This month we are focusing on good practices to follow when starting a new business. A basic step when starting a new business is creating a new Xero file, and one of the first steps to that is editing your settings. One of the things we love about Xero is how the settings can be […]
Category Archives: Xero
08
Feb
Feb
We all want to get paid as quickly as we can. Getting paid in a timely manner is very important to a small business as cash flow can make or break a business. The lifeblood of cash flow for many businesses is invoicing. It also can be the most time-consuming. Xero has many features to simplify […]
17
Jan
Jan
Xero is always coming out with new features! A recently released feature got us pretty excited. There is now a running balance column on the bank account transactions page. What is the Running Balance? The running balance on the Account Transactions tab includes all reconciled transactions and unreconciled spend money and receive money transactions that have […]
10
Jan
Jan
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 […]
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. […]