QuickBooks Online Pro Advisor Partner

Kelly Migro - Tuesday, June 09, 2015



Wanting to use QuickBooks Online to manage your business? Well we are now QuickBooks Online ProAdvisor Partners.

We can help you with converting to intuit QuickBooks from MYOB, Xero or from the QuickBooks Desktop software (now called Reckon Accounts) we can even set it up as a new datafile with your opening balances once your Accountant has finalised your tax returns and financials for the end of financial year.  If you already have QuickBooks Online and need help with training we are able to help you with this either onsite at your office or online using Skype and screen sharing.


Quoting now in Xero

Kelly Migro - Thursday, January 22, 2015


The latest release of Xero now has quotes! In the past if you wanted to do a quote you had to create a Draft Sales Invoice and set up an invoice template for quotes so that it would print with the word "Quote" on it.  So now along with Purchase Orders, Quotes can be created, sent and managed direct within Xero.


Once a quote has been created and accepted by the client, with a couple of clicks it can be turned into an invoice, so no rekeying of information onto the invoice.


Quotes can be accessed from the Sales Dashboard. Xero is still working on refining the quoting system even more so that in the future the customer will be able to view and accept the quote online. You can read more on the release from the Xero Blog.




Xero Training & Support - Perth Based

Kelly Migro - Saturday, December 07, 2013


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!

Xero Setup & Training

Kelly Migro - Wednesday, June 12, 2013

As we are drawing to the close of the 2013 financial year, before the year end it is a good time to look at planning for the 2014 financial year.  One of the biggest things that a small business owner will be thinking about is how their bookkeeping was done this year and how far behind they are, and that they want to be on top of things for the next financial year.

It is this time of year which is the best time to look at using a new accounting system, and we recommend using Xero. Whether you were using Microsoft Excel or MYOB to maintain this years accounts, we can help to setup Xero and convert your existing account balances and transactions across.

If you have heard about Xero and want to know more about it and how it can help you to manage your business contact us and we can get together for a free no obligation "Coffee & Chat" to discuss how Xero works and how it can make your bookkeeping easier.

Check out our Xero Setup & Training Prices to get you up and running and also our Monthly Pricing Plans which include your monthly Xero subscription and take all the hassle out of doing your books yourself.

ShoeBoxed now comes with our packages

Kelly Migro - Friday, May 25, 2012

From 1st May 2012 all new clients who sign up to Xero with us will include ShoeBoxed as part of their monthly charge on Bookkeeping + or higher packages.

So what is ShoeBoxed and what does it mean for you?







Vinsight - Wine Making Software

Kelly Migro - Monday, April 30, 2012


Vinsight is an online cloud based app for wine makers, which helps to report on the vineyard, winery and warehousing operations, with monthly pricing plans to suit your needs.  Vinsight integrates with Xero, so no doubling up of work, as invoices and purchases can integrate automatically in Xero.


Quoting and Xero Add On Solutions

Kelly Migro - Wednesday, April 25, 2012

There are two new cloud based softwares for quotes and sales proposals these are QuoteRoller and Quotient. They are both more suited to submitting sales proposals, enabling you to set up templates to be used emailed to the client and accepted electronically.  Upon acceptance they integrate with Xero to create the sales invoice, so no doubling up of work! They both have different pricing plans and both with the ability to try them out for free first.

We can help you to pick which once would best suit your business needs so contact us today.

 




Converting from MYOB to XERO

Kelly Migro - Saturday, February 18, 2012

Are you using MYOB and want to move to the cloud with Xero? There are a lot of factors to consider with converting from MYOB to Xero:

  1. What date are you going to convert from? - you can't pick a random date, you have to think about BAS returns
  2. Do you want to keep your existing MYOB chart of accounts (account codes) or is this now the time to start fresh with how you have always wanted them to be?
  3. Do you have unpaid creditor (accounts payable) invoices which were entered in MYOB? These need to be entered into Xero too so that they can be paid.
  4. Do you have unpaid debtor (accounts receivable) invoices? These need to be entered into Xero as well.
  5. Are all of your bank accounts reconciled? and can you start bank feeds from the same date as your conversion date?
these are only a few things that need to be considered, there are many more as well.  As you can see you can end up spending a lot of time which is spent with any software converting from one to another.   Just remember the long term benefits of switching to Xero will outweigh these short term costs.

To make sure that your Xero file is set up correctly e-accountant can do the work for you, for a flat fee have a look at our Xero Setup and Training Prices.

If you are using payroll in MYOB ask us to quote on converting your payroll over to Xero as well.


Paycycle integration with Xero - update from Xero Road Show

Kelly Migro - Saturday, February 18, 2012

The Xero Roadshow came to Perth on Friday, I have been to the previous two events they had where it was held in a small room with about 20 Xero Partners, this time the room was at full capacity bringing in extra chairs with over 120 people.  This shows how more and more accountants and bookkeepers are embracing Xero and there will be more business using it.

Did you realise that Xero have not done any advertising in Australia, it has all been via social media and the uptake of the software has been amazing.  This shows how social media, twitter, facebook and blogging really do work! If you need help with social media make sure you contact e-assistant. However you will start to see advertising of Xero soon through banner advertising, so next time you talk about Xero and how much you love it more people will know what it is.

The main reason for attending the Xero Road Show was to find out about the Paycycle Integration into Xero.  Any of my clients requiring payroll I put them onto Paycycle paying a separate subscription for this, but mid last year it was announced that Xero had purchased Paycycle and were going to integrate it into the Xero software, and then better yet it would be included for no extra cost with the medium or large subscriptions.  This is on track to be fully integrated at the end of April and in the meantime have had to pay separately for Paycycle.  The great news is that from 1st March if you have a Xero and Paycycle subscription the Paycycle subscription will now be free! You may have to upgrade to a new pricing plan for Xero, but you will still be ahead financially.  See below to see which pricing plans suits you best with payroll:

If you are wondering why Paycycle is such a great payroll software then read more on my blog Why I am Loving Paycycle.


Need help setting up a bank account and bank feeds in Xero?

Kelly Migro - Thursday, February 02, 2012


Need help with setting up a new bank account in Xero, or want to know how to activate one of the best features of Xero which are the Bank Feeds? Then check out this video!



Get in touch:

Phone Kelly on:
08 9467 2528

Software we recommend

Xero Bookkeeping Perth  Vend POS Unleashed online inventory