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Catch up prior to Christmas is happening in 16 days
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Christmas Gift
🎄 Christmas Gift! I’m offering a FREE 1-hour consult for Xero or QuickBooks. Ask me anything — setup, clean-up, reports, whatever you need -book through my Stan Store before 24 December. https://stan.store/Upupandaway/p/christmas-specialfree-call-with-me
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Welcome Post
Welcome to DIY Bookkeeping Support! 🎉 I’m so glad you’re here! DIY bookkeeping doesn’t mean doing it all alone — this community is here to give you the support, tools, and encouragement you need to feel confident and in control. Here’s how it works 👇 🆓 **Free Community Access**Everyone here can join the discussions, share tips, and connect with others who are also doing their own bookkeeping. 🎓 **Xero in Bite-Sized Pieces Course (Sold in Skool)**You can purchase this course right here in Skool and get instant access. This step-by-step video training will give you the confidence to use Xero properly — without the jargon or overwhelm. 💬 **Your Bookie Partner Inner Circle (Paid Upgrade)**Purchase through my Stan store. This gives you direct access to me, our monthly Q&As, and extra resources. 🛠 **Xero Setup & Training (1:1)**Also available in my Stan store. If you’d like me to set up your Xero or give you personalised training, this is the package for you. Delivered 1:1 with me, outside the community. 👉 You’ll find your Bookie Partner Inner Circle and Setup & Training package here: https://stan.store/Upupandaway👉 You can buy the Xero in Bite-Sized Pieces course directly here in Skool. I’m excited to support you on your bookkeeping journey — whether you’re just starting out, learning Xero or Quick Books, or wanting ongoing guidance. Remember, you don’t have to do it alone! 💙
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Xero's new auto reconcile feature-good or bad?
💡 What We Know So Far About Xero’s New Auto-Reconcile (JAX) Xero’s new automatic bank reconciliation — powered by JAX — is now rolling out, and here’s what’s clear from their latest updates: ✔️ You have to turn automation on for each bank accountIt’s not automatic by default. You choose which accounts JAX is allowed to help with. ✔️ JAX will auto-reconcile transactions only when it has “high confidence”This means it won’t guess. It only matches when the system is sure. ✔️ You still have full visibility and controlYou can review, adjust, override, or switch off automation at any time. ✔️ A new “Reconciled” view will show what JAX has processedSo you can easily see what’s been automatically matched behind the scenes. 🔍 Bottom line Xero/JAX can auto-reconcile future transactions — but only if:1️⃣ You’ve turned it on for that bank account, and2️⃣ JAX is confident the match is correct. It’s smart, it’s helpful… but it still needs your oversight.
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Next Year
Hi guys-let me know what topics you want to learn about so that I can prepare some content for next year.
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