Truebooks is a Virtual Bookkeeping, Accounting, Admin and Advisory Services Company that works exclusively in the Cloud.
Success starts by
helping others.
When teaming up with Truebooks, you're more than a simple client…
you're a partner.
Xero Cloud Accounting
“ Here's why we love Xero ”
Get paid faster with online invoicing
Send online invoices to your customers - and get updated when they're opened
Run your business on the go
Use our mobile app to reconcile, send invoices, create expense claims – from anywhere
Collaborate and advise
Specifically designed for small business and easy to utilize providing a unique platform where you can collaborate easily online with your team and advisor
Add-on Marketplace
Integrates with a large network of applications (800+) to help manage all aspects of your business
Safe and secure
Provides Bank level security which means your information is guarded at the same level as internet banking. Relax you're in good hands!
Connecting bank accounts
Xero's all about making tedious tasks easier so Xero connects straight to your bank so your transactions feed in automatically. Here's how to set things up.
Video walk-through | Support article
Reconciling bank accounts
Once Xero is connected to your bank, reconciling is no longer a chore. See how to find a transaction to reconcile with a bank payment, reconcile multiple invoices or bills with a single item on the bank statement, and transfer money between accounts.
Creating quotes
Find out how to create and send a professional looking quote to your customers using Xero. You can easily track the status of your quotes and convert them to invoices in just a few clicks.
Invoicing customers
Learn about easy-to-use Xero online invoicing to create and send beautiful invoices, and to give your customers the ability to pay you online - which can help you get paid faster.
Creating purchase orders
You can manage your supply chain with purchase orders in Xero. Find out how to create purchase orders and copy them to bills, sales invoices or new purchase orders to save time entering data and keep control of your costs.
Paying suppliers
Xero makes it easy to keep track of your accounts payable and simplify the task of paying your bills. See how to pay bills individually or in batches, and set up repeating bill payments.
Managing expenses
Xero Expenses helps you reduce the hidden costs of processing expense claims by giving you simplified workflows, powerful control, and integrated accounting - all inside Xero.
Video walk-through | Support article
Managing projects
Xero Projects is a simple way to track the time and money you spend on each job. Find out how to create a project, add time and expenses, invoice the project, and monitor its profitability.
Video walk-through | Support article
FREE CONSULTATION
Book yours TODAY!
We'll meet you on Zoom Cloud Meetings.
We utilize this technology with all our partners.
During your consultation, we will:
- Explore your business and actual processes
- Assess your needs
- Explain how Cloud based will benefit you
- Answer your questions
WE WILL EMAIL YOU A SERVICE PROPOSAL
