Would be useful to know the 'What' categories for certain regular things during reconciliation like (as an example) £13 charge companies house makes for registering your business for annual accounts - No clue what category something like that would fall under. Maybe an idea for another video perhaps?
Thank you sooooo much - I have been using Xero badly for about 5 years and even with a couple of changes of accountants - nobody has ever helped me out with the fundamentals of Xero - having searched and watched numerous tutorials online - I have never come across one as good as yours and it is even based around UK businesses - you are amazing - thank you so much.
I totally agree with the above statement. However will be using it in Canada but it looks like it will pretty much be the same with the exception of our Taxes are different from the UK.
I once paid a Xero approved bookkeeper to teach me how to use the software. I paid over £1000 wasted hours on Skype and learnt NOTHING. This one video, got me back on Xero after 5 years. Thank you thank you thank you thank you ❤ I will be in contact when the annual acc and CT600 are due You deserve every penny you charge
OMG that was one of the best videos I've seen on Xero. I wish I saw that when I first started using it a couple of years ago. If I lived in UK I would totally become your client.
I agree with you I thought I will just take a look and watched the complete video and now feel more confident that I will be able to use this program she definitely has removed some doubt and fear having to learn a new program.
Absolutely fantastic. We have started our small business Oct 2022 and have been manually using Excel for everything. I have been using the Xero trial and found their tutorials somewhat a bit confusing and hard to find tutorials on specific areas. Your video has given me everything I need to know and more. Thank you so much, we look forward to starting to use Xero in the new financial year
Wow! You made business accounting look super easy. As a new business owner, who has never owned a business before, accounting feels daunting on top of everything else. Thanks for showing how simple and fun it can be!
Hello, im from Ukraine. It was necessary to quickly get acquainted with XERO. Liked the title 80% in 30 minutes :) Not disappointed. Thank you for the video!
Thank you Rachel. Simplified approaches are better than complicated courses and I learned a little bit more about the basic features I am using to utilise them better.
0:57 dashboard, business, accounting, contacts tabs 11:35 1:20 dashboard 1:39 3:18 4:23 4:55 5:40 7:50 processing bank transactions on the bank reconciliation screen 8:00 green transactions on the RHS 8:14 how to read the transactiom 8:43 matching 2 transactions together to mark an invoice as paid - a bank receipt is when you receive money from an invoice 9:10 9:32 what does bank reconciliation mean? 9:39 why being on top of bank rec is important? 11:35 11:50 11:59 - invoices that you send to customers (sales invoices) - invoices that suppliers send to you (purchase invoices) 12:23 sales invoices within xero 12:40 how to create a new invoice in xero? 13:05 due date trick 13:20 invoice numbers 13:45 reference 14:00 description 14:20 preview button for invoice 15:15 hit approve button 15:53 after approving the invoice 16:47 quote and raise quotes in xero. - what is the difference between a quote and invoice? 17:30 17:38 testing quotes and sales invoices 18:04 marking a quote as accepted, and transferring all the quoted details onto an invoice 18:24 summary 18:50 how to process bills/invoices that you get sent from suppliers 19:26 codes 20:15 , 20:52 20:58 21:14 summary 21:27 how to run reports in xero to tell you about your business 21:40 22:18 profit and loss report 23:33 25:55 AR and AP report 27:00 summary 27:09 contacts 27:30 27:53 28:10
Thank You so much. Ihave just been offered a position with an accounting firm and the use Xero. This was extremely informative and easy to understand. Thank You so much having seen this video will help me as I start using Xero.😀
i dont know what to say, it's my first time seeing & using xero. and i was afraid i would find it hard to understand. but you made it absolutely clear & easy. thanx alot , you already made my day.
Super easy to understand. Thank you, I am expecting a new job with Xero and I never experienced it. Now I feel even more confidence to be on the 3rd interview.
Brilliant instructions, I am new to Xero and now feel like an expert already, have subscribed and looking forward to watching all the Xero videos, thank you so much! I’ve been thrown in deep end at work told just to get on and get to grips with Xero…..you have saved me😀😀👍
I'm 16 and over the past few months I started a software company that is now booming. I made my xero account yesterday and I was so confused. Watched this video and you've done a great job at explaining everything. Thank you soooooo much for this video it's really helped me and has cleared a lot of questions. I've watched a few other videos and by far this is the best one. Will book mark this and come back to it when I need. Earned a sub.
