Course curriculum

    1. Data Files to Download

    2. 9020 Bank Reconciliation Myth Busting

    3. Options for Starting Data.

    1. 9040 Bank Reconciliation Month One Overview

    2. 9060 Bank Reconciliation Month #1 Deposits

    3. 9065 Manually Import Bank Data

    4. 9080 Bank Reconciliation Month #1 Checks (1)

    5. 9100 Bank Reconciliation Opening Balance Problem

    6. 9120 Bank Reconciliation Reports Month # 1 (1)

    1. 9140 Bank Reconciliation Month #2 Deposits

    2. 9145 Bank Reconciliation Month #2 Checks & Account Decreases

    3. 9160 Bank Reconciliation

About this course

  • $49.99
  • 12 lessons
  • 3 hours of video content

Description

This course is the third in a series of courses covering Xero 2023; comprehensively.

We will enter bank reconciliations for two months of data input, breaking each step of the process down into digestible components.

The first month's bank reconciliation will emphasize problems unique to the first bank reconciliation, including reconciling the beginning balance.

The second month's bank reconciliation will demonstrate the process for months after the initial reconciliation, it generally being an easier one.

The second month's bank reconciliation will also demonstrate how outstanding checks and deposits from a prior month impacts the following month's reconciliation process.