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Five steps to manage sole traders

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Learning objectives

  • Set up Xero bank feeds to import your client's account transactions automatically from a bank or other financial institution
  • Use Xero's mobile app to help your clients work on the move
  • Make your practice more efficient with Xero's powerful report templates
  • Fix errors quickly with Find & Recode
  • Export client data from Xero to your accounts production software, to speed up accounts preparation

Course outline

    There are six modules. Each one should take you about five minutes to go through. The first will help you decide if you need to go through all the other five modules.

Topics covered

  • Bank
  • Reporting
  • Growth
  • Mobile

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