EPISODE · Feb 3, 2025 · 7 MIN
185 ⎸ Correcting Bank Balances in Xero
from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA
In this video I’m demonstrating how to adjust bank balances when you’re cleaning up a Xero bank reconciliation. We’ll cover:spend money transactionsreceive money transactionsmanually reconciling transactionsconversion balances (adjusting the beginning balance)Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bbaBecome a Bookkeeper using Xero: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklistGrab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboardDon’t want to manage your own books in Xero?Become a Client: ofcoursebookkeeping.com/contactVisit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)
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In this video I’m demonstrating how to adjust bank balances when you’re cleaning up a Xero bank reconciliation. We’ll cover: spend money transactionsreceive money transactionsmanually reconciling transactionsconversion balances (adjusting the beginning balance) Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper using Xero: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link) Grab th...
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185 ⎸ Correcting Bank Balances in Xero
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