Xero is a great accounting software, however the information that is entered will only be as good as the person entering it!
It's important to make sure that you fully know how to use Xero, whether you have used another accounting software like MYOB and have converted to Xero or are using an accounting software for the first time make sure you know how to use it first.
It won't necessarily cost you a lot of money to get training, and if you know how to enter data into Xero correctly then it will save the costs which are incurred in having someone come and fix your transactions at a later date.
My first place for training which I refer my clients to is the FREE (my favourite word and I'm sure yours too!) online Xero customer training
. These are in the form of live webinars where you can ask questions directly and which are answered on the spot, or a recorded video which can be watched any time. The Xero Customer Training covers Setting up your business on Xero, Setting up Xero Payroll and more.
Once you have done these training because they are a general training with an overview of Xero I can do a one on one training
with you where we use your live Xero and enter in actual transactions specific for your business. Things that can be covered include:
- Entering invoices
- Emailing invoices & customer statements
- Setting up Payroll
- Preparing a Payrun
- Bank Reconciliation
- Fixed Asset Register
- and more....
Training can be initially when you set up Xero, or on an ongoing basis, and can be based from your office or online using screen sharing. You might have Xero setup and maintaining your accounts yourself but as the year goes on you encounter new scenarios and need help on how to do this.
You may also just need some Support for a specific issue or transaction that you are trying to record in Xero. The first place you should always visit is the Xero Business Help Centre
, this is constantly updated by Xero when there are new releases and has step by step instructions on how to process within Xero including videos.
Alternatively you can contact me at e-accountant
where I can put you onto a monthly support plan
to help with regular queries or can help you with one off queries. Or even contact your own regular Tax Accountant. The charge of half an hour and making sure it is done right will be a lot better than the charge of 3 + hours of myself or your accountant trying to fix any mistakes because you didn't ask for help!