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Xero® For Dummies®, 5th Edition
Published by
John Wiley & Sons Australia, Ltd 42 McDougall Street Milton, Qld 4064 www.dummies.com
Copyright © 2022 John Wiley & Sons Australia, Ltd
The moral rights of the author have been asserted.
ISBN: 978-0-730-39461-7
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Cover image: © Xero Limited 2022; © FG Trade/Getty Images
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Xero® For Dummies®
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Table of Contents
1 Cover
4 Foreword
5 Introduction About This Book Foolish Assumptions Icons Used in This Book Where to Go from Here
6 Part 1: Getting Started with Xero Chapter 1: Getting to Know Xero Understanding the Advantages of Xero Exploring Xero’s Different Editions Homepage: Checking Out the Dashboard Understanding Your Team’s Needs Integrating Xero into Your Strategic Planning Taking Advantage of Support Options Using Xero in a Training Environment Chapter 2: Getting Organised: Setting Up Xero from Scratch Preparing for Set-Up Signing Up for Xero Understanding Bookkeeping Basics Setting Up Your Chart of Accounts Putting Your Accounts into Practice Adding Ways to Get Paid Tax Rates Chapter 3: Converting to Xero from Another System Preparing to Import Data from a Non-Accounting Program Getting Ready to Convert from an Accounting Program Importing Data into Xero Turning Off Your Old System Chapter 4: Fine-tuning Your Set-Up Tools of the Trade: Understanding the Dashboard Setting Up Users Taking Advantage of Live Bank Feeds Manually Importing Statements Bank Rules Using File Storage and the Xero Inbox
7 Part 2: Daily Activities Chapter 5: Managing Your Contacts Setting Up Customers Setting Up Suppliers