Overall Satisfaction with Xero
We are an accounting firm that uses Xero internally and for our clients. For my position, I am in billing for the firm, so I work in invoicing and reconciliation. Using Xero has been such a great help. We made the switch from QB years ago and have never looked back. We refer all clients to Xero and require they switch to Xero from QB, unless there is third part app integration that Xero has not yet partnered with. The ease of reconciliation and running of reports saves me so much time. Any mistakes that I make or changes that need to be made are easily done in the software. Xero support has always been great as well.
- Matching during reconciliation.
- Invoicing and accepting online payments is a game changer.
- Great Customer Support. Every time I have submitted a ticket, the response time is quick and always helpful.
- We also use XPM for our CRM. When creating tasks in XPM, it would be helpful if the entire chart of accounts was an option in the Income Account drop-down box. Sometimes, tasks or costs need to be coded back to an expense or COG's account.
- When editing an invoice in Xero, that change is not reflected in XPM. Since I am the only employee privy to the Xero side, other employees only accessing XPM cannot see the change unless I make a note.
- When setting up third-party payment apps such as Stripe. Xero would not allow me to code transaction fees back to an expense or COGS account. Each morning, I must go in and find and recode these fees.
- HubDoc and matching in the reconciliation page are huge time savers. Increasing profit margin.
- By obtaining Silver Partner Status, our cost for XPM is nothing.
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For one QB, customer service is terrible! The software is clunky and not as user-friendly as Xero. We have chosen Xero for many reasons: Custom Reports, Cost, support, and perks of being a partner.
Do you think Xero delivers good value for the price?
Yes
Are you happy with Xero's feature set?
Yes
Did Xero live up to sales and marketing promises?
Yes
Did implementation of Xero go as expected?
Yes
Would you buy Xero again?
Yes