1300 888 724 8.30am to 5:30pm AEST (Mon-Fri) info@dynamicwebtraining.com.au

Xero Accounting Course

(4.84 out of 5) 454 Student Reviews

About the Course

During this comprehensive 2 day Xero course, participants will work through real world examples to obtain a sound knowledge of Xero. The skills and knowledge acquired in this course will allow the user to manage a small or medium businesses accounting requirements as well as produce and manage purchase orders and invoices, manage accounts payable and accounts receivable, and produce BAS documentation and much more.

Who should do this course?

This course is intended for first time users of Xero accounting software who wish to manage the operations of a small or medium sized business. This course assumes no prior knowledge of Xero, and is ideal for participants just starting out with Xero. Those transitioning from other accounting platforms will also find this course helpful.

Prerequisites

The course is designed for participants with little or no previous knowledge of Xero. However, participants must come ready with a username and password to access their own Xero account or Xero trial account.

Course Details

Course Dates

  • Sydney Class Dates

    Book Now

    Level 11, 32 Walker Street, North Sydney , NSW 2060

    15 - 16 Oct 18 Mon - Tue
    22 - 23 Oct 18 Mon - Tue
    05 - 06 Nov 18 Mon - Tue
    26 - 27 Nov 18 Mon - Tue
    17 - 18 Dec 18 Mon - Tue
    08 - 09 Jan 19 Tue - Wed
    30 - 31 Jan 19 Wed - Thu
    18 - 19 Feb 19 Mon - Tue
    11 - 12 Mar 19 Mon - Tue
    25 - 26 Mar 19 Mon - Tue
  • Melbourne Class Dates

    Book Now

    Level 12, 379 Collins Street, Melbourne , VIC 3000

    19 - 20 Sep 18 Wed - Thu
    10 - 11 Oct 18 Wed - Thu
    18 - 19 Oct 18 Thu - Fri
    29 - 30 Oct 18 Mon - Tue
    20 - 21 Nov 18 Tue - Wed
    10 - 11 Dec 18 Mon - Tue
    09 - 10 Jan 19 Wed - Thu
    29 - 30 Jan 19 Tue - Wed
    20 - 21 Feb 19 Wed - Thu
    18 - 19 Mar 19 Mon - Tue
  • Brisbane Class Dates

    Book Now

    Level 6, 371 Queen Street, Brisbane , QLD 4000

    26 - 27 Sep 18 Wed - Thu
    23 - 24 Oct 18 Tue - Wed
    21 - 22 Nov 18 Wed - Thu
    18 - 19 Dec 18 Tue - Wed
    16 - 17 Jan 19 Wed - Thu
    12 - 13 Feb 19 Tue - Wed
    13 - 14 Mar 19 Wed - Thu
  • Adelaide Class Dates

    Book Now

    19 Young Street, Adelaide , SA 5000

    26 - 27 Sep 18 Wed - Thu
    24 - 25 Oct 18 Wed - Thu
    05 - 06 Dec 18 Wed - Thu
    06 - 07 Feb 19 Wed - Thu
    27 - 28 Mar 19 Wed - Thu
  • Canberra Class Dates

    Level 2, 10 Moore Street, Canberra , ACT 2601

    Classes scheduled on demand in Canberra

    Please Join our waitlist and we'll notify you when a new class is scheduled or contact us to disucss your training needs.

  • Perth Class Dates

    Level 1, 140 St Georges Terrace, Perth , WA 6000

    Classes scheduled on demand in Perth

    Please Join our waitlist and we'll notify you when a new class is scheduled or contact us to disucss your training needs.

Course Units

Expand full topic list

Unit 1: Xero Introduction

  • Cloud Based Accounting
  • Understanding Logins, Access and Pricing
  • Understanding my Xero
  • Access my Xero
  • Access the Xero Demo Company
  • Creating a New Organisation
  • Completing the Setup Guide
  • Understanding the Xero Dashboard
  • Understanding the Xero Menus, Icons & Tabs
  • Getting Help & Support
  • Understanding Xero Notifications
  • Understanding Xero Files
  • Uploading a File to the Inbox
  • Taking a Photo
  • Emailing a File to the Inbox
  • Creating a Folder
  • Create a Transaction from Files

See more

Unit 2: Xero Setup

  • Understanding Organisation Settings
  • Understanding Financial Settings
  • Understanding Tracking Categories
  • Creating Tracking Categories
  • Rename a Tracking Category
  • Archive or Delete a Tracking Category
  • Restore a Tracking Category
  • Understanding Multi-Currency
  • Adding a Currency
  • View or Edit a Currency
  • Understanding Tax Rates
  • Add a Tax Rate
  • Understanding Email Settings
  • Create an Email Template
  • View or Edit an Email Template
  • Add an Email Address
  • Add a Custom Contact Link
  • Send a Xero Network Invite (Xero to Xero)
  • Understanding Add-ons

See more

Unit 3: Users

  • Understanding User Roles
  • Adding a User
  • Editing a User
  • Removing a User
  • Inviting Xero Support

See more

Unit 4: Chart of Accounts

  • Understanding Chart of Accounts
  • Account Input Fields
  • Importing a Chart of Accounts
  • Adding an Account
  • Editing an Account
  • Deleting an Account
  • Archiving an Account
  • Restoring an Account
  • Exporting a Chart Of Accounts

See more

Unit 5: Bank Accounts

  • Understanding Bank Accounts & Bank Feeds
  • Adding a Bank Account
  • Adding a Credit Card
  • Establishing Bank Account Feeds
  • Establishing Credit Card Feeds
  • Adding a PayPal Account
  • Establishing PayPal Feeds
  • Account Transactions
  • Creating a Spend Money Transaction
  • Creating a Receive Money Transaction
  • Creating a Transfer Money Transaction
  • Archiving a Bank Account
  • Restoring a Bank Account
  • Understanding Bank Rules
  • Creating a Bank Rule
  • Editing a Bank Rule
  • Bank Statements & Importing
  • Importing a Bank Statement

