Today we are talking about how to copy an invoice in Xero. Have you ever wanted to charge one of your customers for something very similar that you have billed them before? Perhaps you do work for someone once a year. You could just copy the invoice from last year and only edit the dates. This is […]
Category Archives: Xero
21
Aug
Aug
I recently read a great article on the Xero blog about what tradespeople want from their accountant or bookkeeper. It struck a chord with me because we love working with those in the trades. My dad is a licensed landscape contractor and my mom (the founder of BBB) has always done his books. She saw […]
11
Jul
Jul
Two years ago, I was vaguely aware of the cloud. I knew the “cloud” existed, but it wasn’t the kind of cloud that had any sort of impact on my life, and I wasn’t terribly interested in finding out more about it. I was happily working in an office, elbowing my way through filing cabinets […]
01
May
May
If you want a better understanding of your banking activity, the Bank Reconciliation Summary is a very useful tool to use. We use this report every day while we are working within Xero and we want to share with you how useful it can be too. Where do you find the Bank Reconciliation Summary? In […]
25
Apr
Apr
Have you ever wondered why your bookkeeper gives you four main reports? Have you ever wondered why these particular four reports are included and what they actually mean? This article will share the purpose of the four main reports and why you should be looking at them. Think of your reports as a vehicle to tell your […]
10
Apr
Apr
One of the core features of Xero is the ability to upload bank feeds into your accounting system automatically. In recent years, Xero has been working to improve this aspect of their platform by providing direct feeds. Direct feeds are pretty self-explanatory: It is a direct connection between Xero and a financial institution for the […]
05
Apr
Apr
We all are looking for ways to get paid faster. Did you know that Xero has a feature that allows you to automatically send your invoices to your customer’s Xero file as a draft bill? This feature is called the Xero to Xero Network. Invite a Xero User to Your Xero Network In General Settings>Connect>Xero […]
22
Mar
Mar
We have a great tip for you today – how to attach a W-9 Form received from your vendors to a Contact in Xero. Why is this a good idea? Well, you will thank us later when it’s 1099 time and you have all your paperwork in order. We think it is a “best practice” […]
19
Jan
Jan
January 19, 2018 –Morgan Hill, California Beyond Balanced Books Inc won top honors in the annual Xero Awards Americas, claiming the Partnership Impact Award for 2017. Xero, a global small business platform, has over 100,000 business advisors worldwide as part of its network and it was an outstanding achievement for Beyond Balanced Books Inc. to be […]
17
Jan
Jan
Oftentimes people ask me why I choose Xero as our cloud accounting platform. Foremost is that I love the product. I can recall vividly the first day I was introduced to Xero. Within a very short time, I fell in love with the bank reconciliation. It is still one of my favorite features in Xero. […]