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NEW: MYOB In Tray and Receipt Capture training course materials for MYOB Essentials

Learn how to upload tax invoices and receipts to MYOB Essentials using MYOB Intray and Capture App - EzyLearn Online Training Courses

Receipt scanning and capture is now a normal feature in MYOB Essentials. MYOB have chosen to add this feature as part of the core software rather than Xero’s approach since buying Hubdoc.

I announced in July 2021 that we were creating training materials for MYOB In Tray and Capture and If you are a current MYOB Essentials course student or Bookkeeping Academy member these training course resources are now available to you for free.

You can find them in the MYOB Essentials Bank Reconciliation Training Course.

Continue reading NEW: MYOB In Tray and Receipt Capture training course materials for MYOB Essentials
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Rejected by Afterpay? Xero Marketplace has an alternative

Xero Marketplace for integrated apps - Beginners to Advanced Certificate short online training courses in Xero - EzyLearn

Did you know that Afterpay (and ZipPay) and some other Buy Now Pay Later providers decline sellers? Most Afterpay transactions are centered around the selling of physical products that change ownership from the merchant to the customer. This evidence is enough to bind customers legally, but what happens if you provide professional services like bookkeeping or accounting?

Accountants and Bookkeepers, like many other professional service providers including Lawyers and solicitors charge for their time or defined outcomes (like fixed fees for a certain number of transactions).

Will Afterpay take you on as a client? We’ve heard that many industries are rejected but there are alternatives and Xero’s App Store can help.

Continue reading Rejected by Afterpay? Xero Marketplace has an alternative
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Xero Status: “Can’t log in to Xero” Caused Global Problems

Issues with Xero login prevents UK users from sending invoice and bookkeepers from working - Online Xero Training Courses EzyLearn Bookkeeping Academy

We’re so used to everything online being available all the time that we don’t think about the risks associated with a website being down. Xero experienced a MASSIVE issue relating to the ability for their users to login and use the software on the 27th July 2021. This meant that

  • Invoices couldn’t be created
  • Pay runs couldn’t be made
  • Accounts Receivable staff couldn’t see if customers had paid
  • Accounting staff couldn’t use Xero for their work

We all take for granted the benefits of having multiple staff logging in at the same time from different locations as well as automatic backups of our information, but this issue lasted from 8:25AM until 7:04PM – that’s 12 hours!

Xero is transparent about any issues and fixes about their software so you can see exactly what happened that day.

Continue reading Xero Status: “Can’t log in to Xero” Caused Global Problems
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MYOB In tray for Receipt Scanning, Capture and Storage

Learn how to upload tax invoices and receipts to MYOB Essentials using MYOB Intray and Capture App - EzyLearn Online Training Courses

MYOB is starting to get their act together providing much desired features in their accounting software.

I’ve written about some of the major receipt scanning programs like Dext/Receipt Bank and Auto Entry in the past and happy to say that we have some new MYOB training course resources in development for our MYOB bank reconciliation Training courses.

Continue reading MYOB In tray for Receipt Scanning, Capture and Storage
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Xero will win the struggle against QuickBooks. Here’s how.

Hubdoc from Xero for receipt scanning and data extraction for receipts and expenses via email - online Xero Training Courses

Both Intuit (QuickBooks Online) and Xero Accounting had a price increase in the last year but the way they went about announcing it was completely different.

When you study the emails you’ll see why good marketing can make a massive difference in the success of your business!  QuickBooks email included..

Continue reading Xero will win the struggle against QuickBooks. Here’s how.

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Discount Coupon Code: Bookkeeping Academy – MYOB & Xero & QuickBooks & Reckon

Xero Course, MYOB Course, QuicBooks Course - COMPLETE Suite Training & Support - Bookkeeping Academy

End of financial year 2020, Covid19 still wreaking havoc around the world, shopping centre and even main street strip shops closed! This is the weirdest time of our lives for sure. We’ve also noticed a big increase in the number of students enrolling on the $20 per week payment plans for courses

This announcement is for those in the bookkeeping industry who’ve trusted us for the last 2 decades (and a bit) to provide great quality pre-accredited bookkeeping courses in MYOB, Xero, QuickBooks and Microsoft Office. 

