My Xero For Partners

It does not matter where you are, you can always be in touch with Xero and know the health of your company. You can streamline your My Xero For Partners e-Commerce business and launch it into the next level. Access your information for the business from anywhere and from any device.

  • Did you know that Libeo can improve on what Xero itself misses out on?
  • Access the information and manage your team from anywhere at any time.
  • Integrate your Rocketspark online store with Xero accounting software and orders will automatically flow through into Xero as invoices.
  • Store your files and transactions in one place online for easy access from anywhere.
  • Once you’ve joined the Xero partner program, we’ll get in touch to help get you started.
  • Quite simply, cloud computing is the offering of applications and services over the internet, on demand, as if it were installed locally.

Choose the tab for Xero and click the button Connect to Xero. If you’re not logged into Xero already, you’ll be prompted to do so within Sharesight. Once you have set up the bank feed in Xero, open the dropdown menu next to Add Holding and select Add Cash Account.

Xero partners get a free VIP Hubdoc account for their practice

Finally, follow the few steps indicated to sync your data. Customise your rules within Libeo to set suppliers paid outside of Libeo and approval parameters. Load up your Libeo Wallet to pay or pay right away via Open Banking. Libeo connects to your Xero account, and invoices are synced automatically.

Now, we’re going to look at the importance of a Xero-certified eCommerce accountant – specifically, what is Xero certification and why your accountant needs it. Note Multi-currency cash accounts are supported by Sharesight. This option is only available if you are on the Xero Premium plan. The Xero Synchronisation feature allows you to connect your Sharesight portfolio to your Xero account. This allows you to synchronise details of share purchases, sales, and dividends to Xero which can be reconciled against your bank statement and included in your financial accounts.

Why do I see duplicates in the cash account I imported from Xero?

With Xero you will get up-to-date views on your cash flow with intuitive startup accounting software. For some small businesses and firms using Xero Accounting is very easy to use and may not even require a bookkeeper for bookkeeping or outsourced accounting services to manage your accounts. Keep your cash flow healthy by sending online invoices with online payment options. Store your supplier invoices, bills, files and transactions in one place like the cloud for easy access from anywhere. Repeat the practice during our training sessions, and you will become a pro during the Xero Accounting training.

Is Xero free for partners?

It's free to join, and so are Xero and Xero HQ.

Courtney leads the global Alliance Partnership Program and supports the program by providing advice and sharing best practice and global opportunities. Additionally, she manages Marketing Directors Groups, as well as program content and engagement initiatives. Members have the opportunity to engage with carefully created and curated XERO events. Below you can access past recordings of webinars and virtual learning sessions as well as explore upcoming events in partnership with XERO. Sync, which helps to give you a live overview how your business is performing. There are millions of eCommerce accountants using Xero across the world, but how do you know which accountants are good at using Xero and which ones haven’t really got a clue?

Say goodbye to chasing documents and data entry, and say hello to increased productivity and automation

If you like the insights you get from Sharesight, you’ll love the complete financial picture you get by connecting your portfolio to Xero. Xero is a cloud-based accounting software platform used by individuals as well as small and medium-sized businesses. Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice. Affordable cloud accounting software that allows you to focus on your business’s growth.

Can you use Xero for a partnership?

The Xero partner program rewards partners who bring their small business clients onto the Xero platform. The more clients a partner has subscribed to Xero products, the more points they earn in the partner program. Partners can earn points based on: The type of billing relationship they have with their client.

We’ve made it super simple to make a website, no matter how savvy you are. The end result looks professional and properly reflects the quality of your business. Seamlessly sync documents and their data to Xero for one-click reconciliation and audit-proofed books. You look at computers all day performing tech solutions for customers. The last thing you want to do is spend hours in front of another computer working on your bookkeeping. Let Xero work for you so you can spend less time working on the books and more time working on tech and growing your business.

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