Back to your search

Populate and optimise data in a Xero Cashbook

Self-paced learning
Launch course

3 Advisor credits

Free

Learning objectives

This course is for new and existing partners to learn how to populate and optimise a Cashbook with data to ensure the file is setup correctly for end of financial year tasks. Topics covered include: using a master chart of accounts, populate conversion/comparative balances, set up of fixed assets, bank accounts and contacts etc. You can find the checklist for this course here.

Course outline

    • What can you do with a Cashbook in Xero?
    • Getting ready for compliance when using a Xero Cashbook
    • Other features for a Xero Cashbook

Topics covered

  • End of Financial Year
  • Fixed assets
  • Chart of accounts
  • Conversion

More courses you might be interested in

3 Advisor CREDITS

Elevate your practice to the cloud: Part one

It’s the perfect time of year to start planning your practice’s move to Xero. This three-part series of Xero Now aims to take you on that journey, and this month, we’re focusing on how to get the ball rolling in your firm. First up, we have advice from the Partner team on how to make those important decisions about what’s right for your practice and your clients. Special guest Alf Magnano from CP Partners also joins us to share some great insights about how his firm made the change. View course

Self-paced learning

3 Advisor CREDITS

Monthly Product Updates

We frequently deliver great new features and we really want you to know about them, how to use them and the best way to incorporate them into your workflow. Join us each month to find out what the new releases are in Xero. View course

Self-paced learning

Still not what you're looking for?