Continue reading Discount Coupon Code: Bookkeeping Academy – MYOB & Xero & QuickBooks & Reckon
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Xero & QuickBooks Slug it out on Receipt Scanning Features

Xero Accounting Pricing Comparison shows extra for Projects and Expenses - Online Training Courses & Advanced Xero Certificate

I find it interesting to see the messages coming from both these companies. They seem to arrive at similar times and it shows that they are very closely watching each others digital marketing messages and fighting for your attention by revealing what they are doing for you, their clients. 

This week Xero sent a message about cashflow forecasting and QuickBooks sent a message about their receipt scanning and data capture but which one is more important right now? I’ve attached the email message sent from each company for you to compare.

Continue reading Xero & QuickBooks Slug it out on Receipt Scanning Features

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Learning Xero Will Help You Run An Online Business

Intuit QuickBooks Online mobile application superior to Xero Accounting smartphone app - online training courses EzyLearn

Let’s face it, when you can manage your finances from anywhere, using your phone to scan receipts and Xero Accounting to code them and store them in the cloud one of the hardest parts of managing a business is taken care of. 

We’ve all been able to call, text and email from our mobile phones and use online marketing tools like Google Ads and Facebook for social media so when you finally get your back office tasks migrated to the cloud it’s easy right? Well, that’s what the marketing hype says anyway, but things aren’t that rosy really, are they? Continue reading Learning Xero Will Help You Run An Online Business

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Bank Feeds: Time Saver but NOT a Bookkeeper Replacer – FREE Training Course Material

When bank feeds were first introduced they were lauded as a software feature that would save small businesses hundreds of hours of work per week and they have definitely saved time, despite the apparent risks that have been published about how they can compromise your internet banking security. 

I’ve been working with a business which has a showroom and workshop and they take EFTPOS payments for cash sales as well as deposits for quotes using credit card payments and even though the business isn’t huge it is not as easy as clicking the MATCH button to match a bank feed record to it’s source documents. Continue reading Bank Feeds: Time Saver but NOT a Bookkeeper Replacer – FREE Training Course Material

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Xero going up a pesky $2 rather than $27.50

Best value for money Xero online accounting training courses or $20 per week - $2 per month increase in Xero monthly support

It almost seemed like Xero was giving you $27.50 of extra value when they announced their $2 per month increase last week. These effects take effect on 18 March 2020 but not everyone wants Hubdoc and competitors like QuickBooks already offered similar functionality!

Xero has had a love/hate relationship with bookkeepers ever since the days when they promoted their accounting software as so easy that small business owners could use it themselves – without the cost of a bookkeeper – and it looks like they are well on their way with this mission. Continue reading Xero going up a pesky $2 rather than $27.50

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What do employers really look for in Accounts Receivable and data entry jobs?

Excel-Training-courses-accounting-analysis-analytics-data-entry-accounts-receivable-payable 1

Many experienced BAS agents have told me that data entry, accounts receivable and accounts payable skills are the ones that they’re looking for in potential employees. 

Many students who’ve completed a Cert IV in Bookkeeping and Accounting however think they’re above these skills and here’s how you can beat them in job interviews. 

Continue reading What do employers really look for in Accounts Receivable and data entry jobs?

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How to get an accounting job with no experience

How to get an accounting job with no experience - Xero Course, MYOB Course, QuickBooks Course - find bookkeeping work

There are plenty of reasons that you have no experience: Changing careers, new graduate or re-entering the workforce after many years away (like when you’ve started a family and been out of the workforce as a parent). These circumstances justify your lack of experience but there are things you can do.

