Bookkeeping


January 13, 2025by tzareg960

All firms listed in the directory have staff members trained in Xero and eight or more clients on Xero. Avid finance writer translating complex financial concepts into insightful and accessible content.

You must have at least two years of full-time work experience, or the equivalent in part-time or freelance bookkeeping work. You’ll need some training and certification to become a professional bookkeeper. See how to get listed in the Xero advisor directory and how to make the most of the opportunity.

  • As such, they’ll be able to offer a better service to clients seeking advisors proficient in Xero, and ultimately add to the existing services provided by the firm.
  • Interested in becoming #XeroCertified to make sure you’re getting the most out of Xero?
  • Xero certification can be completed through online courses, a live webinar or a fast-track Xero advisor certification.
  • Complete courses or attend webinars to gain certifications and recognise your knowledge of Xero’s products.
  • As you embark on this journey, remember that each step you take is a building block for your success in the dynamic world of financial technology.
  • Collaborate with your peers, support your clients and boost your practice.

Accounting software

At Finanshels, we’re here to support your growth and celebrate your achievements, every step of the way. Together, let’s embrace the future of finance with confidence and expertise. Software will improve your efficiency and reporting capabilities xero certified bookkeeper so many clients will expect you to use it. If you plan to learn a particular software package, find one that provides good learning resources and certification. Courses are available through technical institutes, polytechnics, colleges and universities. Complete courses or attend webinars to gain certifications and recognise your knowledge of Xero’s products.

If you’re already one of our #XeroCertified partners, you will receive an invitation to the first quarterly product update for 2022. Remember, you need to complete all four updates for the year to maintain your Advisor certification. In a world where efficiency, accuracy, and security are paramount, Xero certification equips bookkeepers with the skills needed to excel. Gaining a Xero advisor certification will give you valuable skills that allow you to offer Xero services to clients.

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Once certified, you’ll receive an official certificate to show your clients that when you say you’re an expert in Xero – you really mean it! To maintain your certification, you’ll need to complete the four quarterly product updates each year. Passing the Xero certification exam is a milestone, but the journey doesn’t end there. The world of finance and technology is constantly changing, and maintaining your certification requires an ongoing commitment to learning. Xero offers continuous updates and advanced training sessions to ensure that certified bookkeepers remain at the forefront of accounting innovation. At Finanshels, we understand that the journey to becoming a Xero certified bookkeeper is both a personal and professional endeavor.

Looking to the future, Xero certification will continue to evolve to make sure our partners are getting the best education possible. In response to your feedback last year, we’ve already implemented some exciting changes to the live product update webinars for this year. Our webinars will now include tips specifically for our partners to get the most out of Xero, chances to win spot prizes as well as guest appearances from Xero leaders.

Learning the technology side

An accountant and bookkeeper who is a Xero certified advisor will be properly educated on the Xero platform and able to perform Xero services efficiently and effectively. As such, they’ll be able to offer a better service to clients seeking advisors proficient in Xero, and ultimately add to the existing services provided by the firm. Those who complete the course will also be awarded an official certificate that can be promoted by both the individual and the firm.

We encourage aspiring bookkeepers to view this certification not just as a career milestone but as a step towards shaping the future of accounting. With the right tools, resources, and support, achieving Xero certification is within your reach. The journey to Xero certification involves a commitment to learning and professional growth. It starts with engaging in Xero’s comprehensive learning modules, tailored to accommodate varying levels of experience and expertise. These modules cover everything from the basics of navigating the Xero dashboard to mastering advanced financial reporting techniques.

Interested in becoming #XeroCertified to make sure you’re getting the most out of Xero? Join the 100,000+ #XeroCertified individuals globally and start your learning experience to certification here. You should consult your own professional advisors for advice directly relating to your business or before taking action in relation to any of the content provided. The American Institute of Professional Bookkeepers (AIPB) offers anyone the ability to become a Certified Bookkeeper (CB) by passing a certification exam.

The path to becoming a Xero certified bookkeeper is an investment in your professional future. It opens doors to new opportunities, enhances your credibility, and positions you as a leader in the field of bookkeeping. As you embark on this journey, remember that each step you take is a building block for your success in the dynamic world of financial technology.