This is such an invaluable video and outlines basically, everything you need to know, when it comes to both using zero and bookkeeping, for a small business…. Thank you so much. People pay thousands of pounds for this kind of training and you’ve summed things up so succinctly ❤ 🙏🏽 🔥
Great video, I'm a small business owner and I've just contracted in an accounting firm who use Xero. I'm slowly figuring it out and this has been really informative and helpful, especially the Profit and Loss and Balance sheet. Thank you.
This is a meta-accounting perspective. IOW, you explain from the point of view of running a business, rather than abstractly. Full marks! Here's a tip: It would be easier to take in if you kept your voice smoother and calmer, with the odd pause.
Fantastic video thank you! I'm applying for a new job and this gives me confidence that learning Xero will be absolutely fine. Really appreciate your help! ❤
brilliant video. Our bookeeper has just announced she is retiring and i am taking over the bookeeping. Im terrified. i have a degree in fine art, not accounting! thanks for making this interesting, simple and accessible! i shall be working my way through your tutorials!
Thanks for taking the time to give this tutorial. Looking at the moment at a potential change from Sage to Xero, but my own book-keeper won't use it at all so perhaps its time we had a chat. Really appreciate your support.
This was exactly what I needed. Coming back to bookkeeping after 10 years or so, and this really helped me figure out what Xero is like compared to the computerised accounts systems I trained on.
You are amazing! Thank you so much for such an informative video which is so easy to follow :0) I'm so looking forward to checking out your other videos :0) Once again Thank you xx
Planning to get a freelancing job and looking for a tutorial video for Xero. I think this is one of the best videos for beginners like me! Looking forward for more videos. Thank you so much
OMG all I can say is thank god I found you! I have been attempting to do the Xero training courses and they are so confusing. You have just taught me so much in this half hour. Do you have any other videos on Xero? Thank you!
Thank you so much! This video helped me out a ton. I was feeling frantic until I found this and it made me feel much more certain I was capable of working with this software.
Great content and presentation, thank you. The repetitive background music is super annoying however. I had to keep pausing for a break from it. I plan to view it again and hope I can follow without sound.
What did you think guys?!
Really useful, thanks.
hi Rachel, i want to learn Xero practically, can you guide me
Couldn't have done any better ❤️❤️❤️❤️
This was super helpful. Thank you!
Would be useful to know the 'What' categories for certain regular things during reconciliation like (as an example) £13 charge companies house makes for registering your business for annual accounts - No clue what category something like that would fall under. Maybe an idea for another video perhaps?
I am a CPA and an ACA and very pleased with your short presentation with a quick introduction. Thanks for the video.
Thanks for watching! 😀
I am a semi retired Accountant and have never used Xero Accounting. You have explained everything methodically. Thank you
It's still rubbish.
Thank you sooooo much - I have been using Xero badly for about 5 years and even with a couple of changes of accountants - nobody has ever helped me out with the fundamentals of Xero - having searched and watched numerous tutorials online - I have never come across one as good as yours and it is even based around UK businesses - you are amazing - thank you so much.
I totally agree with the above statement. However will be using it in Canada but it looks like it will pretty much be the same with the exception of our Taxes are different from the UK.
Try a different software. This one is horrendous.
I once paid a Xero approved bookkeeper to teach me how to use the software. I paid over £1000 wasted hours on Skype and learnt NOTHING.
This one video, got me back on Xero after 5 years.
Thank you thank you thank you thank you ❤
I will be in contact when the annual acc and CT600 are due
You deserve every penny you charge
This is amazing to hear, I'm so glad! 😊💗
Using it will get you back off it. Super time consuming.
I am learning XERO for a year now, and so far, this is the MOST clearest to me, Thanks I finding your vlog
Best overview of Xero I have come across
Thank you 🤍
I never thought a tutorial on an accounting software could be filled with so much joy! haha, I am impressed and now informed as well. Good job!
Great to hear! thank you for your message!
I'm about to start a job whicvh uses Xero and I have never used this software before. Thanks for the introduction, I feel a little more confident now.
