importing to xero - module 2 - become an expert bookkeeper
TRANSCRIPT
With your trainers Jeri Murphy & Angela Sibly
With Jeri Murphy & Angela Sibly
Importing to Xero
With Jeri Murphy & Angela Sibly
Housekeeping• Minimise Control Panel• Enter questions into Chat box• Recording of session available
With Jeri Murphy & Angela Sibly
Meet your trainersAngela SiblyXero Specialist Trainer
Angela has been advising Xero advisors how to use Xero efficiently and accurately. As a bookkeeper and BAS Agent, she loves helping people to get the best out of Xero.
Jeri Murphy Xero Ecosystem Trainer
Jeri helps business owners and Xero advisors all over the world use Xero and the Xero Add-On Ecosystem to its greatest potential.
With Jeri Murphy & Angela Sibly
What we’ll cover…• What you can & can’t import• Common Issues when importing• Key skills you need to work with data in bulk• Import Limits• How to Import Data into Xero
With Jeri Murphy & Angela Sibly
Can Import• Bank Statements incl Cash Coded CSV• Paypal Statements• Inventory Items• Chart of Accounts• Conversion Balances
With Jeri Murphy & Angela Sibly
Can Import• Manual Journals• Fixed Assets• Contacts• Budgets• Invoices, Bills & Credit Notes
With Jeri Murphy & Angela Sibly
Can Import• Initial Employee Data• Customised Templates
With Jeri Murphy & Angela Sibly
Can’t Import• Expense Claims• Purchase Orders• Quotes• Payroll data• Tracking Categories
With Jeri Murphy & Angela Sibly
You Need To Know• Templates are in CSV format• The Star (*) means required field• Name & Address fields and overrides• Account Codes & Tax Rates
With Jeri Murphy & Angela Sibly
Common Problems• Unable to Bulk Approve Invoices and Bills after successful import• Working with .TXT files• Always Keep a Copy • Remember you are not in the cloud!
With Jeri Murphy & Angela Sibly
Let’s Import!
With Jeri Murphy & Angela Sibly
Your turn! Ask away!
Got any questions? Pop them in the Chat Box now!
Remember, no question is a stupid question!
www.ecosystemexpertacademy.com/beb-join
Jeri [email protected]
@jeri_murph
Angela [email protected]
@AngelaSibly