Xero Online Bookkeeping

4.7/5 (7 ratings)
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This course is designed for those interested to learn how to do bookkeeping using Xero Online.

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About This CourseBeginner

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.

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Course Curriculum

Course Sections

Introduction To The Course And Your Tutor

Activating Your Free Trial With Xero

Signing Up For The Free Trial

Create The Organization

The Fictitious Scenario

Add Bank Accounts To The System

Enter Opening Balances

Opening Trial Balance

Amend The Nominal Ledger

Chart Of Accounts Report

Enter Customers

Entering Suppliers

Reporting Customer And Supplier Information

Enter Invoices

Invoicing Tips: Adding Logo And Repeat Billing

Entering Invoices 6574 To 6610

Post Credit Notes

Report Showing Customer Activity

Aged Debtors

Post Supplier Invoices

Enter Suppliers Invoices 6028 Onward

Enter More Supplier Invoices No. 4308 Onward

Credit Notes Suppliers

Supplier Activity Report

Aged Creditors Info

Receipts From Customers

Apply Customer Credit Notes

Post Supplier Cheques

Apply Supplier Credit Notes

Print List Of Bank Receipts And Payments

Post Sundry Payments

Make A Credit Card Payment

Post Petty Cash Transactions: Week 1

Petty Cash: Week 2

Petty Cash: Week 3

Petty Cash: Week 4

Imprest System On Petty Cash

Report On Cash Payments And Receipts

Writing Off A Bad Debt: Print Customer Statement

Write Off A Bad Debt

Reconcile The Credit Card Statement

Bank Statement As A .Csv File

Bank Statement Closing Balances

Reconcile The Petty Cash

Wages And Salaries

Post The Wages Journal

Report Wages Journal


Pay The Two Staff

Depreciation Journal

VAT Return

Month End Reports PnL, BS, TB

Using Payroll

Setting Up Employees

Running Payroll: An Example

Recap And Next Steps


7 student reviews
  1. Gerllie says:

    The course is very helpful. Thank you Lisa for introducing me to Xero

  2. Madelene Anonuevo says:

    XERO Online Bookkeeping
    The course essential in my kind of work. Thank you for introducing me to Xero.

  3. Grace De Guzman says:

    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!