The Xero Bookkeeping Workbook
Every check a bookkeeper makes in Xero, in one step-by-step workbook. For each one, you’ll learn why it matters and exactly how to fix it, so you can trust your numbers and use them to make better decisions.
Register now to be the first to hear when it launches, and get the introductory price of £149 + VAT.
For business owners who keep their own books in Xero
Xero does a lot of the work for you, but it can’t tell you whether it’s set up right, whether anything’s missing, or what your numbers are really saying. This workbook can.
Know your books are right
Work through every check a qualified bookkeeper would make, from your Xero set-up to your bank reconciliations and balance sheet.
Fix things yourself
Every check explains why it matters and shows you, step by step, how to put things right in Xero.
Use your numbers
Understand your key reports and what they’re telling you, so you can plan ahead and make decisions with confidence.
What’s inside
Nine parts, in the order a bookkeeper would work through them.
- Is Xero set up correctly?Your settings, VAT, lock dates, tracking, users and connected apps, plus a first look at your reports
- Bank feeds and accountsMaking sure every account is in Xero and nothing is missing
- Receipts, bills and suppliersCapturing receipts, entering bills and tidying up duplicate suppliers
- Sales invoices and getting paidRecording income once, in full, and chasing what you’re owed
- Reconciling the bankProving Xero matches your bank, and finding anything that doesn’t
- Balance sheet checksWhere errors hide, and how to find them
- VAT and Making Tax DigitalMaking sure what you send to HMRC is right
- Your month-end routineA simple routine to keep your books right, every month
- Your key reportsWhat your reports tell you, and how to use them to make decisions
How it works
- Work through each check at your own pace, with Xero open alongside
- See why each check matters, in plain English
- Follow the step-by-step instructions to fix anything that isn’t right
- Finish with your personal action list, showing what still needs doing and in what order
- Keep your month-end routine to print or save
Prefer some support along the way? There’ll also be an option with help from a qualified bookkeeper.
Be the first to know
Register your interest and we’ll let you know as soon as the workbook is ready, with the introductory price of £149 + VAT.
There’s no commitment, and no payment now. We’ll simply email you when it launches.
If the form doesn’t appear, open the sign-up form here.
Questions
Who is it for?
Sole traders and Limited Companies with simple accounts who keep their own books in Xero, and want to make sure not only that they’re accurate, but that they can get the most from their numbers when it comes to making decisions and planning ahead. If your accounts are more complex, we’d recommend working with a bookkeeper.
Do I need to know a lot about bookkeeping?
Yes. The workbook is designed for people who already have a solid understanding of bookkeeping and want to make sure they’re getting it right in Xero. If you’re new to bookkeeping, we’d recommend building that knowledge first, or working with a bookkeeper.
When will it be available?
We’re putting the finishing touches to it now. Register your interest and we’ll email you as soon as it’s ready.
Would you rather we checked your books for you?
Take a look at our Bookkeeping Health Check, where we review your Xero records for you and give you a report and a call to talk it through.