Xero Updates

Xero mention · January 25, 2019

The Best Accounting Software in 2019

Accounting is a taboo word in some offices. And it makes sense why: We think of financial management as a complex beast. But as the days of paper ledgers and clunky spreadsheets fade away, things are changing. Accounting software simplifies the whole process. It often links directly to your business...read more
Xero mention · January 3, 2019

The Best Accounting Software for Freelancers in 2019

When you envisioned what it would be like to work as a freelancer, you probably imagined days spent writing, coding, designing, or doing something else that you love. You certainly didn't daydream about scanning receipts, logging expenses, sending invoices, and filing your taxes. But those tasks are an inevitable...read more
Xero mention · January 1, 2019

The Best Invoicing Software: 19 Apps to Get Paid for Your Work

You've already found clients, put in the hours, and completed the work. Now it's time to get paid. Invoicing should be the easiest part of your process, but creating and sending an invoice can be a time suck—and one you're not getting paid for. Invoicing software...read more
Xero mention · August 7, 2018

Accounting Software Showdown: FreshBooks vs. QuickBooks vs. Xero

Almost half of small business owners despise bookkeeping. It's time-consuming, doesn't bring in money, and requires headache-inducing calculations. But it's necessary. Online accounting software helps—but choosing the right software can be difficult. How do you know which features and benefits you need? Which price structure best...read more
Xero update · May 18, 2018

New for Our Xero Integration: Find Contacts and Add More Details

Need more details about a Xero contact, perhaps to send them a letter or update their contact profile? Zapier’s new Xero Find Contact action can find the full details about any of your contacts. You can now also update contacts to add multiple addresses and phone numbers, complete with...read more
Xero mention · December 20, 2017

A Small Legal Team Gets by Without Administrative Staff

If there's one lesson to take away from Marvel's Daredevil, it's that running a law firm, Nelson and Murdock, Attorneys at Law, with next to no administrative staff is hard work. That and dressing up as a vigilante to protect Hell's Kitchen will impact your career...read more
Xero mention · December 12, 2017

The Zapier Guide to Line Items

e pluribus unum. The timeworn phrase that graces most US banknotes—Latin for "Out of many, one"—was intended to represent the United States being one nation of many states, could easily have a double meaning. After all, so often when you open your wallet to pay a receipt or...read more
Xero update · December 28, 2016

Updates for Xero: Create Invoices with More Details

What's New with Xero One of the most popular uses of our Xero-Zapier integration is the ability to automate invoices from actions in other apps and to map information from one tool to Xero. With this new update, you can more accurately map the fields for item codes and...read more
Xero update · August 17, 2016

New to Xero: Organize Your Accounting Records with Bills and Sales Invoices

Bring order to your accounting records by separating bills (what you owe) from sales invoices (what is owed to you). Our Xero integration now supports bills and sales invoices, so you can trigger Zaps when they're created, or use Zapier to create them automatically. That way, your accounting records...read more
David Chang
Written by David ChangLast updated May 18, 2018

As exciting as it can be to run your own business, managing the cash flow and balancing the books are often painful. Accounting is a complicated, tedious task, filled with all sorts of unfamiliar terms. You want to find accounting software that makes the task simpler, so that you have more time to focus on your business. Xero is one such option.

Xero is a cloud-based accounting system designed for small and growing businesses. With plans from $20/month and an interface similar to other web apps you likely already use, it's easy to pick up Xero without breaking your startup's budget or sinking too much time into bookkeeping.

Xero's well designed dashboard presents a clear overview of your financial status. It shows cash flow, listing incoming funds and outgoing expenses in charts. Bank balances, outstanding invoices, upcoming bills, expenses, and other financial information appear here as well. The dashboard strikes a balance between showing you the info you need and not overwhelming you with too much. When you're not at your desk, Xero's mobile apps let you keep an eye on your business's finances by showing similar data summaries.

Manually entering transactions is one of the most time consuming parts of accounting, so Xero simplifies it. You can automatically import bank and credit card transactions into Xero's database by connecting the app to your financial accounts. Once loaded, Xero matches them to their corresponding accounting transactions. You can also import statements manually from other accounts by uploading supported files (such as CSV, OFX, QBO, QFX, QIF) to your Xero account. When it can't figure out how to reconcile something on its own, Xero makes it easy for you to review and confirm the correct details. You can also create custom rules to reconcile more complex transactions, such as partial invoice payments. A fast cash coding feature lets you import and automatically classify and reconcile transactions in bulk from other systems.

If you need to send out invoices, you can pick one of Xero's templates and customize it by uploading your logo, changing the typefaces, and adding titles, tax, currency conversion, and so forth. Your invoices can include a direct payment option via credit card or PayPal so that customers can send you funds immediately upon receipt of their invoices with just a few clicks. Xero lets you customize and save as many invoice templates as you need for different customers.

Xero also has automatic payment reminders and invoicing notifications to keep you and your customers aware of every outstanding payment. If your customers are based in other countries with different currencies, Xero will automatically convert the invoice amount to your default currency, with rates updated hourly.

Xero also offers payroll features, including options for managing tax deductions in 36 U.S. states.

Your business is likely already using other tools to organize contacts, manage inventory, track time, and more. Xero gives you the ability to integrate with many other popular business apps.

Dozens of options exist among accounting software solutions. Xero is different because it combine pleasing aesthetics, ease of use, and great functionality. It can automatically manage your business's books, by paying employees, sending out invoices, and tracking your expenses and revenue, letting you focus on running the other aspects of your business.

Have any feedback on this overview, or something we should change? Let us know!

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Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

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