Help with Xero
A clear, practical guide to getting help with Xero. Learn how to raise a support case, what Xero Support covers, simple checks you can do yourself and when to work with a Xero Certified Advisor or BAS agent.
Xero Setup Basics: How to Choose the Correct Start Date for Your File
Choosing the start date for your new Xero file affects everything that follows. This guide explains how to decide between your trading start date, a clean 1 July start or a mid year opening date, plus what to check with BAS and payroll so your setup runs smoothly.
Xero Setup Mistake to Avoid: Bank Feed Gaps and Incorrect Opening Balances
When you set up a new Xero file, the timing of your opening balance, your bank feed and your manual import matters. This guide explains the correct sequence so you avoid the common mistakes that cause gaps, duplicates and bank balances that never match. Follow the workflow to build a clean and accurate bank history from the start.
What to Expect from a One-on-One Xero Online Training Session
Curious about booking a Xero training session? Here’s how it works. Start by completing the enquiry form so we can understand what you need, then we’ll arrange a quick phone chat to confirm the focus of your session. Your personalised 90 minute training is delivered one on one and includes a full recording, transcript, clear action steps and two weeks of email support. You’ll walk away with clarity and confidence using Xero.
The Benefits of Using a Xero Consultant for Your New Xero Setup
Xero is easy to start, but proper setup matters. Here is how a consultant helps you build a clean, accurate file from day one.
How to Work With a Bookkeeper While Staying in Control of Your Finances
Outsourcing bookkeeping does not mean stepping away from your finances. Here is how to stay informed, maintain oversight and run your business confidently.
Why Quarterly Bookkeeping is Often Too Late for Cash Flow Management
Quarterly bookkeeping gives a snapshot after the fact. If you are starting to feel unsure about what your bank balance really represents, more frequent bookkeeping can provide clarity and reduce cash flow stress.
Changing from Sole Trader to Company: The Transition Checklist
A new ABN means a fresh start. This detailed checklist covers everything you need to update when moving from sole trader to company, so your Xero file, payroll, super, and clients don’t miss a beat.
Changing from Sole Trader to Company: New Concepts
Changing to a company structure isn’t just a legal formality, it changes how you get paid, move money, and account for profit. This post breaks down the essential financial concepts every new company director needs to understand.
Bank Rules in Xero: Step-by-Step Guide for Faster, Cleaner Reconciliation
Setting up bank rules in Xero keeps repeating transactions consistently coded and reconciled in seconds. This guide covers which transactions qualify, when to avoid rules, and how to build and refine them.
Is GST Charged on Credit Card Surcharges? A DIY Bookkeeper’s Guide
When a supplier tacks a credit card surcharge onto your bill the GST treatment must follow the original purchase. This step‑by‑step guide shows Australian DIY bookkeepers how to code the surcharge correctly in Xero and keep compliant records.
Why your Xero bank balance doesn’t match your real statement balance
Having trouble getting your Xero bank reconciliation to match your actual bank balance? You’re not alone. Even a small error in coding or data entry can throw off your reconciliation and make your reports unreliable. This guide explains many of the common issues that can cause your bank balance to be wrong in Xero. If your bookkeeping is out of balance, it's crucial to resolve the issues before relying on your data for tax or financial decisions.
Before You Set Up Xero: 10 Things to Get Clear On First
Subscribing to Xero is easy, but doing it right takes planning. Before you create your new file, here’s what you need to get clear on.
Essential resources for every new business owner (and what to watch out for)
New to business? Here’s a guide to the official tools every Australian small business owner should know and some of the common traps to avoid, from fake renewal or support services to expensive HR contracts.
Top 12 tips for successful DIY small business bookkeeping
Thinking of managing your own bookkeeping? Many small business owners do it successfully but they all have one thing in common: good habits. In this post, we share 12 best practice habits we consistently see in clients who stay organised, compliant, and in control of their finances using tools like Xero. Whether you’re just getting started or want to tighten up your processes, these are the non-negotiables for successful DIY bookkeeping.