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Xero Organisations Historical Clean Up Checklist
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This checklist is used for "cleaning up" operational Xeros, so that the balances of your current financial statements (Handiledger, MYOB AE, Reckon Elite) match this Xero
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The biggest tasks are always, in this order:
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1 - Adjusting entires for previous years
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2 - Mapping accounts to report codes
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3 - Renaming some accounts
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However, once done, you have a clean, reliable and automated Xero
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How to use
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This sheet is the checklist to follow for EACH job
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This sheet is the list of clients that you can tick off
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Its pretty easy, just add the client / entity name, and move across the rows
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We should train you first though
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Use our knowledge base too
https://39731940.hs-sites.com/
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