Good luck with your new role!! ✨
@@accountantshe Same same - starting new job and said I'd learn Xero ahead of time - your video was great thanks very much (Australia)
OMG that was one of the best videos I've seen on Xero. I wish I saw that when I first started using it a couple of years ago. If I lived in UK I would totally become your client.
I'm so happy I could help 💗
The energy from the very beginning. wasn't planning to watch it complete. But ended up learning everything
I agree with you I thought I will just take a look and watched the complete video and now feel more confident that I will be able to use this program she definitely has removed some doubt and fear having to learn a new program.
Absolutely fantastic. We have started our small business Oct 2022 and have been manually using Excel for everything. I have been using the Xero trial and found their tutorials somewhat a bit confusing and hard to find tutorials on specific areas. Your video has given me everything I need to know and more. Thank you so much, we look forward to starting to use Xero in the new financial year
This is so great to hear!
There are way better packages than this one.
Wow! You made business accounting look super easy. As a new business owner, who has never owned a business before, accounting feels daunting on top of everything else. Thanks for showing how simple and fun it can be!
I'm so glad I could help! It can be super overwhelming, but it gets easier! 🚀
There are better software systems.
Absolutely GREAT introduction to Xero! Thank you so much! Every time a question came to my mind, you were already answering it.
Thank you!!! 😊
Hello, im from Ukraine.
It was necessary to quickly get acquainted with XERO.
Liked the title 80% in 30 minutes :)
Not disappointed. Thank you for the video!
Thank you Rachel. Simplified approaches are better than complicated courses and I learned a little bit more about the basic features I am using to utilise them better.
Thank you! 😊
0:57 dashboard, business, accounting, contacts tabs
11:35
1:20 dashboard
1:39
3:18
4:23
4:55
5:40
7:50 processing bank transactions on the bank reconciliation screen
8:00 green transactions on the RHS
8:14 how to read the transactiom
8:43 matching 2 transactions together to mark an invoice as paid
- a bank receipt is when you receive money from an invoice
9:10
9:32 what does bank reconciliation mean?
9:39 why being on top of bank rec is important?
11:35
11:50
11:59
- invoices that you send to customers (sales invoices)
- invoices that suppliers send to you (purchase invoices)
12:23 sales invoices within xero
12:40 how to create a new invoice in xero?
13:05 due date trick
13:20 invoice numbers
13:45 reference
14:00 description
14:20 preview button for invoice
15:15 hit approve button
15:53 after approving the invoice
16:47 quote and raise quotes in xero.
- what is the difference between a quote and invoice?
17:30
17:38 testing quotes and sales invoices
18:04 marking a quote as accepted, and transferring all the quoted details onto an invoice
18:24 summary
18:50 how to process bills/invoices that you get sent from suppliers
19:26 codes
20:15 , 20:52
20:58
21:14 summary
21:27 how to run reports in xero to tell you about your business
21:40
22:18 profit and loss report
23:33
25:55 AR and AP report
27:00 summary
27:09 contacts
27:30
27:53
28:10
this was fantastic! my first foray into Xero and it removed my fears and helped me have confidence in starting. Highly recommended
There are way better ones.
Great video. I watched several others and didn't learn anything. Your teaching style is just what I needed. Clear and very helpful. Thank you.
Thank you :)
Thank You so much. Ihave just been offered a position with an accounting firm and the use Xero. This was extremely informative and easy to understand. Thank You so much having seen this video will help me as I start using Xero.😀
Congratulations! 🥳
i dont know what to say, it's my first time seeing & using xero. and i was afraid i would find it hard to understand. but you made it absolutely clear & easy. thanx alot , you already made my day.
That's so good to hear! Thank you 😊
Super easy to understand. Thank you, I am expecting a new job with Xero and I never experienced it. Now I feel even more confidence to be on the 3rd interview.
Thanks a million, I'm searching for a job and this has really helped me as I have no previous experience with Zero.
Good luck with the job search! 🤞🏻
Brilliant instructions, I am new to Xero and now feel like an expert already, have subscribed and looking forward to watching all the Xero videos, thank you so much! I’ve been thrown in deep end at work told just to get on and get to grips with Xero…..you have saved me😀😀👍
This was the best tutorial video I've ever watched on any topic. Very well done!
