About This Course

Are you new to Xero and want to learn how to use the world’s most popular online bookkeeping and accounting software in just a few hours? Perhaps you are a small business owner in the UK who feels overwhelmed when trying to set up and use Xero to do your own accounts? Or, maybe you’re a bookkeeper who wants to use Xero for your UK clients?

Whatever your reason for wanting to learn how to get up and running with Xero quickly, this course is for you!

Our Complete Xero UK Accounting And Bookkeeping Training will step you through everything you need to know about setting up and using Xero in just a few hours.

What is the course structure?

We begin the course by signing up to Xero with a pretend UK company so you can see how to get started with Xero. We then switch to Xero’s amazing demo company so you can practise your skills in real time as you watch each lesson. This way, you can learn by doing, as the whole course is one big interactive exercise!

What will I learn from this course?

After signing up to Xero, you will learn how to set up the initial settings for your business, such as the users, VAT tax rates, email settings and financial settings. You will then learn about the chart of accounts, tracking categories and how to manage your contacts.

Then, you will learn the important step of how to set up bank accounts and other financial products for your business, before we switch to the demo company for the rest of the course.

You will then spend a few hours learning everything you need to know about how to set up and manage:

  • Invoices and sales
  • Bills and purchases
  • Bank Accounts
  • Products and Services (Inventory)
  • Fixed assets

Next, you will learn about Xero’s amazing payroll system, which is perfect for UK businesses to pay employees without having to use external software. In this course, you will learn how to set up and manage payroll with ease.

Finally, you will learn how to prepare and check your VAT returns in Xero. You may then lodge them manually outside of Xero, or lodge them directly from Xero to the HMRC through the Making Tax Digital (MTD) scheme.

By the end of the course you should have the confidence and know-how to set up and use the UK version of Xero for your business.

Who this course is for:

  • Business owners who want to learn Xero UK quickly
  • Bookkeepers who have UK business clients

Our Promise to You

By the end of this course, you will have learned how to use Xero UK for your accounting and bookkeeping needs.

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 UK.

Course Curriculum

Section 1 - Introduction
Introduction 00:00:00
Section 2 - Getting Started
Introduction – Getting Started 00:00:00
Signing Up To Xero 00:00:00
Quick Tour Of Xero 00:00:00
Initial Xero Settings 00:00:00
Chart Of Accounts 00:00:00
Adding Bank Accounts 00:00:00
Demo Company 00:00:00
Tracking Categories 00:00:00
Contacts 00:00:00
Section 3 - Invoices And Sales
Introduction – Invoices And Sales 00:00:00
Sales Screens 00:00:00
Invoice Settings 00:00:00
Creating An Invoice 00:00:00
Repeating Invoices 00:00:00
Credit Notes 00:00:00
Quotes Settings 00:00:00
Creating Quotes 00:00:00
Other Invoicing Tasks 00:00:00
Sending Statements 00:00:00
Sales Reporting 00:00:00
Section 4 - Bills And Purchases
Introduction – Bills And Purchases 00:00:00
Purchases Screens 00:00:00
Bill Settings 00:00:00
Creating a Bill 00:00:00
Repeating Bills 00:00:00
Credit Notes 00:00:00
Purchase Order Settings 00:00:00
Purchase Orders 00:00:00
Batch Payments 00:00:00
Other Billing Tasks 00:00:00
Sending Remittances 00:00:00
Purchases Reporting 00:00:00
Section 5 - Bank Accounts
Introduction – Bank Accounts 00:00:00
Bank Accounts Screens 00:00:00
Automatic Matching 00:00:00
Reconciling Invoices 00:00:00
Reconciling Bills 00:00:00
Reconciling Spend Money 00:00:00
Reconciling Receive Money 00:00:00
Find And Match 00:00:00
Bank Rules 00:00:00
Cash Coding 00:00:00
Remove And Redo Vs Unreconcile 00:00:00
Uploading Bank Transactions 00:00:00
Automatic Bank Feeds 00:00:00
Section 6 - Products And Services
Introduction – Products And Services 00:00:00
Products And Services Screen 00:00:00
Adding Services 00:00:00
Adding Untracked Products 00:00:00
Adding Tracked Products 00:00:00
Section 7 - Fixed Assets
Introduction – Fixed Assets 00:00:00
Fixed Assets Settings 00:00:00
Adding Assets From Bank Transactions 00:00:00
Adding Assets From Spend Money 00:00:00
Adding Assets From Bills 00:00:00
Depreciation 00:00:00
Section 8 - Payroll
Introduction – Payroll 00:00:00
Payroll Settings 00:00:00
Adding Employees 00:00:00
Paying Employees 00:00:00
Payroll Filing 00:00:00
Section 9 - VAT Returns
Introduction – VAT Returns 00:00:00
VAT Settings 00:00:00
VAT Returns – Manual Filing 00:00:00
VAT Returns – Digital Filing 00:00:00
Section 10 - Next Steps
What Now? 00:00:00

Course Reviews

5

5
1 ratings
  1. Recommended!

    5

    Very thorough, so its so easy to follow along with.

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