- Format: Kindle Edition
- File Size: 7684 KB
- Print Length: 472 pages
- Publisher: For Dummies; 4 edition (16 January 2019)
- Sold by: Amazon Australia Services, Inc.
- Language: English
- ASIN: B07MWW73ZZ
- Text-to-Speech: Enabled
- Word Wise: Enabled
- Customer Reviews: 32 customer ratings
- Amazon Bestsellers Rank: #64,552 Paid in Kindle Store (See Top 100 Paid in Kindle Store)
Xero For Dummies (For Dummies (Business & Personal Finance)) Kindle Edition
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From the Back Cover
- Master weekly and monthly reporting routines
- Fine-tune your set-up or convert from another accounting program
- Track your business performance in real-time
Use Xero to its full potential
You didn't start your business in order to become an accountant, but bookkeeping is critically important to the short- and long-term health of your company. Xero simplifies the process and saves you time, and Xero For Dummies helps you leverage every feature Xero has to offer. Inside this new edition, you get coverage of the newest features, including updates on generating reports, working with fixed assets and managing contacts, sales and payables so you can optimise your system to help your business thrive.
- Set up your account from scratch
- Convert from another provider
- Streamline your reporting
- Manage inventory
- Simplify accounts
- Organise suppliers and customers
- Track inventory
- Monitor your business
About the Author
Heather Smith is focused on helping cloud advisors embrace the add on market place ecosystem. Using her super power of 'explanation' she's educated over 1 million via her YouTube channel, her Cloud Stories podcast, an online MasterMind group, a curated ecosystem newsletter, all about Apps Advisory, and all available for free! Plus, she's written 9 business books including the Xero for Dummies series. --This text refers to the paperback edition.
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Review this product
Top international reviews
My first thought was that it wasn't great as an initial guide to the software and I found it hard to read - this could have been down to my familiarity with Xero - so I called up a client and suggested she have borrow this - she told me she had all ready purchased it and wasn't finding it much use at all.
Her quote was "I learned more from my initial 90 minute session with you than I did from the book"
So perhaps this should be taken as a backup to having an advisor in place - Xero is a superb platform for cloud accounts but i would advise anyone starting out to make full use of the online resources available from Xero and also engage with an accountant who fully understands the software and who is certified.
This books has the potential to help on occasions but I really wouldn't advise anyone to take this book and the software alone and move forward with it.
A companion / occasional reference book only for me.
An important note that is worth mentioning at this point:
📝…‘One of the greatest features of Xero being a cloud-based accounting solution is that Xero can make upgrades or updates to its pages or processes at any time – and so the next time you access your file, the upgrades have been implemented. No more waiting for the next software release! But this may mean a page or process you’re looking at online isn’t exactly the same as that shown in this book.
Don’t worry – the process should still be similar enough that you can use this book to guide you through…’
The current 'LOOK INSIDE' facility above gives a good insight into the layout, including the 'CONTENTS' at the front, along with the 4-page 'INTRODUCTION' & ‘BEYOND THE BOOK’, which is worth perusing.
‘FOOLISH ASSUMPTIONS’, on page 3, is also worth reading through.
With apparently few books to choose from, I initially went with the back-cover description, which includes (1st image below refers):
~ ‘Set up your account from scratch
~ Convert from another provider
~ Streamline your reporting
~ Manage inventory
~ Simplify accounts
~ Organise suppliers and customers
~ Track inventory
~ Monitor your business
…Inside this new edition, you get coverage of the newest features, including updates on generating reports, working with fixed assets and managing contacts, sales and payables so you can optimise your system to help your business thrive.’
From the FOREWORD, by ROD DRURY, FOUNDER OF XERO®:
📝…’This book is a great way for you to learn to work in the cloud, and we’re sure that as you go through it, or dip into it to take what you need, you’ll see that doing your accounts can be easy and rewarding.
And hopefully your work will become just a bit more fun…’
From page 2:
📝 ‘ABOUT THIS BOOK: Xero For Dummies, 4th Edition provides a comprehensive outline of how to use the Xero accounting cloud solution. The main focus throughout the book is how you can use Xero and its integrated cloud platform to access business intelligence…
…The book steps you through everything you need to know about Xero, taking you through the whole process. You’re never left hanging, wondering what you’re supposed to do next. I’m with you every step of the way.