If you’re not yet #XeroCertified but want to upskill in 2022, read on to find out more about Xero’s Advisor Certification and hear from fellow Xero partners on how it’s been useful for them. A guide to help you work through the big decisions around starting a bookkeeping business. Some people get their first bookkeeping role with a high school qualification, then learn everything else on the job.

Running a business is hard enough — don’t let bookkeeping slow you down. Trust Finanshels to keep your finances in perfect order, so you can focus on building your success without worry. You don’t need accounting qualifications but some level of knowledge can’t hurt, especially when you’re often the messenger between the business owner and their accountant. Collaborate with your peers, support your clients and boost your practice. Gain your Xero certification online with education and training that will help you advise your business clients.

This blog post sheds light on the journey to becoming a Xero certified bookkeeper, a credential that signifies proficiency in one of the most influential accounting software solutions in the industry. Our product and technology teams are constantly making improvements in Xero, implementing changes to give our customers an even better experience. The #XeroCertified quarterly product update webinars inform you of key product changes, help you work efficiently with Xero products and support your clients more effectively.

Your accountant or bookkeeper can be a valued business advisor so check what to look for when you choose one. Xero partner Georgia Goodman from Leech & Partners has been #XeroCertified for seven years. “For me, being #XeroCertified means we’ve put in the time to educate ourselves on Xero. Work through the big decisions around accreditation, services to offer, fees to charge, and how to find clients. As an extra tip, look for software that is commonly used by the types of clients you want to work with. Xero champions are firms whose team members have completed the most Xero training and who are growing fast.



October 8, 2024by tzareg960

1% cash back is credited instantly following purchase with no maximum spend. ATM transactions, the purchase of money orders or cash equivalents, and account funding made with your debit card are not eligible for cash back. The Baselane Visa Debit Card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted. FDIC insurance is available for funds on deposit through Thread Bank, Member FDIC. Maxwell didn’t renew the lease contract with Gladstone, which makes the latter liable for returning the security deposit.

  • When a tenant holds a security deposit as part of a lease agreement, it is considered an asset on the tenant’s balance sheet and a liability on the landlord’s balance sheet.
  • A security deposit is the amount of cash that tenants pay to the landlord as security during the rental agreement.
  • In this section, we only talk about the non-refundable deposit when the deposit will be used to settle the rental expense at the end of the lease term.
  • In accounting, a security deposit is not typically considered an immediate asset for the landlord.
  • They need to make journal entry by debiting rental expenses and credit security deposits.
  • At the end of the rental contract, Company need to inspect the property if there is any damage that requires the lessee to repair or compensate.
  • Accurate tracking of these deposits helps forecast cash flows and manage supplier relationships efficiently.

Journal Entries for Deposits

Their classification as liabilities impacts the balance sheet by inflating the liabilities section, which could skew financial ratios such as the current ratio or debt-to-equity ratio. These metrics are essential for investors and creditors assessing a company’s liquidity and financial stability. Explore effective strategies for managing security deposits and their influence on financial reporting and business practices. When accounting for a security deposit, the journal entry must be recorded accordingly. When the company receives the security deposit, they have to record cash received and liability on the balance sheet. To illustrate, recall that when the Smith Family moved into their rental home in Texas they paid a security deposit of $2,000.

Accurate Security Deposit Accounting With Baselane

In these cases, it becomes crucial for the lessor to have some certainty about compensation. Therefore, lessors charge a security deposit before they physically transfer the asset to the lessee. Usually, this security deposit is a refundable amount that the lessee agrees to place with the accounts payable job description lessor before taking possession of the asset.

Initial Recognition and Measurement

Security deposits are similar to prepayments or advances; tenants pay the supplier when signing a lease agreement. Generally, if the agreement is longer than 12 months, the security deposit will be classified performance as a non-current asset. In some cases, these lease contracts may require the lessee to pay this amount. After we check the accounting treatment of security deposit in the lessee book, now let take a look at the lessor’s book.

