Xero

MAY 24, 2023

Finalise bank recs faster with automatic refresh As any small business owner knows, bank reconciliation (the process of confirming all transactions in your bank accounts are recorded in your business accounting records) is one of those tasks you need to stay on top of. What Xero tip would you add to this list?

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XERO Bank Reconciliation Data Entry Reconciling 278

Xero

NOVEMBER 2, 2022

You can also find guides on Getting your invoices paid faster , Staying on top of your cash flow , Reconcile bank accounts easily in Xero and Creating professional invoices with ease , with more topics to come. . You may like to learn about core bookkeeping jobs, from data entry to bank reconciliation, reporting and tax preparation.

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XERO Bank Reconciliation Data Entry Reconciling 264

Intuit

SEPTEMBER 9, 2024

Skilled in all aspects of bookkeeping, including accounts payable/receivable, bank reconciliations, payroll processing, and financial reporting. Reconciled bank statements monthly, maintaining accurate financial records. Reconciled bank statements and cash accounts, maintaining accurate financial records.

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Bookkeeping Bank Reconciliation QuickBooks Certified Bookkeeper 246

Xero

AUGUST 24, 2022

It was the perfect location to reconnect with our valued accounting and bookkeeping partners, and share some exciting plans for new tools and features designed to make inventory management, bank reconciliation and tax management simpler and more seamless. If you couldn’t make it (or need a recap — there was a lot going on!)

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XERO Reconciling Bank Reconciliation Bookkeeping 258

Xero

NOVEMBER 19, 2024

Today, with cloud accounting, you can securely and automatically import bank transaction data and easily reconcile it, so you have a single, up-to-date view of your transactions and cash flow. Bank feeds reduce manual admin and automate data entry. Bank feeds truly unlock the power of Xero for a small business.

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XERO Data Entry Bank Reconciliation Reconciling 218

Xero

SEPTEMBER 7, 2022

We shared the first phase of this new feature — employee records — and explained how it will help you identify, audit, and reconcile your clients’ payroll quickly and accurately. . upgraded versions of more reports, including Bank Reconciliation, General Ledger, and Journal reports.

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XERO Payroll General Ledger Bank Reconciliation 264

Xero

AUGUST 15, 2023

When it gets to the point where they need to pay it generates a request for payment and then reconciles that with Xero so that we don’t have to do all of those things manually. The fact that we have Xero means she doesn’t have to manually do bank reconciliations and other time intensive tasks.

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XERO Bank Reconciliation Reconciling Accounting 246

Xero

NOVEMBER 30, 2022

Here are the latest features we’ve introduced to new reports: We’re introducing a current financial year by month report as well as a Bank Reconciliation report pack. This will help you manage your tax obligations, while streamlining the process of reconciling Shopify sales with payouts.

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XERO Payroll Bank Reconciliation Invoicing 246

Xero

NOVEMBER 15, 2022

Dext Commerce – Reconcile itemised digital commerce transactions in Xero with data from over 30 integrations including Amazon, Shopify, Stripe, PayPal, eBay, Etsy, Walmart, Square, Wix, Squarespace, Faire and more. The post Apps to help solve four common small business pain points appeared first on Xero Blog.

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XERO Bank Reconciliation Invoicing Collections 246

Less Accounting

APRIL 2, 2024

In this blog post, we share the top 10 bookkeeping mistakes small businesses commonly make and provide actionable tips on how to avoid them: Neglecting to Separate Personal and Business Finances: One of the most common mistakes small business owners make is failing to separate personal and business finances.

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Bookkeeping Reconciling Bank Reconciliation Financial Reporting 59

5 Minute Bookkeeping

APRIL 22, 2021

A cleanup starts with your client’s messy or incomplete books and follows a process – which includes reviewing the books, catching them up, fixing problems, and reconciling – and ends with books that are complete, accurate, and tax-ready. The cleanup process is full of challenges. Period(s) that you’re cleaning up.

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QuickBooks Reconciling Bookkeeping Bank Reconciliation 52

Outsourced Bookeeping

JANUARY 7, 2025

This blog will delve into these essential processes, providing insights into how they can simplify your bookkeeping and tax filing. Bank Reconciliation : Compare QuickBooks account balances with your bank and credit card statements. As a result, you can move forward with tax preparation confidently.

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1099 Preparation QuickBooks Bookkeeping Bookkeeping Services 52

5 Minute Bookkeeping

JULY 29, 2021

If you’re looking for the best tips for taking on a massive undeposited funds cleanup in QuickBooks Online, this is the blog post for you. Then, you need to make sure that you work through the bank feeds to ensure that everything is entered before you can continue. Tip #2: Reconcile business bank and credit card accounts.

