How to set up Xero for beginners - Tutorial / Demo Dec 2020 with FREE INVOICE THEME
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- Опубликовано: 4 окт 2024
- Introducing the very first in what will be a long line of Xero tutorials to come.
Stay on top of Xero, by keeping up to date with the very best tips and tricks provided to you by Xoba.
In episode 1, James takes us through Xero's set up procedure from the very start. The video is perfect for beginners and doesn't require knowledge of bookkeeping.
A FREE DOWNLOAD is available for those of you who would like a more attractive invoice theme to use with Xero. The standard theme is a little bland, so why not jazz up your invoices with a fresh one? It looks great and will make you appear more professional to your customers.
DOWNLOAD YOUR FREE XERO INVOICE THEME:
xoba.co.uk/202...
As always, Xoba is available for any Xero queries you might have. So, if you find setting up Xero by yourself is too hard, please do get in touch with us. We're here to help.
Xoba - Chartered Accountants in Preston:
xoba.co.uk/
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Music attribution: Bensound.com
Going for some office manager roles so this is very helpful in gaining some understanding of the software. Nice steady speed too unlike some others who talk fast .. good for UK thanks.
great video, thanks!
Very helpful.
Thanks Lee, I appreciate that.
hi, just wanna check when we move from other system to Xero and we stared with new book with balances bring forward to Zero, how should we update the AR/AP breakdown to Xero ?eg. AR outstanding balance is GBP 50,533 and it can make up by Customer A - GBP 10,000 , customer B GBP20,000 & customer c GBP 20,533. how should we update these in order we can do matching when customer pay us?
Hi Josie, great question! I would import these balances as sales invoices and bills , and then when you go to the conversion balances page, enter the total figure for aged receivables and aged payables to match. You can import just the total outstanding balance per customer ( i.e. Customer A - GBP 10,000 , customer B GBP20,000 & customer c GBP 20,533.), or the full breakdown of every outstanding invoice. As long as everything you post is dated before the conversion date, it will work. And if you're moving from Sage or QuickBooks, there is a free service called movemybooks.co.uk/ which does an excellent job at migrating all your existing data to Xero, to make the whole process easy (if you have clean accounting data to import). Hope that helps!
Hello there. I hope all is well. Is the invoice still free to download, please?
Hi Ingrid, it is yes. If you go to xoba.co.uk/2020/12/28/set-up-xero/ and subscribe to the newsletter, the link to download will appear. All the best :-)