Jim's Bookkeeping XERO Test

JIM'S BOOKKEEPING - TEST OF BOOKKEEPERS

CASE STUDY

XERO CASE STUDY

• You need to set up a free trial XERO ledger as per Module 1.
• ENTER THE FOLLOWING INFORMATION INTO XERO and complete the BAS as at 31st March 2017
• "CLICK HERE FOR THE CASE STUDY INSTRUCTIONS"
• "CLICK HERE FOR THE BANK STATEMENTS"
• NOTE XERO HAS ISSUES WITH RECURRING TRANSACTIONS IN TRAIL ACCOUNTS SO DISREGARD QUESTIONS 10, 11 &12
• NOTE; XERO TRAIL DOES NOT ALLOW PAYROLL SO DISREGARD QUESTIONS 14 & 15
• Email to lloydr@jimsbookkeeping.com.au the following reports

1. BAS for quarter ended 31st March 2017
2. Profit & Loss month by month to 31st Marc h 2017
3. Balance Sheet as at 31st March 2017

INFORMATION LINKS TO HELP

• Rule of 78 to calculate the interest payable on finance

KNOW YOUR CLIENT

NOTE; IF YOU ARE HAVING ISSUES COMPLETING THIS CASE STUDY, THEN CLICK TO THE NEXT MODULE FOR RESULTS, YOU WILL NEED TO ANSWER QUESTIONS ON THE CASE STUDY TO REVIEW THE RESULTS

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