Bookkeeping Tutor

🥁 New video is up: Xero Homepage: What Changed and What Deserves Your Attention on the New Dashboard

If you’ve logged into Xero recently and thought, “This looks different… where should I even look first?”, this video is for you.

I walk through the new Xero homepage and explain what actually changed, what stayed the same, and which areas deserve your attention day to day. No hype, no overwhelm. Just clarity.

👉 Watch it here: https://youtu.be/hjHa3z2DHNA

1 day ago | [YT] | 1

Bookkeeping Tutor

💡 Quick Xero tip

Adding a bank account in Xero and activating the bank feed are two separate steps.
You can have a bank account created in Xero even if the bank feed is not active yet.

Once the feed is active, transactions will start flowing in automatically and you are ready to reconcile.

2 days ago | [YT] | 1

Bookkeeping Tutor

🎥 New video is live

Xero Bank Accounts Explained: Add and connect business bank account - step by step guide

In this tutorial, I show you how to add a business bank account in Xero and connect the automatic bank feed, explained step by step.

If you are new to Xero or setting up a fresh file, this is a key foundation video.

Watch it here 👉 https://youtu.be/ZYFzvzcFuyI

1 week ago | [YT] | 0

Bookkeeping Tutor

One thing I have noticed over the years is that missing bank transactions cause more stress than they should.
Most of the time, it is just a feed issue or setup delay. So patience is the keyword to avoid stress and duplicate transactions.

And if the transactions are really missed from the bank feed, it's really easy to import the missing statements.

If you have not watched it yet, my video How to import bank statements into Xero walks through exactly when manual imports make sense and how to do them safely.
👉 Watch here: https://youtu.be/DBF0SFkks_Y

1 week ago | [YT] | 0

Bookkeeping Tutor

Here is a quick time-saving tip from my latest video that you can use in Xero today!

Did you know you can use simple "shortcuts" in the due date field? Instead of clicking through the calendar, try these:

Type +7 and hit tab to set the due date for one week away.

Type +14 for two weeks.

Type +0 if the invoice is due immediately.

It is a tiny habit, but it makes your weekly bookkeeping feel much smoother and faster.

Oh .. and this works for both invoices and bills.

Have you tried using any keyboard shortcuts in Xero yet?

1 week ago | [YT] | 1

Bookkeeping Tutor

Hey, my friends,

Have you just subscribed to Xero and felt a little stuck on where to actually start? I know that first step can feel a bit daunting when you just want to get your work done.

🎉 I have just uploaded a new video: Invoicing in Xero - how to create and send your first invoice.

In this tutorial, we focus on the pure essentials you need to get paid. It is designed specifically for those of you who are new to Xero and want a process that just works.

I would love to know if this helps your first week with Xero feel a bit easier!

You can watch it here: https://youtu.be/v1x9uzA_42A

2 weeks ago | [YT] | 1

Bookkeeping Tutor

Hey, my friends,

🎉 I’ve just uploaded a new Xero tutorial video about how to import a bank statement manually into Xero.

This is a must-known skill to ensure no transactions are missed and the financial data is accurate in Xero. If you are learning bookkeeping or managing your own accounts, this will save you a lot of confusion later on.

You can watch the video here 👉 https://youtu.be/DBF0SFkks_Y

Talk soon, Kristy

2 weeks ago | [YT] | 1

Bookkeeping Tutor

Hey, my friends,

I quickly wanted to reflect on this week's video:

Invoice reminders are not about being pushy. They are about being consistent.

The best things (and why you should set up in not already)
a) you can send reminders before an invoice is due, not just when it is overdue
b) the email includes a payment link so customers can pay straight away

Let me know your experience with the automatic invoice reminders.

2 weeks ago | [YT] | 1

Bookkeeping Tutor

Hey, my friends,

🎉 I’ve just uploaded a new Xero tutorial video about invoice reminder feature.

It's pretty straightforward and easy process that will lead to better cash flow and less aged receivables.

You can watch the video here 👉 https://youtu.be/N6Xn5QVo1rw


(or click through from the channel)

See you soon, Kristy

3 weeks ago | [YT] | 1

Bookkeeping Tutor

Hey, my friends,

I'm still uncertain about the role AI will play in bookkeeping/accounting in the short term.

While AI typically manages basic Xero transactions and theoretical bookkeeping effectively, it struggles - in my opinion - with the complex transactions and the nuanced, non-standard, business-specific cases.

What I do know is that we must stay updated with technological advancements and be willing to experiment with them.

In what areas of bookkeeping and accounting do you use AI? Are there certain tasks where it has made a noticeable difference?

3 weeks ago | [YT] | 3