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Populate and optimise data in a Xero Cashbook

Self-paced learning
Launch course

3 Advisor credits


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

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