Accounting Depends on the Repayment Term

The initial recognition and measurement of deposits are fundamental to financial reporting. This step dictates how deposits are recorded and valued, ensuring financial statements reflect an organization’s financial position. For security deposits, the first step involves identifying the transaction leading to the deposit. Firms must determine whether to classify it as a liability or an asset, depending on the deposit’s nature, in accordance with applicable accounting standards.

  • The distinction between refundable and non-refundable deposits is pivotal in financial reporting.
  • Similarly, the company must pay three months’ rent in advance at the commencement of the contract.
  • The deposit is not refundable, it will be used to settle the last 3 months if both parties do not wish to renew the contract.
  • Security deposits are integral to financial transactions, offering protection for property owners and assurance for tenants or lessees.
  • In essence, however, most lease contracts are the same due to the same features.
  • To conclude, the refund journal entry for the security deposit is basically the reversal of the journal entry when the security deposit was first made.
  • Generally, it is the equivalent of one month’s rent, but it can be higher depending on the landlord.

In many regions, landlords or lessors must place deposits in interest-bearing accounts. When it comes time for a company to get a security deposit back or to refund it to a customer, the balance sheet accounting is fairly simple. When the deposit is an asset the company collects its $1,000 and adds it to its cash balance, then erases the $1,000 deposit asset. The total value of assets stays the same, so the balance sheet remains balanced.

Consequently the amount is recorded as a security deposit liability on the balance sheet. From an accounting perspective, forfeiture involves reclassifying the deposit from a liability to income, reflecting the landlord’s right to retain the funds. This requires detailed documentation to ensure the forfeiture aligns with legal and contractual obligations. Accounting standards like GAAP guide the recognition of income from forfeited deposits, emphasizing accuracy and transparency in financial reporting.

When received, they are recorded as a liability on the balance sheet, reflecting the obligation to return the deposit at the end of the agreement. When accounting for security deposits, it is important to record the transaction in the books of the business. This can be done with a journal entry, crediting the security deposit liability account and debiting the cash account. When a security deposit is returned to a tenant, the funds are paid from the bank account used to hold the security deposit. For example, assume the Smith Family pays their landlord a $2,000 security deposit for their single-family rental home in Texas.

When the Smiths moved out, they accidentally broke a window, and the quote received by the landlord to repair the broken glass was $250. However, landlords take care to treat every prospective tenant equally when setting the security deposit amount, to how to calculate accrued payroll avoid violating state and federal fair housing laws. All rental accounting software works a little bit differently for security deposit accounting. Security deposits that are meant to be returned to tenants are not treated as rental income, with a couple of exceptions. Only deductions used for repairs or unpaid bills are recorded as expenses in a Schedule E.

If the contract completes, ABC company will reverse the journal entry by crediting cash and debiting the security deposit liability for the same amount. When a business places a security deposit – that is, it gives someone else money to hold against possible future charges – the deposit is listed as an asset on its balance sheet. It might be entered as something like “Security Deposits Receivable.” Say the company placed a $1,000 security deposit when it rented a piece of equipment. Although that money is not in the company’s hands, it still expects to get the money back when it returns the equipment. The deposit is therefore an item with future economic value to the company, the accounting definition of an asset.

In some circumstances, this payment will also include a month’s rent in advance. Therefore, the lessee must separate this amount from the security deposit. Once done, they can record the security deposit using the following journal entries. On 01 Jan 202X, the company receive a cash deposit from Mr. B. We cannot record revenue as it is the security deposit. The security deposit will be used to settle any damage or the last 4 months’ rental fee. Assume there is no damage to lease property at the end of the lease depreciation strategies under the new tax law term.

Customer deposits involve advance payments for goods or services to be delivered in the future, creating an obligation for the company. They are recognized as liabilities on the balance sheet until the obligation is satisfied. For example, a deposit for a custom order is recorded as a liability until the product is manufactured and delivered. According to ASC 606, these deposits are part of the revenue recognition standard, where revenue is recognized when the performance obligation is fulfilled.



