This course is designed for those interested to learn the basics of Xero and the many things that can be done with it such as bank reconciliation and creating new accounts. Also, learn how you can use the Xero app.
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Who this course is for:
- Bookkeepers/Accountants that need to work with Xero
- Office Managers in Small Medium Enterprises who need to use Xero
What you’ll learn:
- Overview of setting up the bank and connecting the bank feed bank
- Bank reconciliation
- Categorizing transactions and creating new accounts
- Using the Xero app to create sales invoices, allocate customers payment, create a contact, enter a receipt, a bill, and a supplier’s invoice
- Paying a bill
- Revisiting the bank reconciliation
- Other features available in Xero
Requirements:
- You will need access to a Xero account which you will learn how to do in the course.Â
Xero is one of the accounting industry’s best applications available for small and medium sized companies.
We worked with a highly experienced Bookkeeping professional who works with Xero on a near daily basis to create a training course which will quickly get you using the application whilst utilising best practices.
Our Promise to You
By the end of this course, you will have learned how to use Xero.
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Course Curriculum
| Section 1 - Introduction To Xero | |||
| Introduction To Xero | 00:00:00 | ||
| Xero Set Up And Creating Your Xero Log In | 00:00:00 | ||
| Overview Of The Course | 00:00:00 | ||
| Xero Overview | 00:00:00 | ||
| Section 2 - Set Up Overview | |||
| Set Up Overview | 00:00:00 | ||
| Section 3 - Connecting Bank Account And Bank Feed | |||
| Connecting Your Bank Account To Xero | 00:00:00 | ||
| Connecting The Bank Feed | 00:00:00 | ||
| Section 4 - Chart Of Accounts, Categorising And Reconciliation | |||
| Introduction To The Chart Of Accounts | 00:00:00 | ||
| Categorising Bank Transactions And Simple Bank Reconciliation | 00:00:00 | ||
| Section 5 - Using The Xero App | |||
| Introduction To The Xero Phone App | 00:00:00 | ||
| Create A Sales Invoice Using The Phone App | 00:00:00 | ||
| Allocate A Customer’s Payment Using The App | 00:00:00 | ||
| Creating A Contact Using The App | 00:00:00 | ||
| Entering A Receipt Using The Xero App | 00:00:00 | ||
| Entering A Bill Using The Xero App | 00:00:00 | ||
| Section 6 - Using The Dashboard And Other Features | |||
| Entering A Suppliers Invoice | 00:00:00 | ||
| Paying A Bill | 00:00:00 | ||
| Bank Reconciliation Revisited | 00:00:00 | ||
| Other Features Available In QBO | 00:00:00 | ||
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