This course is for small business owners with the advisor user role, accountants and bookkeepers who want to learn how to check the transaction history and review, correct and export accounting data. You’ll learn to use 'Find and recode' to update transactions, post accounting adjustments using manual journals and export data to import into different accounting systems. This course is module 5 of the L2 Xero professional certification.
Make adjustments and find and correct errors
By the end of this course, you will be able to:
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Update various details for multiple transactions using find and recode.
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Create and post accounting adjustments using manual journals.
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Review transaction history to check audit trail details and monitor data integrity.
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Export financial data from Xero that you can import into various accounting systems.
Learn how to use journals to make adjustments to your financial data.
Use Xero’s reports to find errors, then correct your financial data so you have accurate records to help make informed business decisions.