July 4, 2024by tzareg960

You must file this tax if you paid wages of at least $1,500 to any employee during the calendar year or if you had an employee work anytime for 20 or more weeks. Every new employee must complete a form W-4, Employee Withholding Certificate, prior to or on their first day of work. A W-4 is crucial so an employer can withhold the correct federal income tax from each employee’s paycheck. While a W-4 should be filed out prior to an employee’s first day, they do have the ability to edit it anytime during their employment if their financial situation changes. This is an important payroll form for small businesses, so make sure you keep track of your employee’s hours and wages. The Work Number receives data directly from employers, payroll providers, or third-party administrators that choose to use The Work Number for employment verifications.

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  • Some examples mentioned include JT4, The University of Chicago Medicine and University of Tennessee Health Science Center.
  • In the unlikely event you find an error with your data, you can start the data dispute process.
  • We conduct an investigation with your employer(s) to verify the accuracy of the info you disputed.
  • The information on this page is not an endorsement of Truv’s services by Intuit and is meant to be purely informational.
  • QuickBooks Payroll will have the updated I-9 form available in the product before the October 31, 2023, deadline.
  • Truv provides secure and automated verifications to protect employee information.

Beginning early fall, Intuit will share payroll data for Intuit payroll products with the income and employment verification service powered by The Work Number from Equifax. Yes, employment verification through Truv works for employees of Intuit and its subsidiary companies. We provide verification services for employees of Intuit including Demand Force and subsidiaries like Credit Karma. The verification process and turnaround time remain the same regardless of which part of the company the employee works for. Please note that when requesting a verification, you’ll need to ensure you have the correct legal entity name as listed on the employee’s documentation. There won’t be any additional charges from Intuit or Equifax to you or your employees for this benefit.

  • Yes, Truv provides an option to «Start a verification» directly from this website for Intuit Quickbooks Payroll employees and employees of many other organizations.
  • You can get as much or as little help as you need with QuickBooks Payroll and it is completely customizable to your business needs.
  • I see that theworknumber is an included feature with quickbooks online payroll.
  • Depending on what your business is, you may need to file additional forms, so make sure you do your research so that you don’t end up in trouble with the IRS.
  • It is a small business payroll tax form for businesses who report federal income and FICA taxes annually instead of quarterly.
  • An employer must file a W-2 for any employee they have during the calendar year, except for independent contractors.

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The employer must keep the form on file for at least four years after an employee is hired. Our team is on standby to assist you with Intuit HR Number for job, candidates and employees related matters. We will do the leg work required and share it with you for free – please use the contact us form or the comments form below.Intuit HR Number that is provided on this page is completely free. Please note that your communication provider company may charge you with accordance to your phone contract. This Intuit HR Number will connect you with a real person at the department of human resources to assist intuit employment verification you with your issue.

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Form 940 is necessary to calculate the Federal Unemployment Tax Act (FUTA) tax that your business pays throughout the year. When new information published, our team is starting the process to confirm and ensure we provide you the best Intuit HR Number details and information. Yes, Truv provides an option to «Start a verification» directly from this website for Intuit Quickbooks Payroll employees and employees of many other organizations. The information on this page is not an endorsement of Truv’s services by Intuit Quickbooks Payroll and is meant to be purely informational. We conduct an investigation with your employer(s) to verify the accuracy of the info you disputed. Yes, Truv provides an option to «Start a verification» directly from this website for Intuit employees and employees of many other organizations.

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Form 940 is used to report the FUTA taxes that your business pays throughout the year. The money that comes from this tax goes towards paying unemployment compensation. Only employers must pay a FUTA tax, so none of this tax is taken from an employee’s paycheck. An employer is obligated by law to pay unemployment taxes until a specific employee accumulates $7,000 in taxable wages for the year.

It should be filed out before you pay a contractor and should be kept on file indefinitely. Form W-9 must be filed out by any self-employer worker, such as an independent contractor, freelancer, vendor, or consultant. It requests basic information, such as the name, address, and taxpayer identification information of a taxpayer.

Intuit Quickbooks Payroll Employment Verification FAQ.

If your employer has not activated this service, you will need to reach out to your HR department. In the unlikely event you find an error with your data, you can start the data dispute process. See articles customized for your product and join our large community of QuickBooks users. The Work Number provides different types of verifications for different purposes.

