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.
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.