Training
Book Xero Scale and Integrate
For a business that has outgrown manual entry. We connect the tools you already use, Cliniko, Shopify, Stripe, Square, rostering, and make sure fees and GST land in the right accounts, which is where most integrations quietly go wrong.
Connect the tools, and get the coding right
- 30 mins initial consultation
- Migration to Xero or comprehensive review of existing Xero setup
- Setup custom invoice templates
- Setup custom financial reports
- Payroll for up to 10 employees
- Integration of 3rd party software with Xero (eg Shopify)
- Integrate bank accounts directly into Xero
- 1 hour personalised review & training to get started (to be scheduled upon completion)
What that looks like in the session
- Integrations configured with merchant fees and GST coded correctly, not netted off
- Timesheets and rostering pushed into Xero payroll rather than retyped
- A check that the first synced period reconciles before we leave you with it
Have a list of the systems you currently use, plus admin access to each. If you are not sure whether something connects to Xero, tell us what it is and we will find out.
Pick a time that suits you
Not sure this is the right session?
If your bank reconciliation is out, everything is out. Book a free 30-minute Initial Discovery Session and we will tell you which session you actually need.
The free checklist
Download Your FREE Xero Health Check
Identify common bookkeeping errors and discover simple fixes for smoother financial management, written in plain English.