Xero set up and Training
Delivery in
2 days
- Views 399
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What you get with this Offer
A Xero Consultant is available to help you set up your Xero accounting software from the start. If you get it wrong from the start, you will have large problems later on and your financial information will be incorrect.
I suggest transitioning from your previous accounting software at the end of a month, quarter or end of year based on taxation reporting.
Here is what I shall do for you:
Xero set up correctly with organisation, financial, invoicing and taxation settings.
Opening general ledger balances brought in from your previous accountancy software via CSV file.
Opening debtor and supplier contact and balances brought across from previous accounting software via CSV file.
Employee details and opening balances brought across from previous accounting software via CSV file.
Bank, credit card and bank loan feeds set up. This will make it easier to account for all transactions.
2 x hours training to show you how best to prepare invoices, pay bills, bank reconciliations. Additional training can be provided at extra cost.
I suggest transitioning from your previous accounting software at the end of a month, quarter or end of year based on taxation reporting.
Here is what I shall do for you:
Xero set up correctly with organisation, financial, invoicing and taxation settings.
Opening general ledger balances brought in from your previous accountancy software via CSV file.
Opening debtor and supplier contact and balances brought across from previous accounting software via CSV file.
Employee details and opening balances brought across from previous accounting software via CSV file.
Bank, credit card and bank loan feeds set up. This will make it easier to account for all transactions.
2 x hours training to show you how best to prepare invoices, pay bills, bank reconciliations. Additional training can be provided at extra cost.
Get more with Offer Add-ons
-
I can set up your inventory items and opening inventory balances
Additional 1 working day
+$100 -
I can provide extra one hour training
Additional 1 working day
+$60
What the Freelancer needs to start the work
I shall need the following information:
Access to your Xero software.
Registered company name
Contact details
Taxation details.
General ledger balances in CSV format.
Contacts (employees, customers and suppliers) in CSV format.
Opening balances of (employees, customers and suppliers) in CSV format.
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