An employer must file a W-2 for any employee they have during the calendar year, except for independent contractors. It is the employer’s responsibility to retain a completed copy of the form for every person who is on their payroll. The employer must hold on to the form for three years after the employee’s start date, or for one year after employment termination, whichever period lasts longer. Here, we’ll define some of the most commonly used payroll forms for small businesses.



June 20, 2024by tzareg960

Differential cost (also known as incremental cost) is the difference in cost of two alternatives. For example, if the cost of alternative A is $10,000 per year and the cost of alternative B is $8,000 per year. In addition, incremental cost only considers the cost impact of a specific decision or change, while differential cost considers the cost impact of two alternatives. Another similarity between incremental and differential costs is that they consider both direct and indirect costs.

Example of Incremental Cost

However, incremental cost refers to the additional cost related to the decision to increase output. Incremental costs are a fundamental concept in business and finance, providing valuable insights into the financial implications of various decisions and actions. When it comes to managing finances effectively, understanding incremental cost can make a significant difference. Incremental cost, also known as the marginal or differential cost, refers to the additional cost a business incurs when producing or selling an additional unit of a product or service. It is a crucial concept for decision-makers, allowing them to evaluate the profitability of specific actions and make informed choices that contribute to the financial success of their business. Cost accounting is a critical aspect of financial management in any business.

Calculating Incremental Cost

In addition, incremental and differential costs are used in short-term and long-term decision-making. Incremental cost is used in short-term decision-making, such as production decisions, while differential cost is used in long-term decision-making, such as investment decisions. In addition, incremental cost can also be used to compare alternative courses of action. In that case, the incremental cost of outsourcing can be compared to the cost of producing the process in-house to determine the most cost-effective option. In addition, it’s important to note that incremental costs are used in short-term decision-making, while differential costs are used in long-term decision-making.

The separation of fixed costs and variable costs and determination of raw material and labor costs also differs from organization to organization. Another difference between incremental and differential costs is the nonprofit bylaws best practices type of decisions they are used in. Incremental cost is used in decisions such as production decisions, where the focus is on the decision’s immediate impact.

Where Are Incremental Costs Relevant?

Economies of scale occur when increasing production leads to lower costs since the costs are spread out over a larger number of goods being produced. The fixed costs don’t usually change when incremental costs are added, meaning the cost of the equipment doesn’t fluctuate with production volumes. An incremental cost is the difference what is a check register in total costs as the result of a change in some activity. Incremental costs are also referred to as the differential costs and they may be the relevant costs for certain short run decisions involving two alternatives.

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When the company wants to expand its production capacity, the management may lower the selling price to increase sales. The company reduces the selling price up to a point where the company will still earn a profit and meet the production costs. Incremental cost focuses on the change in cost due to a specific decision or change and is used in short-term decision-making. Differential cost focuses on the difference in cost between two alternatives and is used in long-term decision-making. By calculating the differential cost, the company can determine the most cost-effective option and make informed decisions about outsourcing.

  • It is usually calculated when the company produces enough output to cover fixed costs, and production is past the breakeven point where all costs going forward are variable.
  • A Statement of Differential Cost and Revenue is prepared to perform differential costing.
  • Management must look at these incremental costs and compare them to the additional revenue before it decides to start producing the new product.
  • Economies of scale occur when increasing production leads to lower costs since the costs are spread out over a larger number of goods being produced.
  • It considers the long-term impact of a decision and provides valuable information for companies making decisions about investments, capital expenditures, and other long-term initiatives.
  • The reason for the relatively small incremental cost per unit is due to the cost behavior of certain costs.
  • Understanding differential cost is essential for effective cost management and maximizing profitability.
  • Both concepts have strengths and weaknesses, and it’s essential to understand when to use each.
  • Prepare differential cost analysis to ascertain acceptance or rejection of the order.
  • Differential cost, on the other hand, is used in decisions such as investment decisions, where the focus is on the decision’s long-term impact.
  • The company might also consider factors like quality control, speed of production, the reliability of the third-party manufacturer, and more.
  • The former is defined as a future cost that differs from one alternative to another, while the latter represents an increase in cost of one alternative over the cost of another.
  • For example, if a company is considering outsourcing a process, the differential cost is the difference in cost between outsourcing the process and producing it in-house.