Our team has reviewed the features of some of Australia’s biggest job boards for accounting jobs and we’ve used some of the features that can help job seekers receive notifications when new jobs become available. There is hope and there are things you can do.

Continue reading How to get an accounting job with no experience

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Xero Expenses – Most Beautiful Accounting Software of All?

Xero Expenses Management changed after they purchased Hubdoc to compete with Receipt Bank - Xero Beginners Training Course

MANAGING EXPENSES AND capturing source documents, like receipts, is the bane of most accounting department managers. But can this now be done with ease?

Before I sold the business for AccessID/EzyAccess Safety Management software, I used the business credit card for all business-related expenses. However, credit card or not, the Financial Controller for our financial team was constantly asking for hardcopy or electronic receipts.

Whether you’re a bookkeeper or business owner, receipt filing (and filing in general) can easily get on top of you. This wouldn’t be so bad if it wasn’t such an important part of running a business.

Some bookkeepers and business owners defer to tradition and print each invoice, bill or other expense and then file the hard copies — but there is a better way. Continue reading Xero Expenses – Most Beautiful Accounting Software of All?

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Receipt Scanning, Automatic Coding – Boon for Bookkeepers or Job Killer?

Receipt Scanning, Receipt OCR, number extraction and receipt cloud storage company Receipt Bank integrates with Xero, QuickBooks and MYOB Essentials Training Course session

DO YOU GET frustrated when you see the little box at the bottom of the BAS lodgement form? You know, the one where they ask how long it took to complete the form because I feel like writing, “It took 10 minutes to complete the form, but 4 hours to do the data entry and bank reconciliation work!”

Junior bookkeepers, accounts receivable and accounts payable clerks, and office administrators will all share that their most time-consuming work is data entry, coding and bank reconciliations. However, there is software available which almost totally automates this work — and it’s becoming increasingly accurate and speedy.

Continue reading Receipt Scanning, Automatic Coding – Boon for Bookkeepers or Job Killer?

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Xero In for a Reckoning from Tradies

EzyLearn CEO shaking hands with Reckon One representative

I RECENTLY HAD the pleasure of visiting the Reckon head office in Sydney to learn more about their new Reckon One product — and it’s quite a compelling offer.

To start with, Reckon, a listed company, was not allowed to sell its accounting practice management software (APS) to its competitor, MYOB, because Xero HQ wasn’t much chop.

Yes, that’s right, Xero HQ was deemed so “insufficient and unsophisticated” that it wasn’t viewed by the ACCC as offering any competition in this marketplace whatsoever and therefore they wouldn’t allow MYOB to hold the monopoly.

This made me, and no doubt, many others, realise just how powerful Reckon could be in the online accounting market if it had the right software offer — and now it does.

Continue reading Xero In for a Reckoning from Tradies

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What is Xero HQ?

Now you can do more with Xero

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Xero is adding to its list of features with Xero HQ so it’s no longer just for more basic bookkeeping, but can be used for analysis as well.

XERO HAS LONG POSTIONED ITSELF as the cloud accounting software for small-to-medium businesses. It’s one of the most popular of our online training courses; appealing not only to bookkeepers, but small to medium sized businesses in all industries.

What makes Xero so popular is that it is inexpensive software that’s simple to use and has lots of time-saving features.

In doing so, it’s basically left MYOB to hold the mantle of the accounting software used by accountants and bookkeepers.

Now, however, Xero is looking to close that gap, with the launch of “Xero HQ”; a data and insights platform for bookkeepers and accountants who are part of the Xero Partner Program.

Xero HQ wants to help you grow

To shake MYOB’s stranglehold on the accountant and bookkeeper market, Xero had to do something to differentiate itself and tempt accountants and bookkeepers away from MYOB.

And they’re betting that Xero HQ will be the thing that does it. Xero HQ will provide bookkeepers and accountants with data and insights tools so they can provide “advisory level” services to clients.

