Content Provider
Tdc
Sponsored by
Synderlogo
Handout Materials
Presentation Slides
Additional Materials
Snyder Promotional Handout
Webinar Technical FAQs
Free cpe webinars
Mastering the Xero Bank Feed

MASTERING THE XERO BANK FEED

Cost Free
Presentation Length 1.5 hours

Recorded DateJune 7, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Bank feeds are the heart of Xero. Master the ins and outs of the Xero bank feed and learn about integrated apps that make the process automatic and straightforward in this informative webinar. 

Attendees will learn the basics of setting up a bank feed, ensuring it is in balance with the bank, making corrections, importing statements, and reconciling transactions and bank statements. Jay Kimelman, Founder and CEO of The Digital CPA, will also share his secrets to building efficiency utilizing the Xero bank feed.

Learning Objectives:


  • Present how to effectively set up bank feeds in Xero

  • Determine if your bank feed is in balance with the bank and how to correct if any are out of balance

  • Determine when it is more efficient to import a bank statement versus a bank feed

  • Recognize when to use bank rules and how to set up rules effectively 

  • Identify banking options that remove friction for the business owner and the accounting professional

  • Evaluate when to use automation to build efficiency in your bank transaction reconciliation

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Jay Kimelman, CPA, CITP

The Digital CPA
Founder and Chief Accounting Officer
[email protected]
407-900-6713

Tdc

Jay is the Founder and Chief Accounting Officer of The Digital CPA and has been a CFO, a CIO, and a business owner of his manufacturing firm. To survive and thrive, businesses must master the back office, and Jay believes Xero is the vehicle to make that happen. Every day, Jay is instrumental in adding value and simplicity to the lives of business owners through streamlining processes, illuminating cash flow, and integrating their technology to prevent unnecessary data entry and busywork. Jay's passion going forward is to help other CPA firms utilize Xero technology to help themselves and their clients do beautiful business!

About Our Sponsor

Synderlogo
Synder believes that technology can help businesses manage their finances better, smarter, and faster than ever before. Synder also believes that we can help you shine by giving you the tools needed to help you and your clients avoid spending precious time on manual tasks, reconciliation and inventory management challenges, freeing up time that could be better invested in growing relationships with clients. So many small business owners don’t have a good understanding of their numbers. Synder helps you know the numbers that tell the story of their businesses. Whether that business is e-commerce, retail or SaaS. Knowing this story will allow you to advise your clients more efficiently, which means they can make more money and save time.