An example is when a company purchases a machine that becomes obsolete within a short period of time, and the products produced by the machine can no longer be sold to customers. This means that incremental cost may not provide the complete picture of the cost impact of a decision. In contrast, differential cost provides a comprehensive comparison of the cost impact of two alternatives. Understanding these concepts and their use in decision-making is essential for effective cost management and maximizing profitability. Differential cost is a term used in cost accounting to describe the difference in cost between two alternatives. It determines which alternative is the most cost-effective and is a critical concept for decision-making in any business.

Factors Influencing Production Design

For example, consider a company that produces a product and wants to determine the incremental cost of producing one additional unit. The incremental cost of producing one additional unit is the additional cost required to produce that unit, such as the cost of raw materials and labor. Since incremental costs are the costs of manufacturing one more unit, the costs would not be incurred if production didn’t increase. Incremental costs are usually lower than a unit average cost to produce incremental costs. Incremental costs are always composed of variable costs, which are the costs that fluctuate with production volumes. The long-run incremental cost for lithium, nickel, cobalt, and graphite as critical raw materials for making electric vehicles are a good example.

Producing the products, however, might bring incremental costs because of the downsizing. The management must look at the additional cost of producing the products under one roof. This could mean more deliveries from vendors or even more training costs for employees. Differential costs are the increase or decrease in total costs that result from producing additional or fewer units or from the adoption of an alternative course of action. For example, suppose a company is considering whether to keep manufacturing a product in-house or to outsource production to a third party. The differential cost would be the difference between the cost of producing asset turnover ratio formula real-word examples and interpretation the product in-house and the cost of outsourcing production.



April 26, 2024by tzareg960

Xero doesn’t have a support phone number and doesn’t charge customers for support.Find out how to keep your Xero account safe. When you’re looking for answers, start by searching support articles in Xero Central. With Xero you get free online support 24/7 from our customer support team. When you’re looking for answers, start by searching the support articles in Xero Central. If you still have questions, use the Contact Xero Support button at the bottom of any article to raise a case. That specialises only in getting small business starts up going on Xero on the phone, can help with payroll and you will be tax compliant because they are registered for tax compliancy.

With Xero you get free, unlimited support 24/7 from our customer support team. When you’re looking for answers, start by searching the support articles in Xero Central. But anyone or any website claiming to be the official Xero support channel and charging for support is acting fraudulently. You can provide your phone number and ask us to contact you if needed. Just let us know the preferred time to call, and which country you’re in. But if you come across a customer support phone number on the web that claims to be the official Xero support number, it’s a scam, and they may try to charge you for help if you call it.

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And as long as you keep sharing it with your friends and loved ones, we’ll keep doing it. GetHuman provides tools and information to over 50 million customers per year in effort to make customer service easier and faster. CRM and the Xero contact, enabling continuous and efficient sales workflow from the first enquiry to invoice creation – all in Act! With the power of Constant Contact, you can export your Xero contacts lists and market to the targeted audiences directly. Adding a new contact in Xero is as simple as entering a name on a transaction – but contacts can be so much more useful.

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Xero provides free and unlimited online support, 24 hours a day, seven days a week, as part of your Xero subscription. The first port of call for getting support with any of Xero’s business or practice products is Xero Central, where you’ll find online help, online learning, and discussions. Xero support provides free and unlimited online support as part of your Xero subscription. We don’t offer inbound phone support so we don’t have a telephone number you can call, but we do make calls to help you when needed. Just go to Xero Central and, if the support articles don’t answer your question, you can get in touch with details and ask us to phone you. You can provide your phone number, or we’ll ask for it if talking to you direct will help.

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This ensures your conversations and any sensitive information you share are kept private and secure, just as your Xero data is. If there’s an outage or you have problems logging in, you are still able to contact us via the Can’t log in to Xero article or via the Xero status page. Since 26 Jan 2019 (25 Jan in the US), the new secure and more beautiful way to contact Xero support has been via Xero Central. You can get there by clicking the help icon in your Xero product, or by going directly to Xero Central from any device.

