1) Log into your PayPal account and download a statement in CSV format. 2) Open the CSV file and delete any rows that don't contain transactions with “Completed”, “Cleared”, “Refunded”, “Partially Refunded” or “Reversed” status [...]
1) Log into your PayPal account and download a statement in CSV format. 2) Open the CSV file and delete any rows that don't contain transactions with “Completed”, “Cleared”, “Refunded”, “Partially Refunded” or “Reversed” status [...]
If your bank feed is not supported by Xero, there is an option to bring in your bank feeds manually through a CSV import. You would need to log into your online banking, download your [...]
Income Statement is a financial report showing revenue, expenses, and net profit (or loss) of a business for a period of time. It is also called Profit & Loss Statement. To run a Profit & [...]
1) Go to Accounting >Advanced> Chart of accounts: The chart of accounts in Xero is conveniently broken down into seven tabs: one tab for All Accounts, five tabs for each account type (Assets, Liabilities, Equity, [...]
If you use Xero accounting software, Gusto will be your preferred payroll provider. We love Gusto for their simplicity, a host of great features, and an amazing support team. Gusto and Xero are deeply integrated, [...]
To invite your accountant (or another user) to access your Xero data file, from the dashboard you should: 1. Click on the organiztaion name> select settings: 2. Then click on Users: 3. Click Invite a [...]
If you still use Excel (or no system at all) to keep track of your business income and expenses, you may be wondering if you are ready for bookkeeping software. For calendar year businesses, January [...]
Your Xero accounting dashboard can be a very powerful tool if you know how to make it work for you. One of my favorite little features is Account Watchlist. I like to use it as [...]
