Tag Archive | Xero Bookkeeper
June 21, 2013  

Converting from MYOB to XERO

Are you using MYOB and want to switch to the cloud with Xero? There are a lot of factors to consider with converting from MYOB to Xero:
  1. What date are you going to convert from? – you can’t pick a random date, you have to think about BAS returns
  2. Do you want to keep your existing MYOB chart of accounts (account codes) or is this now the time to start fresh with how you have always wanted them to be?
  3. Do you have unpaid creditor (accounts payable) invoices which were entered in MYOB? These need to be entered into Xero too so that they can be paid.
  4. Do you have unpaid debtor (accounts receivable) invoices? These need to be entered into Xero as well.
  5. Are all of your bank accounts reconciled? and can you start bank feeds from the same date as your conversion date?
these are only a few things that need to be considered, there are many more as well.  As you can see you can end up spending a lot of time which is spent with any software converting from one to another.   Just remember the long term benefits of switching to Xero will outweigh these short term costs.
To make sure that your Xero file is set up correctly e-accountant can do the work for you, for a flat fee have a look at our Xero Setup and Training Prices.
If you are using payroll in MYOB ask us to quote on converting your payroll over to Xero as well.
June 18, 2013  

Xero Training & Support – Perth Based

xero logo

xero logo (Photo credit: xeroaccounting)

Xero is a great accounting software, however the information that is entered will only be as good as the person entering it!

It’s important to make sure that you fully know how to use Xero, whether you have used another accounting software like MYOB and have converted to Xero or are using an accounting software for the first time make sure you know how to use it first.

It won’t necessarily cost you a lot of money to get training, and if you know how to enter data into Xero correctly then it will save the costs which are incurred in having someone come and fix your transactions at a later date.

My first  place for training which I refer my clients to is the FREE (my favourite word and I’m sure yours too!) online Xero customer training. These are in the form of live webinars where you can ask questions directly and which are answered on the spot, or a recorded video which can be watched any time.  The Xero Customer Training covers Setting up your business on Xero, Setting up Xero Payroll and more.
Once you have done these training because they are a general training with an overview of Xero I can do a one on one training with you where we use your live Xero and enter in actual transactions specific for your business. Things that can be covered include:
  • Entering invoices
  • Emailing invoices & customer statements
  • Setting up Payroll
  • Preparing a Payrun
  • Bank Reconciliation
  • Fixed Asset Register
  • and more….
Training can be initially when you set up Xero, or on an ongoing basis, and can be based from your office or online using screen sharing.  You might have Xero setup and maintaining your accounts yourself but as the year goes on you encounter new scenarios and need help on how to do this.
You may also just need some Support for a specific issue or transaction that you are trying to record in Xero.  The first place you should always visit is the Xero Business Help Centre, this is constantly updated by Xero when there are new releases and has step by step instructions on how to process within Xero including videos.
Alternatively you can contact me at e-accountant where I can put you onto a monthly support plan to help with regular queries or can help you with one off queries. Or even contact your own regular Tax Accountant. The charge of half an hour and making sure it is done right will be a lot better than the charge of 3 + hours of myself or your accountant trying to fix any mistakes because you didn’t ask for help!
June 12, 2013  

Xero Payroll Specialist

Kelly Migro & E-Accountant are now Xero Payroll Specialist! Whether you need your payroll set up in Xero or training on Xero Payroll, I can come to you in Perth or help you online!

June 12, 2013  

Xero Setup & Training

As we are drawing to the close of the 2013 financial year, before the year end it is a good time to look at planning for the 2014 financial year.  One of the biggest things that a small business owner will be thinking about is how their bookkeeping was done this year and how far behind they are, and that they want to be on top of things for the next financial year.

It is this time of year which is the best time to look at using a new accounting system, and we recommend using Xero. Whether you were using Microsoft Excel or MYOB to maintain this years accounts, we can help to setup Xero and convert your existing account balances and transactions across.

If you have heard about Xero and want to know more about it and how it can help you to manage your business contact us and we can get together for a free no obligation “Coffee & Chat” to discuss how Xero works and how it can make your bookkeeping easier.

Check out our Xero Setup & Training Prices to get you up and running and also ourMonthly Pricing Plans which include your monthly Xero subscription and take all the hassle out of doing your books yourself.

June 3, 2013  

Spanner Planner – Online Autoshop Management System

Looking for an online autoshop management system to run your business? Then you should check out Spanner Planner.

Spanner Planner will enable you to:
  • Invoice your customers
  • Track your staff time to jobs
  • Send service reminders to customers
  • Manages stock & ordering
What’s even better is that Spanner Planner integrates with Xero, which means:
  • No double handling of accounts related data
  • Payments & invoices made in Spanner Planner are automatically imported into Xero
  • Customers & Suppliers are automatically synced between Spanner Planner & Xero
Which makes keeping your business books easy!
Spanner Planner offers a 30 day free trial, so that you can check it out first and see how it will save you time to concentrate on making money rather than spending time tracking it as Spanner Planner & Xero will do this for you.
Spanner Planner isn’t just for the automobile industry but also, bicycles, boats and trucks.
Contact us to find out how Spanner Planner & Xero will work for you.
May 27, 2013  

Xero helps you to get paid faster

Xero has released a new update today which is Payment Services, which will allow you to get paid faster by your customers. What this means is that if you are signed up to one of the Payment Services supported, customers will be able to pay you immediately when they receive your online invoice, by clicking the “Pay Now” button. Not only will you get paid quicker, but it will also mark the invoice as paid in Xero.

The new Payment Services which are available for Australian Xero customers are:

  • eWay (to be released in a few weeks), and
  • DPS Payment Express
You can still continue to use PayPal to receive payments just like previously if your business isn’t large enough to set up one of the above.
Check out Xero’s video on how it works below, and read their blog post to find out more information.
May 25, 2012  

ShoeBoxed now comes with our packages

From 1st May 2012 all new clients who sign up to Xero with us will include ShoeBoxed as part of their monthly charge on Bookkeeping + or higher packages.
So what is ShoeBoxed and what does it mean for you?
ShoeBoxed how it works
April 30, 2012  

Vinsight – Wine Making Software

Vinsight is an online cloud based app for wine makers, which helps to report on the vineyard, winery and warehousing operations, with monthly pricing plans to suit your needs.  Vinsight integrates with Xero, so no doubling up of work, as invoices and purchases can integrate automatically in Xero.

 

April 25, 2012  

Quoting and Xero Add On Solutions

There are two new cloud based softwares for quotes and sales proposals these are QuoteRoller and Quotient. They are both more suited to submitting sales proposals, enabling you to set up templates to be used emailed to the client and accepted electronically.  Upon acceptance they integrate with Xero to create the sales invoice, so no doubling up of work! They both have different pricing plans and both with the ability to try them out for free first.

We can help you to pick which once would best suit your business needs so contact us today.

March 22, 2012  

iPad, Cash Drawer & Printer setup – with Vend POS

The guys at Vend POS have come out with easy to follow step by step instructions and video’s of how to set up your own Point of Sale system using your iPad, a cash register and receipt printer.

You can find out more here or contact us to help you set up Vend and Xero to manage your business better.

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