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  • Find out more about working at Xero or send an email to and someone from the talent team will get in touch.
  • In this guide, we will be showing you how you can contact Xero Support directly and get your questions answered by the Xero team.
  • You can also see which support specialist is looking after your enquiry – along with their photo and a few details about them so you know who you’re talking to.
  • Read our FAQs and knowledge-base, raise a support ticket, ask a question or share your idea at our Support Centre.
  • If you still have unanswered questions about Xero support, read this article on Xero Central.

That includes from Xero business edition, Xero Expenses, Xero Payroll, Xero Projects and Xero HQ. Join our team of the world’s best thinkers, creators and educators who are changing the way small business is done globally. Find out more about working at Xero or send an email to and someone from the talent team will get in touch. If you need support with any of Xero’s business or practice products, we’re here to help. Read our FAQs and knowledge-base, raise a support ticket, ask a question or share your idea at our Support Centre. My cases in Xero Central is a one-to-one conversation between you and Xero.

But if you need to share the details you can share your case with other users from the organisation linked to the case. If you have more than one business on Xero, you’ll be asked to confirm the business your question relates to, making it faster for us to get back to you. After your case is resolved – we’ll ask you for feedback, and please do let us know how you rate your experience. We’re constantly evolving and looking at how we can improve, so we appreciate it when you tell us what’s going well, and what could be better next time. Got a question about signing up, using our product, careers, or a general enquiry? In the Xero Community you can swap ideas, discuss new tech, get help with problems and share tips with fellow customers and partners.

Whether online or in-person, get paid quickly and securely with a variety of hardware and software to process credit cards, Apple Pay, and Android Pay, including touch-free options. Mainly the invoices that are created in Xero by the integration don’t always match the deposits. Sometimes it’s due to having to match several days’ deposits to the one invoice, which is fine, but every month I have issues where they don’t match, for no discernible reason. Sometimes, the invoice in Xero is for a day’s sales minus a refund from two weeks after the invoice date (and it’s not in the deposit record for the day). Then, if you still have questions, click the Get in Touch button at the bottom of any support article and we’ll get back to you as soon as we can by email. Just let us know the preferred time to call, and where you’re located.

Just let us know the preferred time to call and where you’re located. I need to add the contact mobile number to my jobsheet/invoices, but can only pick up the telephone number. The mobile is usually the best contact number for my clients, but I can’t print it on the delivery instructions of my invoices. On my custom sales invoice, how do I add the customer’s phone number?

If you are still unable to resolve your query with the resources provided, scroll to the bottom of the page and click on the “I still need help” button. If you’re used to emailing us when you need help, you will now receive a reply asking you to log in with your Xero credentials and raise a case in Xero Central. We know that when you have a question about Xero, you want a helpful answer quickly so that you can get back to work. Find the address and location of our offices in cities and countries around the world. Access Xero features for 30 days, then decide which plan best suits your business.

You can also get help by clicking the question mark in the top right corner inside Xero. It knows what page you’re on in the product and uses machine learning to tell what other customers commonly need help with in that contact xero support exact spot – and what support articles they found useful. Use Constant Contact with your Xero sales data to create targeted marketing campaigns and grow your business. Expert coaches are always on hand with product support and marketing advice. Every account comes with great-looking email templates that are mobile- responsive and can be easily customized to match your brand. With list management tools, you can grow your email list and easily sync contacts with apps and integrations.

When you have a question about Xero, the first place to head to is Xero Central. Simply type your question into the search bar and you’ll see a number of articles come up based on what the search engine knows about you from your Xero account. You told us how important it was to know when to expect a response from our customer experience team, so we provide a real-time estimate of when we’ll be able to get back to you.

Our customer experience team is based in eight offices around the globe, meaning we can provide support 24/7. So if you’re raising a case late one evening from Australia, don’t be surprised to hear a British accent on the phone – they’re answering your query during UK office hours. These support articles are updated and optimised every day by our team of professional writers, and we add new articles for new product features or ‘trending’ issues. So if you think you’ve read one before, take another look because it may have changed.