ABE.jpg

USING EXCEL TO AUTOMATE PROCESS IN XERO AND QBO?

YES YOU CAN

Despite all the predictions of its imminent demise. Excel is still the best and most flexible tool used in the accounting industry. The arrival of cloud accounting software has increased its usefulness by automating mostly manual processes using two-way syncing with Xero and QuickBooks Online.

  • Discover the massive productivity gains that Excel can bring to any modern firm

  • Find out the fastest way to set up a new client in Xero or QuickBooks Online

  • Learn how to post journals into cloud accounting software from spreadsheets

  • Refresh the pivot table with data from Xero to enable the slicers such as tracking categories for a smart P&L - suitable for single organisations and for consolidation of a group of companies.

Complete the form below to download the presentation that Lance gave at the recent Accounting Business Expo (March 2019).