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.
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.
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.
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.