Have you encountered this scenario: You have your bank rules set up and they are working well for you. You come to one particular item and Xero wants to auto-match the transaction (you will see the suggested match in green), but you want to apply a bank rule. Why is Xero auto-matching your transaction? We’ve […]
Author Archives: Cindy Hovig
03
Jan
Jan
Happy January! You know what that means – it’s 1099 time! Exciting! Okay, maybe not everyone gets excited about 1099s, but I recently got a shirt that says “Wine ’em dine ’em 1099 ’em!” Which makes me excited for 1099s. Thanks for that shirt SalesPad by the way. But in all honesty, 1099s can be stressful, […]
03
Oct
Oct
You probably are familiar with how Xero allows users to leave notes under the Discuss Tab for unreconciled statement lines within the Bank Reconciliation screen. We have found that this is a great tool for collaboration between us and our clients and also for our clients. Once again Xero has made a good thing even […]
13
Sep
Sep
It’s important to get paid from your customers. We know this, you know this, they know this, but dealing with late payments is a pain (pun intended) we all have to deal with at times. Here are three invoicing tips to help you get paid faster in Xero. 1. Email your Invoices Snail mailing your […]
07
Sep
Sep
We love working with contractors. In fact we would say that we specialize in working with contractors. Why? My husband is a landscape contractor. This makes it easy for me to relate on a personal level to contractors. Doing the day to day bookkeeping of my husband’s business for more than three decades has given […]
Announcement, Bookkeeping, News, Xero
Beyond Balanced Books is Xero’s 2016 Bookkeeping Partner of the Year
24
Aug
Aug
Many of you know that we were in San Francisco last week at XeroCon. We were delighted to receive the award of Xero’s 2016 Bookkeeping Partner of the Year! We are so honored to have won this award. XeroCon is the ultimate accounting technology conference and we had a fun filled four days. We can’t wait to tell […]
03
Aug
Aug
Have you ever forgot a password to something? I know I have! It seems like every day I’m making a new password for something and my brain can’t keep up! Here are instructions on how to fix the issue if you forget your password in Xero. Resetting forgotten password Go to the Xero login page. Click […]
20
Jul
Jul
Recently our team was talking about how bookkeeping used to be done with a paper system. How archaic that method seems now! Much has changed with client accounting services today. Think about all the changes the industry has seen in the last 20 years. From paper to the desktop computer, from the desktop computer to the cloud. […]
27
May
May
If you are a client that uses invoices in Xero, you likely already know that you can send electronic copies to your customers. However, did you know that you can also send electronic receipts? Let’s discuss sending receipts in Xero. Send a receipt directly from payment First, locate the invoice payment by going to Bank […]
04
May
May
Millennials are taking over the work force. They have surpassed the baby boomers as the nation’s largest living generations. Millennials are those born between 1980 and close to 2000. Most likely you have millennials working in your business, in fact you might have predominantly millennials in your business. It’s important to understand millennials because they […]