Any time you get started with a new system or software, the bulk of information being thrown at you can be overwhelming and daunting. The same rings true with Xero software, an accounting software you’ve chosen to make sense of all the numbers your business is sending your way.
Luckily, the benefits of using Xero far outweigh the hurdles of the onboarding process. Once familiar to you, you’ll find that Xero is one of the most helpful tools you’ll use to run your business. In fact, Xero is designed to be very intuitive and user-friendly. If the idea of getting started with Xero scares you, take a look at these helpful tips on how best to approach your new software. Soon, you’ll be an expert in the ways of accounting software.
Plan It Out
Before you even jump into Xero, before you even turn on your computer, take a moment to think about what you want out of this tool. What are some of the pain points you’ve experienced in running your business that have led you to sign up with Xero? Identifying exactly what you want out of the software helps to aim you in the right direction when you finally get the chance to jump in.
Take It Slowly
So, you’ve made it into the software. Great start! Where do you go from here? Well, that depends on what you’ve identified as your main goals. Fortunately, there are some easy tasks most businesses need to do
- Connecting bank feeds for your bank account
- Adding your organization details
- Customizing your invoices
Once you’ve taken care of these, you’ll feel more familiar with the layout, and hopefully more comfortable taking on larger tasks!
Ask For Help
If you’re having trouble in Xero, don’t forget you can ask for help! Whenever you use the software, you’ll see a question mark in a circle in the top right corner of the screen. Simply click to find answers to whatever may be troubling you. The software is new to you, and those questions are apt to pop up, so don’t be afraid to reach out if needed!
Import What You Have
If you’ve been running your business for a while, a list of customers and suppliers is likely a necessary addition. Import these before getting too deep into the software in order to run efficiently and effectively. Any past data you want in the software should be imported as well. This way your Xero account can be caught up to where your business is.
Outsource If Necessary
Still finding yourself overwhelmed by it all, or just don’t have the time to sit down and figure it out? That’s where Numbersowl comes in. As Xero advisors, Numbersowl can not only take on the initial setup of your Xero account, we can also assist and manage every new project that comes your way. Our Certified Xero Advisors ensure that you’re set up for success.
With these tips as a starting point, you’ll find Xero to be a beautiful new addition to your business. Managing your accounting has never been as easy as it is with Xero. Adding the knowledge and expertise of Numbersowl helps you achieve your goals faster so you can focus on what really matters to you. To find out more about how Numbersowl can easily assist with the setup of your Xero account, contact us today.