.

Data Entry 52

Data Entry XERO Accounting Software QuickBooks 52