My first inetration with Xero, and it was amazing. You explained in a very good way. Thanks
Starting a new job soon, this video actually helped me so much to understand an amazing software. Genuinely appreciate this, Cheers!
I'm 16 and over the past few months I started a software company that is now booming. I made my xero account yesterday and I was so confused. Watched this video and you've done a great job at explaining everything. Thank you soooooo much for this video it's really helped me and has cleared a lot of questions. I've watched a few other videos and by far this is the best one. Will book mark this and come back to it when I need. Earned a sub.
Congratulations! I'm so glad you've found this helpful for your journey.
I really believe you can make in depth video on this topic. LOVED it so far😀
Thanks! 😊
This is such an invaluable video and outlines basically, everything you need to know, when it comes to both using zero and bookkeeping, for a small business…. Thank you so much. People pay thousands of pounds for this kind of training and you’ve summed things up so succinctly ❤ 🙏🏽 🔥
Thank you 😊
That was awesome. I have never used Xero and feel confident going forward. Thanks so much
That’s great!!!
that was great I'm starting to use xero for my business now you explained it so well thanks
I'm so glad it was helpful! ✨
This seems to be so much more accessible than QuickBooks. Thank you!
Thank you so much for this clear explanation. Looking forward your next tutorials dear accountant She
Great video, I'm a small business owner and I've just contracted in an accounting firm who use Xero. I'm slowly figuring it out and this has been really informative and helpful, especially the Profit and Loss and Balance sheet. Thank you.
This was so helpful! Thanks
Ahhh so glad I could help! Congratulations 😊
I'm in Australia, but found this highly enlightening. Thank you very much.
You're very welcome, thank you x
you were just awesome . Each and every point you explained was so easy for someone with no knowledge about the software to understand
Thanks for watching!
Superb!
The 30-minute session is packed with knowledge, I appreciate the effort.
It was quite helpful to understand the software
Thank you 😊
This is a meta-accounting perspective. IOW, you explain from the point of view of running a business, rather than abstractly. Full marks! Here's a tip: It would be easier to take in if you kept your voice smoother and calmer, with the odd pause.
Comprehensive, clear and easy to follow, thank you :)
A very good soft ware. Excellent tutoring. Xero is life made easy.
Fantastic video thank you! I'm applying for a new job and this gives me confidence that learning Xero will be absolutely fine. Really appreciate your help! ❤
very clear and made Xero look so easy to use. Thank you for the video
brilliant video. Our bookeeper has just announced she is retiring and i am taking over the bookeeping. Im terrified. i have a degree in fine art, not accounting! thanks for making this interesting, simple and accessible! i shall be working my way through your tutorials!
Thank you so much! I start a new job soon and this has been a great introduction to Xero.
Best of luck! 🚀
Great. Nice overview of how Xero works without getting too bogged down in details.
Thank you for the fabulous tutorial. You're a pleasure to listen to and explain everything very well.
Thank you! 🩷
fantastic. Rachel is so sharp and very enjoyable to watch. God bless
This is sooo sweet, thank you!!!
I really appreciate your way of teaching is very good, you have conveyed everything about XERO in just few minutes. Thinks for this
That's great! 😊
Just what I was wanting, minutes well spent, thanks.
Brilliant, clear and concise. Thank you!
You're very welcome! 😊
Thanks for taking the time to give this tutorial. Looking at the moment at a potential change from Sage to Xero, but my own book-keeper won't use it at all so perhaps its time we had a chat. Really appreciate your support.
You're very welcome! If you go onto my bio on Instagram (accountant_she) i'm sure we can book some time in to speak!
Really good. Well explained and keeping it simple. I also loved that it was upbeat but not over the top. Many thanks
This is a fantastic video! Thank you so much for taking the time to create this for us. 🙂
Thanks! 🤍
Thanks for your help! Picked up some great tips after signing up today
You're most welcome 😊
This was exactly what I needed. Coming back to bookkeeping after 10 years or so, and this really helped me figure out what Xero is like compared to the computerised accounts systems I trained on.
So glad this video was helpful for you!
I'm in the same boat. Looking at finding part time work.