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Deposits QuickBooks Reconciling Invoicing 52

Nanonets

APRIL 29, 2024

  As businesses increasingly rely on credit cards for various expenses, the need for efficient reconciliation processes becomes more important. During the reconciliation process, discrepancies or inconsistencies between the credit card statements and accounting records are identified and investigated. User Reviews: Rated 4.4/5

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Data Entry Reconciling Purchase Order Financial Reporting 52

5 Minute Bookkeeping

APRIL 28, 2022

With just a few fixes here and there, you’ll be able to “reconcile the books” (whatever that means to them), and just like that – it’s done. Some examples include doing your bank reconciliations, making sure that undeposited funds is cleaned up and going over the profit and loss accounts, balance sheet, accounts, inventory, etcetera.

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QuickBooks Bank Reconciliation Reconciling Invoicing 52

5 Minute Bookkeeping

OCTOBER 28, 2021

Step 2: do the reconciliations. You’ll need to reconcile the bank and credit card statements. And if included in your service, you’ll also need to reconcile the balance sheet accounts. Follow the five keys that I’ve given you in this blog post on how to work virtually with bookkeeping clients.

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Bookkeeping Virtual Bookkeeping QuickBooks Accounts Payable 52

Counto

NOVEMBER 13, 2024

Reconciliation and Audits: Ensuring Accurate Financial Records Even with the right software and tools, regular reconciliations and audits are essential for maintaining the accuracy of your financial records. This ensures no discrepancies are overlooked.

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Bookkeeping Bank Reconciliation Financial Records Outgoing Payments 40

Nanonets

FEBRUARY 26, 2024

In this blog, we explore the top 5 accounting OCR software dominating the financial landscape in 2024. This is crucial in finance, where precision is essential for reconciling accounts, processing invoices, and generating financial reports. Improved Accuracy: Nanonets enhances data extraction accuracy compared to manual entry.

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Data Entry Accounting Accounting Invoicing 52

Nanonets

SEPTEMBER 23, 2024

In this blog, we’ll explore what bank statement analysis is, why it matters for your business, and how new technology is making it easier and more effective than ever.    What is bank statement analysis? Spot unusual activities that may indicate errors or bank statement fraud.

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Outgoing Payments Data Entry Microsoft Excel Auditing 52

Invoicera

JANUARY 5, 2024

It allows for easy invoicing and expense tracking and integrates seamlessly with various banking and payment platforms, ideal for businesses of all sizes. Bank Reconciliation: Seamlessly reconciles bank transactions for accurate accounting. Features Invoicing: Create and send professional invoices easily.

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Billing Invoicing Financial Reporting Budgeting 52

Nanonets

FEBRUARY 26, 2024

Our blog cuts through the complexity of AP processes, presenting a clear pathway to automation in 7 steps. Automate Reconciliation Processes: Action Steps: 1. Choose software that offers automatic bank reconciliation and imports your bank statements. We will discuss the following: What is Accounts Payable?

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Accounts Payable Accounts Payable AP Data Entry 52

AvidXchange

MARCH 1, 2024

Account reconciliation Empower staff to assist with reconciling the AP liability account. Bank reconciliation Check bank statements against internal records to ensure all transactions are reported. You know, I reconciled the AP liability account, but I also had several others.

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AP Accounts Payable Accounts Payable Purchase Order 52

Future Firm

SEPTEMBER 1, 2023

Invoicing, bank reconciliations, bank and credit card feeds, financial reporting, managing accounts payable and accounts receivable, multi-currency, and the ability to connect to 100’s of 3rd party apps to help small businesses automate all parts of the accounting process. 3) Wave Accounting Can you beat free?

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Accounting Software XERO QuickBooks Accounting 98

Cloud Accounting Podcast

SEPTEMBER 22, 2020

plans, debuts ‘Xero on Air’ – Accounting Today 44:10 – A refreshed Xero plan to support small businesses during COVID-19 – Xero Blog 50:14 – TD Rolls Out Online Accounting In Bid For Small Biz Accounts – PYMNTS.com 52:53 – Chime is now worth $14.5 It's starting to get tough, which doesn't reconcile with the whole.

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QuickBooks XERO Payroll Deposits 40

Cloud Accounting Podcast

AUGUST 25, 2020

I said before, I'm plowing through 1,100 crappy blog posts just to try to surface the best ones. Xero wrote a blog post about mapping the wage account to the Xero account, matching the benefits account to the Xero account. This is the blog post. Bank reconciliation is tedious and time-consuming."

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Accounting Accounting QuickBooks XERO 40