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Xero For Dummies
Heather Smith (Author)
9781394421084, Wiley
Paperback / softback, published 18 June 2026
480 pages
23.4 x 18.5 x 3.6 cm, 0.68 kg
Use Xero with confidence and keep your business finances on track You didn't start your business to spend hours wrestling with spreadsheets and paperwork. You started it to build something meaningful and profitable. With Xero For Dummies, managing your books doesn’t have to be a headache. Are you setting up Xero for the first time, switching platforms or just ready to unlock the latest features? Dummies shares simple, helpful ways to make Xero work harder for you. In this fully updated 6th edition, accounting expert Heather Smith brings over two decades of hands-on experience in helping small business owners implement tech solutions. Inside, you'll find step-by-step guidance on Xero's latest tools and features. You’ll discover how to lean into automation and AI to support your work, leverage built-in compliance tools and collaborate effectively with your finance team.
With over 4.6 million subscribers worldwide, Xero is the go-to platform for small business accounting. If you're tasked with managing a business’s finances, Xero For Dummies is your answer to efficient bookkeeping that helps you grow your business.
Introduction 1 Part 1: Getting Started with Xero 7 Chapter 1: Getting to Know Xero 9 Chapter 2: Getting Organised: Setting Up Xero from Scratch 27 Chapter 3: Converting to Xero from Another System 63 Chapter 4: Fine-tuning Your Set-Up 89 Part 2: Daily Activities 113 Chapter 5: Managing Your Contacts 115 Chapter 6: Managing Your Sales 131 Chapter 7: Managing Your Payables 179 Chapter 8: Reconciling Your Bank Accounts 217 Part 3: Making the Routine, Routine 257 Chapter 9: Generating Reports 259 Chapter 10: Mastering Your Weekly and Monthly Tasks 279 Chapter 11: End of Financial Year Reporting 317 Part 4: Getting the Most Out of Xero 335 Chapter 12: Monitoring Your Business 337 Chapter 13: Managing Your Inventory Items 383 Chapter 14: Working with Fixed Assets 397 Chapter 15: Working with Multi-Currency Transactions 413 Chapter 16: Exploring the Xero Marketplace 427 Part 5: The Part of Tens 443 Chapter 17: Ten (Plus One!) Tips for Long-Term Success with Xero 445 Chapter 18: Ten Common Mistakes Made in Xero and How to Avoid Them 451 Index 457
Subject Areas: Finance & accounting [KF]
