Is It All a Big XeroCon?

Alexander Kohl About Us, Blog 7 Comments

Xero is beautiful accounting software.

Not because it looks great. Not because of it’s powerful automation features. Not due to the growing add-on partner network that delivers great solutions to most business needs. Not even because of the passionate team where the founders, investor (Craig Winkler, co-founder of MYOB), customer service staff and even accounting and bookkeeping partners share in a passion to make a difference to clients.

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Import Bank Transactions into Xero

Alexander Kohl About Us, Blog Leave a comment   ,

The bank feeds within Xero are amazing. But for the big four banks it takes a few days to get them started. That means it is necessary for most new Xero users to import bank data when starting out.

If you know how to export data from your bank portal, you can review the Xero explanation of how to import bank transactions. Just remember, the best format is OFX. Use QIF or csv only if you cannot get OFX.

Here is where to get the best data from the big Australian banks.

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Quotes in Xero

Alexander Kohl About Us, Blog 12 Comments

Xero does not have an inbuilt quote facility.

However, it is possible to quote, and even manage simple projects from the quote stage to final invoicing within Xero.

There are three stages to it:

  1. Preparing the quote template
  2. Creating the quote
  3. Managing the project from quote to final invoice.

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We have a Winner

Alexander Kohl About Us, Blog 2 Comments

Thank you so much to everyone who was kind enough to leave a comment about what you are looking for on our website. The feedback was valuable and has informed quite a big change in our offering. More on that soon…

The winner of the iPad 2 is Lisa Beswick from White Knight Bookkeepers. When I rang her, she did not believe me at first. It was only after talking for a while that she burst out: “You’ve blown me away. I am gobsmacked.”

Lisa is a bookkeeper and registered BAS agent in Victoria. I hope you have lots of joy with the iPad 2 and can service your clients even more streamlined while being on the road.

Not sure about the cloud and the benefits to your business? Here’s an easy guide.

Jet Bookkeeping About Us, Blog Leave a comment  

Cloud TechnologyCloud technology brings together secure servers, software and hardware to make running your business faster and more economical, whilst giving you access from anywhere in the world.

Cloud computing is a general term for anything that involves delivering hosted services over the Internet.

Cloud Technology for Bookkeeping – Reducing Paper and Increasing Accessibility and Speed

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Outsourcing the key to smart business

Jet Bookkeeping About Us, Blog Leave a comment  

Outsourcing the key to smart businessAs the end of year approaches it’s a good time to take stock of the year gone and put the plans in place to give your business a kick start in 2012.

In my line of work I speak to many small to medium businesses, and quite a few have had to tighten their belts this year.  This usually results in staff members or even the business owner picking up the slack.  This may save costs short term, but long term it’s not going to help grow the business.

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Bookkeeping Jobs?

Alexander Kohl About Us, Blog Leave a comment  

If you are wondering whether we have any bookkeeping jobs on offer: we do. Our team is growing and we are always interested in talking to passionate people.

Our main office is in Noosa, on the Sunshine Coast in Queensland. While expanding in other areas, we are interested in building local teams to service our clients face to face.

Currently, we are looking to fill two types of roles.

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