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Content provided by Serena Shoup, CPA, Serena Shoup, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serena Shoup, CPA, Serena Shoup, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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185 ⎸ Correcting Bank Balances in Xero

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Manage episode 464657670 series 3357763
Content provided by Serena Shoup, CPA, Serena Shoup, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serena Shoup, CPA, Serena Shoup, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Send us a text

In this video I’m demonstrating how to adjust bank balances when you’re cleaning up a Xero bank reconciliation. We’ll cover:

  • spend money transactions
  • receive money transactions
  • manually reconciling transactions
  • conversion balances (adjusting the beginning balance)

Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba

Become a Bookkeeper using Xero: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)

Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist

Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard

Don’t want to manage your own books in Xero?

Become a Client: ofcoursebookkeeping.com/contact

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Podcast Publishing Tools we use:

  continue reading

212 episodes

Artwork
iconShare
 
Manage episode 464657670 series 3357763
Content provided by Serena Shoup, CPA, Serena Shoup, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serena Shoup, CPA, Serena Shoup, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Send us a text

In this video I’m demonstrating how to adjust bank balances when you’re cleaning up a Xero bank reconciliation. We’ll cover:

  • spend money transactions
  • receive money transactions
  • manually reconciling transactions
  • conversion balances (adjusting the beginning balance)

Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba

Become a Bookkeeper using Xero: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)

Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist

Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard

Don’t want to manage your own books in Xero?

Become a Client: ofcoursebookkeeping.com/contact

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Podcast Publishing Tools we use:

  continue reading

212 episodes

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