Sherman Academy

Introduction to Xero USA

Welcome from the Instructor

1 - Signing up to Xero

2 - Quick Tour of Xero

3 - Initial Xero Settings

4 - Chart of Accounts

5 - Demo Company

6 - Tracking Categories

7 - Contacts

1 - Sales Screens

2 - Invoice Settings

3 - Creating an Invoice

4 - Repeating Invoices

5 - Credit Notes for Invoices

6 - Quotes Settings

7 - Creating Quotes

8 - Other Invoicing Tasks

9 - Sending Statements

10 - Sales Reporting

1 - Purchases Screens

2 - Bills Settings

3 - Creating a Bill

4 - Repeating Bills

5 - Credit Notes for Bills

6 - Purchase Order Settings

7 - Purchase Orders

8 - Batch Payments

9 - Other Billing Tasks

10 - Sending Remittances

11 - Purchases Reporting

1 - Products & Services Screen

2 - Adding Services

3 - Adding Untracked Products

4 - Adding Tracked Products

1 - Fixed Assets Settings

2 - Adding Assets from Bank Transactions

3 - Adding Assets from Spend Money

4 - Adding Assets from Bills

5 - Depreciation