Xero is a fantastic software and will enable you to not only keep compliant records but also enable you to track your profit and cash flow in real time.
We would suggest keeping on top of your books (i.e. adding sales, adding bills & matching them to your bank) as it becomes a huge task if you have to catch up with things - trust us when we say, its much easier to work things out a short period after the event than a few months (or even years!) down the line.
Below are a few videos explaining how to do the basics within Xero. Once you’ve watched them you should have linked the bank account and set up your sales invoices the way you want them, be able to add sales and expenses and match them to your bank transactions.
Please do not hesitate to contact us if you have any queries.
Link bank account
Connect your company bank account to Xero so that the software can automatically upload your bank transactions saving you time and reducing mistakes.
The following banks integrate well with Xero, click them for the additional fees associated with direct bank feeds:
EDIT STANDARD INVOICE
Create great looking and professional sales invoices to send to your customers
Learn how to produce and send sales invoices to your customers.
MATCH Bank TRANSACTIONS
Learn how to match sales and bills to your bank transactions.