About This Course

This Xero Online Bookkeeping course is about how to use Xero based on the most popular functions which you as a Xero operator need to know how to use, in order to be proficient in using the software.

The learning is structured in a practical way. You are given a practical scenario assignment. There are various tasks to complete. You are given the task to do and have a go at, and then the video answer is available. It is suggested that you:

  • Read the task
  • Watch the video
  • Have a go at it yourself on your own system
  • Rewatch the video (if necessary) – to reinforce the learning

You’ll learn how to set up a Xero system from scratch, how to enter opening balances, post customer invoices and credit notes, post supplier bills and credit notes, pay suppliers, petty cash, prepare a VAT return, reconcile the bank, reconcile the credit card, post journals, use the payroll function, write off bad debts, run reports amongst over things.

This is a useful course if:

  • You are thinking of working with the software,
  • You are going for jobs which have a requirement for you to be able to use this software
  • You want to put this skill on your CV
  • You are a bookkeeper or accountant and will be using this for clients
  • You run your own business and want to know how to use Xero for yourself.

You will need to access to Xero Online. We give you the link to access the FREE online version.

The course materials includes:

  • the handout of the assignment task
  • show you how to access the software for free

What am I going to get from this course?

  • By the end of the course you will be able to complete various common functions using Xero
  • Enter the opening balances
  • Amend the nominal ledger
  • Add new customer and supplier details
  • Post customer invoices and credit notes to the sales ledger
  • Post supplier invoices and credit notes to the purchase ledger
  • Enter the supplier cheques and record the customer receipts
  • Post Petty Cash transactions
  • Prepare the VAT return
  • Reconcile the bank
  • Post the wages journal
  • Post adjustments to the accounts and produce month-end reports
  • Use credit card to make payments and reconcile the credit card account
  • Write off bad debt
  • Use the payroll function in Xero
  • Import a bank statement

What are the requirements?

  • You will need access to Xero accounts online in order to complete the assignment (we’ll give you the link to get the free trial version of the software)

Who is the target audience?

  • Bookkeepers and Accountants who will be using this for their clients
  • Students who are going for jobs where the requirement is working knowledge of Xero
  • Those who have studied accounting, but want practical knowledge of how to use a popular accounting software which will help them find employment
  • Previous knowledge of accounting is not presumed or required


Our Promise to You

By the end of this course, you will have learned how to do bookkeeping using Xero Online.

30 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn more about Xero Online.

Course Curriculum

Section 1 - Getting Prepared: Access The Software And Course Materials
Introduction To The Course And Your Tutor 00:00:00
Activating Your Free Trial With Xero 00:00:00
Section 2 - Getting Started
Signing Up For The Free Trial 00:00:00
Create The Organization 00:00:00
The Fictitious Scenario 00:00:00
Section 3 - Setting Up The System
Add Bank Accounts To The System 00:00:00
Enter Opening Balances 00:00:00
Opening Trial Balance 00:00:00
Section 4 - Nominal Ledger
Amend The Nominal Ledger 00:00:00
Chart Of Accounts Report 00:00:00
Section 5 - Customers And Suppliers
Enter Customers 00:00:00
Entering Suppliers 00:00:00
Reporting Customer And Supplier Information 00:00:00
Section 6 - Sales Ledger
Enter Invoices 00:00:00
Invoicing Tips: Adding Logo And Repeat Billing 00:00:00
Entering Invoices 6574 To 6610 00:00:00
Post Credit Notes 00:00:00
Report Showing Customer Activity 00:00:00
Aged Debtors 00:00:00
Section 7 - Suppliers
Post Supplier Invoices 00:00:00
Enter Suppliers Invoices 6028 Onward 00:00:00
Enter More Supplier Invoices No. 4308 Onward 00:00:00
Credit Notes Suppliers 00:00:00
Supplier Activity Report 00:00:00
Aged Creditors Info 00:00:00
Section 8 - Purchases Ledger
Receipts From Customers 00:00:00
Apply Customer Credit Notes 00:00:00
Section 9 - Sundry Payments
Post Supplier Cheques 00:00:00
Apply Supplier Credit Notes 00:00:00
Print List Of Bank Receipts And Payments 00:00:00
Section 10 - Sundry Payments
Post Sundry Payments 00:00:00
Make A Credit Card Payment 00:00:00
Section 11 - Petty Cash
Post Petty Cash Transactions: Week 1 00:00:00
Petty Cash: Week 2 00:00:00
Petty Cash: Week 3 00:00:00
Petty Cash: Week 4 00:00:00
Imprest System On Petty Cash 00:00:00
Report On Cash Payments And Receipts 00:00:00
Section 12 - Bad Debt
Writing Off A Bad Debt: Print Customer Statement 00:00:00
Write Off A Bad Debt 00:00:00
Section 13 - Credit Card
Reconcile The Credit Card Statement 00:00:00
Section 14 - Bank Reconciliation
Bank Statement As A .Csv File 00:00:00
Bank Statement Closing Balances 00:00:00
Reconcile The Petty Cash 00:00:00
Section 15 - Payroll / Wages
Wages And Salaries 00:00:00
Post The Wages Journal 00:00:00
Report Wages Journal 00:00:00
Payday 00:00:00
Pay The Two Staff 00:00:00
Section 16 - VAT: Value Added Tax
Depreciation Journal 00:00:00
VAT Return 00:00:00
Section 17 - Reports
Month End Reports PnL, BS, TB 00:00:00
Section 18 - Payroll Unit
Using Payroll 00:00:00
Setting Up Employees 00:00:00
Running Payroll: An Example 00:00:00
Section 19 - Conclusion
Recap And Next Steps 00:00:00

Course Reviews


47 ratings
  1. XERO Online Bookkeeping


    The course was very interesting, Lisa clearly points out the beauty of Xero Accounting software. I enjoyed every video tutorials, thanks a lot Lisa!

  2. Xero Online Bookkeeping


    This course is very helpful, especially beginners like me. Thank you so much, Liza!

  3. Rose Ann Lee-BlancadaJanuary 12, 2019 at 7:22 pm



    Thank you Lisa for introducing me to Xero!

  4. Xero Online Book keeping


    I have been using Xero for a few months. This course helped fill some of the gaps in areas I haven’t used yet.
    Some of the course dragged on and I lost concentration but all in all it was ok .

  5. Xero Online Bookkeeping


    I found the course very helpful as I have not used Xero before, using the demo company and posting all the day to day transactions was a good way to learn the software. I like Xero but found the Bank Reconciliation process was a slow process. All in all a good value for money course.

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