PRACTICAL FINANCE GUIDES

Plain-English guides to Xero and Excel finance work.

Short, practical guides for business owners, bookkeepers and accountants who use Xero and Excel. Each guide explains a common finance task in everyday language, with a worked example, so you can do it well—whatever software you use.

Accounting information passing through a controlled process into an Excel result that can be checked and refreshed again

Xero and Excel

How to set up a Xero report in Excel once and reuse it every month

Stop rebuilding the same Excel report from Xero every month. Learn how to set it up once so the next report takes minutes rather than hours.

Who it is for
Business owners, bookkeepers and finance teams
Reading time
7-minute read
Read the practical guide
A finance professional checking unusual balances and supporting documents before an outside review

Keeping good records

Are your Xero records ready for a bank, auditor or buyer?

A simple monthly routine to keep your books clean, so a loan application, audit or business sale does not become a last-minute scramble.

Who it is for
Business owners, bookkeepers and accountants
Reading time
8-minute read
Read the practical guide
Transactions between related companies being matched and removed from a combined group report while the source records remain unchanged

Multi-company reporting

Intercompany eliminations explained for multi-company reporting

When your companies trade with each other, adding their reports together double-counts internal activity. This guide uses real numbers to show how to remove it from the group report.

Who it is for
Owners, finance teams and accountants with related companies
Reading time
9-minute read
Read the practical guide