This document provides 10 tips for using the accounting software Xero to go from a beginner to an expert user. The tips include using the search box to find transactions, setting up bank feeds for easy bank reconciliations, attaching documents like receipts to transactions for organization, accessing finances on mobile devices, customizing invoices with your business logo, publishing reports for sharing, setting up a customizable dashboard, backing up your general ledger, creating rules for recurring transactions, and inviting your advisor to access your files remotely for assistance. The document encourages the reader to try out or log in to Xero to start implementing these tips.

1. From Zero to Hero
With Xero

2. So you’ve
chosen Xero for
your business
accounting?

3. Congratulations!
Xero is used by
more than half a
million small
businesses
globally.

4. It’s not only
beautiful, it’s
easy to use.
A winning
combination.

5. You may have
been using it for
a while & you
feel you aren’t
quite getting the
most out of it

6. Or maybe you’re
thinking of using
it in your business
but haven’t
made up your
mind yet

7. Well you’ve
come to the right
place!

8. I use Xero in my
business and for
my clients’
bookkeeping.
I could talk
about it for
hours….

9. But I won’t
because I’m sure
10 easy tips to
would make you
much happier.
rock Xero

10. So follow me

11. Search box
The fast way to get around. Type in
the information you have to hand,
eg contact name or amount. Up
comes a list of relevant transactions
to choose from.
1

12. Bank feeds
Xero’s super power. Your bank
transactions are fed into your
software making regular bank
reconciliations a breeze.
2

13. 3
Online storage
Attach source documents to your
transaction. For example, take a
photo of a receipt and upload it
into Xero. No more digging back
through folders or boxes trying to
find information.

14. 4
Go mobile
Check up on your finances whilst
out having your morning coffee.
Invoice customers on the spot for
faster payment.

15. 5
Business logo
It only takes a few minutes to set
up a great looking invoice and to
get your professional brand out
there, complete with logo.

16. 6
Publishing reports
No need to print off or email
reports to interested parties,
they can be saved right within
Xero.

17. 7
Dashboard
Set this up so that everything
that is important to you shows
up here and can be navigated to
with the click of your mouse.

18. 8
General Ledger backup
Because it’s nice knowing you’ve
got a copy should you ever need
it.

19. 9
Bank rules
Tell Xero how to treat regular
transactions to avoid repeating
the same data entry over and
over again.

20. 10
Invite your adviser in
This has to be my favourite. If my
client has a quick question I can
log right into their file from
wherever I am and help them
straight away.

21. So now that you’ve
seen how easy it is to
go from Zero to Hero
with Xero, why not log
in or test drive Xero
now and put these 10
tips into action

22. Happy
Bookkeeping

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festivalbookkeeping.com.au
Festival Bookkeeping
Savvybookkeeping.wordpress.com
Festival Bookkeeping
Sarina Abbott
sarina@festivalbookkeeping.com.au