But the book sticks to the practicalities – I know you don’t need to be slowed down with unnecessary background information and theories…’
I like the way the book is written, which, I find, makes it easy to dip in & out of, with the various icons drawing the eye, i.e.:
~ 'TECHNICAL STUFF'
The current 'LOOK INSIDE' facility above gives a good insight into the layout, including the CONTENTS at the front, along with the 4-page INTRODUCTION and ‘BEYOND THE BOOK’, which is worth perusing.
‘FOOLISH ASSUMPTIONS’, on page 3, is also worth reading through.
※ XERO® FOR DUMMIES® ~ 4th Edition (A WILEY BRAND)
※ HEATHER SMITH
'Printed in Singapore'
The chunky book measures around 18.5 cm x 23.25 cm x 3 cm
In the usual ‘for DUMMIES®’ trademark colours, the paperback cover opens to 456 reasonable quality pages, split over 5 MAIN PARTS, that are subdivided into CHAPTERS:
1. GETTING STARTED WITH XERO:
2. DAILY ACTIVITIES
3. MAKING THE ROUTINE, ROUTINE
4. GETTING THE MOST OUT OF XERO
5. THE PART OF TENS
The latter is very useful with:
~ TEN (PLUS ONE!) TIPS FOR LONG-TERM SUCCESS WITH XERO
~ TEN COMMON MISTAKES MADE IN XERO AND HOW TO AVOID THEM
Another useful point to bear in mind, on page 441:
📝 ‘TRYING TO MAKE XERO DO WHAT YOUR OLD SYSTEM DID:
If you’re moving from another accounting system or a paper-based system, adapting to a new system can be difficult. But don’t get stuck in a rut of trying to make Xero do what your other system did. Work towards learning the new processes and names within the Xero system, so you’re working with it rather than against it.
💡 TIP: Try to find 15 or 30 minutes each day for learning new aspects of Xero. Pick an issue (or a section of a chapter from this book) to work on.
Embrace the change.’
The book finishes with an alphabetical INDEX, pages 443-452, followed by a note about the author & acknowledgements.
[21 images attached ©Heather Smith & Wiley Publishing Australia Pty Ltd/2019]
This Dummies book is fairly typical of others in the series as it is laid out clearly and concisely and goes back to basics with the software. It’s much better than other Dummies books I’ve seen for accounting software in that it’s actually written for the UK market, so it isn’t full of information about US tax requirements, etc, which are t relevant here.
Where it is slightly disappointing is that it is aimed solely at commercial organisations, whereas many Xero users will be small not-for-profit companies. It’s useful for that part of the audience, but could be better.
Overall this is a good book and a decent guide to Xero for novices, with info that will also help more experienced users. Four stars.
I now only have to work part-time overseeing my company which I'm very grateful for, but also now have to admit to having the time to do certain things I've always previously claimed to be too busy to do! This seemed like a good time to get stuck into this book along side a free trial version of Xero to see if I'm ready to save a few thousand pounds a year in our accountant fees and do it all myself instead.
In short, the answer is no. No I am not! But not through any fault of this book, which I actually found very helpful. I didn't it find it that hard to navigate the basics of Xero but this book made everything a breeze and very streamlined as I followed along through each of the early sections - the book is really well written, very practical and clear and never jumps ahead of itself or leaves you feeling frustrated that you haven't kept up. Having an online platform to work along to obviously helps with developing your skill in sync with the book and it's hard to go wrong. But boy did I start to tire of it all after a few hours. Neither the book nor the platform felt particularly inspiring to be honest and I started to wish the book was broken up a little by some more interesting exercises or anecdotes. I can't blame the book for my shortening attention span for such things though, but still, I couldn't help from constantly thinking I could just submit my VAST returns as before and then have the accountants do the rest at the end of the year and save myself all this time and hassle.
If you need to use Xero and have chosen this as your platform for assisting you with your accounting/returns then I think this book is great - it will tell you all you need and familiarise you with the software easily and efficiently. It's just not a platform for me to transfer to just yet.
I personally use Zero as understand it better than Saga which is a mystery. However Zero can be confusing. This For Dummies Book opens the door to Zero. Assuming no prior knowledge the author leads the reader through all they need to know.
This is an impressive book.
Unless you want to retrain as a Junior Accountant I suggest that - like me - you leave it to your professionally qualified Accountant. I wrestled with Xero for a few days (thinking that I could save money) and just upset myself with lack of progress. Unless you are particularly clever, or have some accounting experience, this whole Making Tax Digital is best left to the experts.
Maybe I really am a dummy. Good luck if you decide to persevere.