The dashboard in Xero is a great jumping off point where users can find important information at a glance. Of course, Xero recognizes that what is important information to one user may not be pertinent to another. That is why each user can customize their dashboard to show the information that they wish to see […]
Author Archives: Cindy Hovig
04
Mar
Mar
Xero’s multiple subscription levels, hundreds of add-ons, and numerous settings help you mold its framework to fit the unique requirements and workflows of your company. This exceptional flexibility makes it a great application for countless types of businesses. However, customization options in Xero go even further. Below we discuss some of the additional customizations available. […]
When you open QuickBooks, you may be accustomed to accessing your company file from the recently opened window. However, from time to time something may occur which cleans out the settings and this causes the file to no longer appear in the recently opened window. For example, this will happen when the file is updated […]
07
Jan
Jan
Having bank feeds activated in Xero makes reconciling your accounts a breeze. By setting up bank feeds, Xero automatically brings over transactions from your bank and credit card accounts. Setting up bank feeds is as easy as signing in to your online banking. Add a new bank account From the Dashboard, navigate to the Accounting […]
Real-time accounting is when your books are caught up to the present and you know exactly where you stand with your account balances, revenue, and profit. It’s truly doing your accounting in real time. The opposite of real-time accounting is getting your books done once a year (or worse, being years behind). When you wait […]
Time is the most precious resource on the planet, but sometimes we don’t treat it that way. In our businesses, it’s important to get everything done, but we can also get overwhelmed with all the little things that need to be done to take care of customers. One of the big differences between highly successful […]
It may seem hard to believe, but now is the time to be thinking about your 1099s. The year will be over soon and if you prepare now for filing 1099s and take the following two steps as soon as possible, then you will save yourself the headache that we all associate with this necessary […]
Creating repeating invoices in Xero can save a lot of time if you are a company who charges your clients a monthly fee. There is no need to enter the same information every time you do your billing. By following these simple steps you can streamline your billing and free up some of your time. […]
Yes, that’s right. Your data is more secure in cloud accounting than it is on your PC. That’s because the data centers that provide cloud accounting follow strict security procedures. Some of the security features include: Physical security including limiting building access and computer room access with James Bond-like features such as retina and fingerprint […]
As an entrepreneur, you are responsible for shaping your business success. Any habits that sabotage your success in your personal life can often carry over to your business. Becoming aware of these is the first step to success. Here are seven success-boosting habits to double-check against your own. Being able to say “No.” Do […]