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Xero Online Bookkeeping
4.8( 51 REVIEWS )
6h 28m

This course is designed for those interested to learn how to do bookkeeping using Xero Online.

Read more.
Course Skill Level
Time Estimate
6h 28m


Lisa Newton, BA, MSc, FMAAT has a masters degree in Investment Management and a first class honours degree in Accounting with Marketing.

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About This Course

Who this course is for:

  • Bookkeepers and Accountants assisting clients
  • Students pursuing jobs requiring Xero proficiency
  • Accounting graduates seeking practical software skills
  • No prior accounting knowledge presumed or necessary

What you’ll learn: 

  • Master common Xero functions
  • Input opening balances
  • Modify the nominal ledger
  • Manage customer and supplier data
  • Record invoices and credit notes
  • Handle supplier cheques and customer receipts
  • Log Petty Cash transactions
  • Generate VAT returns
  • Reconcile the bank
  • Handle wages journal
  • Make adjustments and produce month-end reports
  • Utilize credit cards for payments and reconciliation
  • Manage bad debt write-offs
  • Leverage Xero’s payroll function
  • Import bank statements


  • To complete the assignment, access Xero accounts online (we’ll provide the link for the free trial version)

This Xero Online Bookkeeping course focuses on essential Xero functions for proficiency in the software. The learning approach is practical, involving scenario-based assignments with tasks to complete. Here’s the recommended process:

  1. Read the task.
  2. Watch the video.
  3. Attempt the task on your system.
  4. Revisit the video if needed to reinforce your understanding the learning

You’ll acquire the skills to create a Xero system from the ground up, input opening balances, manage customer invoices and credit notes, handle supplier bills and credit notes, make supplier payments, manage petty cash, compile VAT returns, conduct bank and credit card reconciliations, record journals, utilize payroll features, manage bad debt write-offs, and generate various reports, among other essential tasks.

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.

Access to Xero Online is required, and we provide the link for accessing the free online version.

The course materials consist of:

  • Assignment task handout
  • Instructions for accessing the software at no cost”

Our Promise to You

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

10 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 Review


51 Ratings
  1. Anonymous

    Full of Real Life Examples


    Thank you, Lisa. You have provided an in depth look into Xero and gave very important examples that will surely be useful in real life application. God bless and more power!

  2. Anonymous


    Well explained and I was able to understand some few things that I’m not aware before. Thank you Lisa.

  3. Anonymous
    Sheryl Limpin May 26, 2021 at 03:14 AM

    Thank You=)


    I really learn a lot with this course and i like the way that i was able to navigate the system at the same time. It’s like a face to face training actually. The trainer really knows what she is talking about. Explanation is clear and easy to understand. Thank you.

  4. Anonymous
    Zenneth Rowellyn Ochavo May 23, 2021 at 03:36 AM

    Absolutely a BIG help!


    This course is amazing. I now love numbers. 🙂

  5. Anonymous
    April Mae Nazareth April 17, 2021 at 09:59 AM


    Easy to understand.


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