Getting Started with Your Cloud Accountant (Xero)

Making tax digital accountant

When you start using Your Cloud Accountant(Xero), you’ll wonder how you ever managed without it. We’re big fans of Xero here and know how happy clients are when they can see their cash flow situation whenever they want, link bank accounts directly, pay bills and run their businesses more effectively. For those using the bookkeeping, we combine Xero with receipt bank so our client only ever have to take a picture or email their receipts to a specific email and the rest is done for you.

Cloud Bookkeeping and accounting

While we set up the basics for all new Xero clients, there are key features you’ll want to know about from the very beginning so you can spend more time on your business and less time on your accounting. We’ve listed some of the most important below and encourage you to browse all the walk-through videos and all the starting out support articles.

Understanding the Dashboard

Get to know the Xero Dashboard that displays all of your most important financial information, including money coming in and going out, invoices owed to you and bills you need to pay. Find out how to use the dashboard, customise it, and find shortcuts for daily tasks.
Video walk-through | Support article

https://www.youtube.com/watch?v=UoLtPcBfpfA&t=8s

Confirming Settings

Here’s where to go to confirm or update that all your contact information, social media links, tax rates, and Xero users are accurate. You can also add your company’s branding to invoices, quotes and other documents here.
Video walk-through | Support article

https://www.youtube.com/watch?v=pWst0d53f6M

Attaching Files with Xero

With Xero Files, you can access your documents from anywhere. Find out how to upload, organise and attach documents to your invoices and quotes.
Video walk-through | Support article

https://www.youtube.com/watch?v=qP6Q5Q24XBQ

Connecting bank accounts

Xero’s all about making tedious tasks easier so Xero connects straight to your bank so your transactions feed in automatically. Here’s how to set things up.
Video walk-through | Support article

https://www.youtube.com/watch?v=Ng3C8gl-6SQ

If you need any help, just give us a ring or email. We’re all Xero-certified so no question is too simple or too complex.

If you haven’t signed up yet please contact us.

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Your Cloud Accountant for small businesses

Your Cloud Accountant is a national accountancy firm providing a flexible, more efficient and better value than a traditional high-street accountant.

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