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ZOOM! Setup
Module 1 - Getting Started
Introduction (5:56)
Create Xero Account (12:28)
Optimize Xero Settings (6:59)
Module 2 - Connect Bank Feeds
Prepare Financial Connections (5:29)
Connect Checking, Savings, & Credit Card Accounts (4:38)
Connect Paypal Feeds (6:23)
Module 3 - Entering Historical Data
Enter Conversion Balances (8:53)
Import Historical Data (8:08)
Import Data via .CSV Files
Import Historical Paypal Data (10:51)
Run a Reconciliation Report (12:09)
Module 4 - Integrate A2Xaccounting
Set up A2X Account (5:45)
Optimize A2X Settings (3:30)
Understanding the A2X Interfaces (4:33)
Map A2X Accounts (4:32)
Troubleshoot Missing A2X Settlements (4:11)
Bonus Content
Handling Commingled Accounts (9:11)
Converting .PDF Statements (4:57)
Sales Tax Software (4:45)
Inventory Management Software (4:54)
Receipt Capture Software (3:49)
Course Documents & Resources
Congratulations! (2:35)
Connect Checking, Savings, & Credit Card Accounts
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