Xero Accounting Essentials

Course details

Set up the cloud-based Xero accounting system easily and quickly by following the expert guidance in this online course.
Do you run a business but spend too many hours poring over the accounts? Would you love a career change adventure in a high-growth, in-demand job? Would you like to use Xero to its full potential to seriously help your business?

You need to learn about cloud-based SaaS Xero accounting software, which simplifies business finances.

How do I set up Xero? It has so many features, where do I start?

By asking the ;

You're the very reason we teamed up with accountant and Xero expert Simon Gawn to compile this course. With his help, you will have your Xero account up and running quickly and efficiently.

What does xero accounting software do? Be able to: 

• Set up a Xero account and find your way around the dashboard
• For new clients, know how to add Xero account to the system and also know how to delete Xero account
• Add sales invoices, bills and expense claims  
• Add your bank accounts to Xero so you can monitor your transactions and financial status in real time
• Automate invoices so they are sent out on time. The sooner clients receives an invoice, the faster they will pay it
• Set up your payroll, pay run and timesheets
• Run and publish many financial reports
• Use other handy features such as:
• creating budgets 
• working in multiple currencies
• using fixed assets
• sharing access in Xero with your work colleagues
• Seeing how to give accountant access to Xero

If you are ready to use Xero to free up your time to do the job you love, start this course now.

COURSE BREAKDOWN

Module 1: Getting Started With Xero

• Meet your tutor, accountant and Xero expert, Simon Gawn
• Course overview and first steps
• Setting up your company
• Your Xero dashboard
• Chart of accounts
• Your products and services
• Branding your invoices

Module 2: Invoices, Bills, And Expenses

• Adding a sales invoice
• Adding bills to pay
• Credit notes
• Other features on bills and invoices
• Expense claims

Module 3: Bank Accounts

• Introduction to bank accounts
• Bank reconciliation - Matching
• Bank reconciliation - Transfers
• Bank reconciliation - Create transactions
• Bank rules
• Cash coding

Module 4: Payroll, Other Features And Settings

• Setting up payroll with Gusto
• Find and replace function
• Manual Journals
• Budget manager
• Fixed assets and depreciation
• Multicurrency

Module 5: Reports

• Reports overview
• Running and publishing reports
• Custom reports
• Tracking

Updated on 06 February, 2023