Xero’s focus on “advisory level” services is important here, because it reveals a couple of things Xero plans to do with the industry. The first is to continue to automate many of the tasks a bookkeeper would traditionally carry out — the introduction of bank feeds eliminated data entry, for instance — and the second is to up-skill junior bookkeepers, while simultaneously embedding them within the Xero ecosystem — which will fit nicely with their recently launched Xero Lifelong Learning platform.

What exactly is the Xero HQ platform?

If you’re part of the Xero Partner Program already, then access to the Xero HQ platform is free. The Xero HQ platform is essentially a separate workflow that you access online, which provides a number of features not available though your regular Xero software.

These Xero HQ features include the following:

  • Activity feed: When your clients’ GST or activity statements are due, a notification will appear in the activity feed to alert you.
  • Client list: This is essentially like a contact book, where you can store all your clients’ information in one place; even those clients who aren’t on Xero.
  • Explorer: This feature pulls data Xero knows about your clients to help you provide them with better advice, or help you up-skill in areas you know are important to them. For example: it will show you which apps are popular across all your clients, so you can learn how to use them.

Xero HQ app marketplace

The Xero HQ platform also has an app marketplace, which has a focus on apps that will help bookkeepers and accountants with their business. That’s different to the existing Xero app marketplace, which is geared towards small businesses in any industry.

The Xero HQ app marketplace is split up into three tiers, depending on the size of your bookkeeping or accounting practice.

Which Xero HQ app marketplace will suit you?

If you’ve 100 or fewer clients, then you’d be best suited to the “activate” package of apps especially “curated” by the Xero HQ team.

If you have between 100 and 200 clients, then you’re best suited to the “energise” package of apps; practices with 300 or more clients suit the “supercharge” package.

It’s up to you which apps you switch on, but Xero has eliminated the leg work involved in finding apps to suit your business needs.

Some common third party apps, recommended across all three Xero HQ app marketplace tiers include:

  • Futrli: A forecasting and reporting app designed to help control cash flow and accelerate growth. Technically, you can pull all these data out of Xero by running a number of different reports and exporting them into Excel, but this app does all that work for you, and just delivers the insights. Partner pricing starts at $399 per month.
  • Receipt Bank: Extracts relevant information from paper receipts and invoices, imports the data into Xero, categorises it, and stores both the data and receipt safely in the cloud. Your clients just snap a picture of the receipt using the Receipt Bank app on their smartphone or upload from their PC.
  • BOMA: Is a marketing and advertising platform that lets you export data from Xero and use it for your marketing and advertising campaigns. With BOMA you can create and broadcast marketing and advertising messages across five channels (email, Instagram, Facebook, Linkedin, Twitter), including sponsored advertising posts on those platforms. It also provides you with all the imagery, templates and other design needs to create your campaigns. It’s basically a one- stop -shop for digital marketing and advertising. Partner pricing starts at $49 per month.  

Xero HQ is where accounting meets CRM

In essence, the Xero HQ platform is where accounting and customer relationship management meet. Xero provides bookkeepers and accountants with a platform that enables high-level analysis and data management through integrating third-party Xero HQ partner apps.

As I mentioned earlier in this post, Xero HQ serves dual purposes: it encourages bookkeepers to move away from providing basic bookkeeping services to deeper analysis and advisory roles; and they can use the Xero Lifelong Learning platform to up-skill and provide those services.

“Xero HQ serves dual purposes: it encourages bookkeepers to move away from providing basic bookkeeping services to deeper analysis and advisory roles…”


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Our Xero online training courses include EVERYTHING for ONE LOW PRICE. Furthermore, if you select our Lifetime Membership option, you’ll have LIFETIME access to our ongoing course updates. All EzyLearn courses are accredited by the Institute of Certified Bookkeepers (ICB) and can be counted towards Continuing Professional Development (CPD) points. Find out more about our Xero online training courses.