How to Maintain Your Bookkeeping Over the Holiday Period

Before the holidays:

• Reconcile all accounts up to date

• Lodge any BAS or obligations early

• Lock completed periods

• Set up bank rules for regular expenses

• Schedule repeating bills and invoices

During the holidays:

• Check Xero once a week (10–15 minutes)

• Approve and reconcile transactions

• Keep receipts via the Xero app

• Avoid “I’ll deal with it later” thinking

If you’re fully switching off:

• Let transactions flow in

• Don’t delete or ignore anything

• Book a cleanup session for early January

Why this matters:

Coming back to weeks of unreconciled transactions:

• Increases errors

• Creates overwhelm

• Delays cash flow decisions

• Makes January far harder than it needs to be

A little attention now saves a lot of stress later.