This course is designed for those interested to learn the basics of Xero UK, how to sign up your business and set up your initial settings, how to pay employees from Xero with its amazing payroll system, and get going quickly with invoices, bills, bank accounts, fixed assets and more.
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Hi I'm Mark. I have had a great career as an accountant and financial analyst and these days I love making courses.
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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.
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 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 Review
5.0
3 RatingsRelated Courses
Very comprehensive and valuable learning!
Complete Xero UK Accounting and Bookkeeping Training 2021 and Beyond
A very comprehensive training material! Provides a very useful guide. I just hope there is a transcript provided to go back from time to time. Thank you for a great Xero-learning experience!
Recommended!
Very thorough, so its so easy to follow along with.