You are amazing! Thank you so much for such an informative video which is so easy to follow :0) I'm so looking forward to checking out your other videos :0) Once again Thank you xx
You are so welcome! 🤗
Thanks for your valuable explanation about XERO Software. I am from India and thanks I hope you will share more videos for us on Xero.
Thank you.... Your efforts have given me a great idea about xero..... I greatly appreciate it......
Super informative and easy to understand. Completely helped me to recall my learnings thoroughly. Highly recommended!
Great to hear! Thank you for your feedback x
Your video was so very helpful. Your presentation was professional and easy to understand. Thank you.
Thanks for watching! 😀
Loved it, easy to follow. I want to see how you do a bank reconciliation against a bank statement.
This is an excellent starter video. Well structured and enjoyable to boot. Thank you!
Thank you! 😊
Thank you for the overview. Like to see more about the accounting function.
Thank you so much, as a student it was very helpful for me.
thank you for this tutorial.. very informative and detailed..
Well done, so well explained! 👏
Thank you ✨
this is my first search on Xero... Thank you very much. feel like I learnt a lot...
Great tutorial. Learned a lot
Glad to hear it! 😊
Planning to get a freelancing job and looking for a tutorial video for Xero. I think this is one of the best videos for beginners like me! Looking forward for more videos. Thank you so much
Glad it was helpful!
Oh, I am also looking for freelancing job, I am good at Quickbooks and now want to learn xero as well.
Wow this looks exciting. Thanks for sharing! Surely already subscribed to your channel
Aww thank you!!
Thanks for this, i will be moving from Sage to Xero in June! looks much more simpler.
Can i ask, Are you able to print a customer pricelist from products and services?
That's great to hear! I hope it's easier for you!
yes! go into products and services and export it. For xero related questions there's a help button in the top righthand corner in xero 😊
@@accountantshe Brill, will this only show customer (retail pricing) and can you alter the design of the pricelist?
This was excellent thank you!! I understand it all and know I can use this in a job more confidently!
"Welcome to your happy place" :) Great video, fab energy. Thank you for your help! :)
Thanks for watching!
Excellent instruction, friendly and clear
thank you very much, i am new to Xero and this has helped. i don't mind the music by the way.
Thank you for making it so clear and easy.
🩷🩷
Thank you soooo much. I'm applying for a job at a guesthouse and I want to learn before the interview since I have not done this before.
I'm so glad it helped ☺
Rachel, never saw such an informative video regarding accounting. You are very well instructor may allah guide you
Thanks for watching!
the training is great! thank you
OMG all I can say is thank god I found you! I have been attempting to do the Xero training courses and they are so confusing. You have just taught me so much in this half hour. Do you have any other videos on Xero? Thank you!
Thanks for watching! this is the only other video on xero- ua-cam.com/video/oBU2rvq1Xig/v-deo.html
Hello. Im from the philippines. Your video is very interesting. Im learning online about how to run Xero.
Hi 👋 Thanks for watching 🙂
Thank you. I start a new finance manager role tomorrow.
Congratulations!
Truly excellent, Rachel, thank you
❤️
Very clear and comprehensive. Thanks
so simple yet informative.
Great little video. I’m about to dive into the world of small business, and your video has helped demystify Xero for me - thank you!
I'm so glad to hear this!
made it look simple - cheers
Thank you! 😊
this was a fantastic tutorial, keep it up
Thanks! 🚀
Is that rocket for both d
My name is Sahil
Very good explanation ! thanks
Thank You. This Video help me a lot!!!
I'm so glad! 😄
Wow so concise and full of energy 👏👏
Thank you! 😃
Absolutely Brilliant video - you present this in such a simple and easy-to-learn way
Thank you so much! This video helped me out a ton. I was feeling frantic until I found this and it made me feel much more certain I was capable of working with this software.
That's so great to hear!!
Great content and presentation, thank you. The repetitive background music is super annoying however. I had to keep pausing for a break from it. I plan to view it again and hope I can follow without sound.
Really enjoyed this tutorial - very helpful!
Thank you!
great overview - easy to follow
very good video. I'm an apprentice accountant and this has been great to learn Xero so thank you
Excellent clear tutorial
Glad it was helpful! 😊😊