About This Course

Xero is one of the accounting industry’s best applications available for small and medium sized companies.

We worked with a highly experienced Bookkeeping professional who works with Xero on a near daily basis to create a training course which will quickly get you using the application whilst utilising best practices.

During this course we will cover the following topics:

  • Overview of setting up the bank and connecting the bank feed bank
  • Bank reconciliation
  • Categorizing transactions and creating new accounts
  • Using the Xero app to create sales invoices,  allocate customers payment, create a contact, enter a receipt, a bill, and a supplier’s invoice
  • Paying a bill
  • Revisiting the bank reconciliation
  • Other features available in Xero

What are the requirements?

  • You will need access to a Xero account which you will learn how to do in the course. 

Who is this course suitable for?

  • Bookkeepers/Accountants that need to work with Xero
  • Office Managers in Small Medium Enterprises who need to use Xero

Our Promise to You

By the end of this course, you will have learned how to use Xero.

 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.

Course Curriculum

Section 1 - Introduction To Xero
Introduction To Xero 00:00:00
Xero Set Up And Creating Your Xero Log In 00:00:00
Overview Of The Course 00:00:00
Xero Overview 00:00:00
Section 2 - Set Up Overview
Set Up Overview 00:00:00
Section 3 - Connecting Bank Account And Bank Feed
Connecting Your Bank Account To Xero 00:00:00
Connecting The Bank Feed 00:00:00
Section 4 - Chart Of Accounts, Categorising And Reconciliation
Introduction To The Chart Of Accounts 00:00:00
Categorising Bank Transactions And Simple Bank Reconciliation 00:00:00
Section 5 - Using The Xero App
Introduction To The Xero Phone App 00:00:00
Create A Sales Invoice Using The Phone App 00:00:00
Allocate A Customer’s Payment Using The App 00:00:00
Creating A Contact Using The App 00:00:00
Entering A Receipt Using The Xero App 00:00:00
Entering A Bill Using The Xero App 00:00:00
Section 6 - Using The Dashboard And Other Features
Entering A Suppliers Invoice 00:00:00
Paying A Bill 00:00:00
Bank Reconciliation Revisited 00:00:00
Other Features Available In QBO 00:00:00
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