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Bookkeeping Videos


Basics

There are countless things to keep track of when you're running a small business - and one of the most important is your finances.  You can easily see your overall business performance from the Dashboard.

Xero is designed so you can collaborate with an accountant or bookkeeper to help you grow your business.


Bank Information

A guide on how to manage your business credit card with business purchases.

Let's make the tedious task of reconciliation easier!  This video tutorial shows you how to set up a bank feed to help automate your transaction entry and bank reconciliation.

Yodlee feeds are a type of bank feed sent to your bookkeeping system by a third-party.  Share your online banking login with Yodlee and your transactions will automatically import!

Set up a Yodlee feed to import account transactions automatically from your bank or other financial institution. To set up a Yodlee feed, add/connect your bank account in your bookkeeping system, connect to online banking, then activate the feed.

Keeping a close eye on your cash flow is everything in small business. Thankfully, direct bank feeds make things better ... much better.

If you have a Premier or Business PayPal account, you can set up an automatic bank feed in Xero.


Expenses & Receipts

Tracking receipts and expenses in Xero is called a "spend money or receive money transaction."  This video will help show you how you can create a payment or track your receipts.

You can record your expenses where they happen, when they happen so your financials stay up to date and accurate. Say goodbye to sorting through crumpled receipts!

Start your work day with your mobile phone app.  It puts your business at your fingertips at home, in the office or on the go.

Start your work day with your mobile phone app.  It puts your business at your fingertips at home, in the office or on the go.


Reconciliation

This video tutorial shows you how easy it is to perform bank reconciliation for your business.

Import a CSV bank statement file into your bookkeeping system that you have downloaded from online banking or created using the template.

You have two options to unreconcile a bank account or credit card transaction: Remove & Redo, and Unreconcile. The option you choose depends on why you're unreconciling the transaction.


Reports

When you keep up with your bookkeeping, you'll be prepared for tax time in a single click!  You can even give your accountant access to these reports through your bookkeeping system.  You will have a real-time view of the financials, anytime, from anywhere.  

For small businesses a healthy cash flow is crucial. That’s why the statement of cash flows report is so useful. It shows you the money...where it came from, and where it went. 

The profit and loss report shows your organization's net income by deducting expenses from revenue for the report period.


Additional videos for those with the Cashbook PLUS Membership

If you have this option, this video will show you how to manage your checks.

This video tutorial shows you how to create repeating invoices and bills. Rather than creating a brand new invoice or bill every time, set it up as a once-and-done invoice or bill.

If you have this option, It's easy to customize your invoices  – simply upload your business logo and applying a few touches so it's branded to your business.  

Your bookkeeping can help make your sales and invoicing process easy to manage. Even invoicing your clients and getting paid is a fast and seamless process.

With all your business data in the cloud, it no longer makes sense to keep all your financial documents and files stored separately.

Check out this video tutorial to help you get familiar with the process of including files with online invoices.

Inventory allows you to track the quantity of goods you have on hand as you buy and sell, and keeps the accounts accurate and up to date as you go.

Want to get paid faster? Check out the video and hear how to add a payment service to your invoices in Xero.

Managing your bills and purchases in Xero accounting software helps you stay organised, stay on top of cashflow and pay your suppliers on time.

 
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