Smart Bookkeeping Questionnaire

1️⃣ Question 1 of 10

When it comes to bookkeeping, which sounds most like you?

I’m new to doing my books digitally and want help getting started

I do my own books, but I’m not a bookkeeper

I already do my books digitally, but I want an easier way

I’m a bookkeeper or accountant managing books for clients

2️⃣ Question 2 of 10

What would make bookkeeping easier for you?

Select all that apply.

I’m not happy with my current data-entry software

I want to spend less time doing manual data entry

I want the data entry done for me automatically

I want to email documents instead of uploading them through another app

I want my books to stay up to date as documents arrive

3️⃣ Question 3 of 10

Who or what currently puts your documents into Xero?

Select all that apply.

I enter or upload them myself

My bookkeeper or accountant does it

Dext, AutoEntry or another data-entry tool does it

Nobody does it regularly — they build up until later

4️⃣ Question 4 of 10

How often do you usually deal with your bookkeeping documents?

As they arrive

Every few days

About once a week

About once a month

At the end of the tax or financial year

Only when my accountant asks for them

5️⃣ Question 5 of 10

Once a document reaches Xero, how much work is still left to do?

It is normally ready to approve or reconcile

I still have to choose the category, VAT or tracking

I usually need to check or correct the information

My bookkeeper or accountant finishes it

I’m not sure what happens after it is uploaded

6️⃣ Question 6 of 10

Do you use tracking categories in Xero?

For example, to track different properties, projects or departments.

Yes

No

I’m not sure

7️⃣ Question 7 of 10

What types of documents or bookkeeping tasks do you regularly deal with?

Select all that apply.

Bills and receipts

Property rental or letting statements

Bank or credit-card statements

Costs that need splitting or charging to someone else

Journal entries or clearing accounts

Sales invoices or quotes

I’m not sure

8️⃣ Question 8 of 10

How many companies do you manage?

1

2-10

10+

9️⃣ Question 9 of 10

How much of a burden is bookkeeping data entry for you?

None — I find it quick and easy

It’s a small chore, but manageable

It takes much more time than I would like

I keep putting it off because I hate doing it

I dread it — even thinking about it stresses me out

I pay someone else so I don’t have to deal with it

🔟 Final question!

What are you hoping Smart Bookkeeping will solve for you?

Optional — tell us in your own words.

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