See more

Unit 6: Conversion Balances

  • Understanding Conversion Balances
  • Understanding the Conversion Date
  • Setting the Conversion Date
  • Entering Conversion Balances
  • Entering Comparative Balances

See more

Unit 7: Contacts

  • Understanding Contacts
  • Contact Input Fields
  • Importing Contacts
  • Creating a Contact Group
  • Allocating To a Contact Group
  • Adding a Contact
  • Editing a Contact
  • Archiving a Contact
  • Restoring a Contact
  • Merging Contacts
  • Exporting Contacts

See more

Unit 8: Inventory

  • Understanding Inventory
  • Inventory Input Fields
  • Creating an Inventory Item (Untracked)
  • Creating an Inventory Item (tracked)
  • Editing an Inventory Item
  • Opening Balances (Tracked Items)
  • Exporting Inventory Items
  • Importing Inventory Items

See more

Unit 9: Invoicing - Sales

  • Understanding Invoice Settings
  • Adding a Payment Service
  • Branding Theme Input Fields
  • Creating a Branding Theme
  • Editing, Copying & Deleting a Branding Theme
  • Understanding the Sales Dashboard
  • Invoice States
  • Invoice Input Fields
  • Creating a New Invoice
  • Attaching Files to Invoices
  • Editing an Invoice
  • Copying an Invoice
  • Voiding an Invoice
  • Emailing an Invoice
  • Printing an Invoice
  • Recording a Payment
  • Sending Receipts
  • Searching Invoices
  • Understanding Repeating Invoices
  • Creating a Repeating Invoice
  • Understanding Credit Notes
  • Creating a Credit Note
  • Importing Invoices
  • Understanding Statements
  • Sending a Statement
  • Batch Deposits

See more

Unit 10: Quotes

  • Understanding Quotes
  • Quote Input Fields
  • Quote States
  • Creating a Quote
  • Sending, Printing and Deleting a Quote
  • Accepting or Declining a Quote
  • Copying Quotes

See more

Unit 11: Purchases

  • Understanding the Purchases Dashboard
  • Bill States
  • Bill Input Fields
  • Creating a New Bill
  • Attaching Files to Bills
  • Editing a Bill
  • Copying a Bill
  • Voiding a Bill
  • Importing Bills
  • Recording a Payment
  • Sending a Remittance
  • Searching Bills
  • Understanding Repeating Bills
  • Creating a Repeating Bill
  • Understanding Credit Notes
  • Creating a Credit Note
  • Understanding Batch Payments
  • Creating a Batch Payment

See more

Unit 12: Purchase Orders

  • Understanding Purchase Orders
  • Purchase Order States
  • Creating a Purchase Order
  • Editing or Deleting a Purchase Order
  • Sending or Printing a Purchase Order
  • Marking a Purchase Order as Billed
  • Copying a Purchase Order

See more

Unit 13: Expense Claims

  • Understanding Expense Claims
  • Expense Claim Input Fields
  • Expense Claim States
  • Creating an Expense Claim
  • Editing and Viewing Expense Claims
  • Submitting an Expense Claim
  • Approving an Expense Claim
  • Declining an Expense Claim
  • Paying an Expense Claim
  • Searching for Previous Claims

See more

Unit 14: Reconciliation

  • Understanding Reconciliation
  • The Reconciliation Screen
  • Cash Coding
  • Bank Statement (Tab)
  • Account Transactions (Tab)
  • Matching
  • Part Payments
  • Minor Adjustments
  • Prepayments
  • Overpayments
  • Creating Spend and Receive Transactions
  • Auto Suggestion
  • Transfers between Bank Accounts
  • Discuss Tab
  • Editing Transactions
  • Reconciliation Report

See more

Unit 15: Fixed Assets

  • Understanding Fixed Assets
  • Fixed Asset States
  • Fixed Asset Input Fields
  • Fixed Asset Start Date
  • Creating a Fixed Asset
  • Importing Fixed Assets
  • Understanding Depreciation
  • Running Depreciation
  • Rolling Back Depreciation
  • Selling And Disposing of Assets
  • Selling a Fixed Asset

See more

Unit 16: Reports

  • Understanding Reports
  • Common Reporting Functions
  • Adding a Summary
  • Adding a Footnote
  • Save a Report (Draft)
  • Publish a Report
  • Export a Report
  • Understanding Report Layout Options
  • Creating a Layout
  • Apply a Layout
  • Edit a Layout
  • Delete a Layout
  • Understanding Report Layout Options
  • Create a Budget
  • Import a Budget
  • Export a Budget

See more

Unit 17: Activity Statement

  • Understanding Activity Statements
  • Complete a Business Activity Statement (BAS)
  • Complete an Instalment Activity Statement (IAS)

See more

Training Packages

Xero Training Package

$ 962 incl GST

(You save $193)

Duration

3 days

Enquire Book Now
Pay later

Related Courses

Course Reviews

(5.00 out of 5) Nagam E [ 17 September, 2018 ]
The course provided the level of details that I expected and the Instructor covered all I was expecting in a very good manner
(5.00 out of 5) Catherine [ 27 August, 2018 ]
Lana's expertise and knowledge really helped with real world examples and helped us understand more clearer why we had to do certain things in Xero. She is such a high end accountant.
(5.00 out of 5) William L [ 06 August, 2018 ]
This course was very informative about the applications of Xero accounting software and how to make the most of them. I definitely feel that this was a valuable experience.
(4.40 out of 5) Loretta L [ 06 August, 2018 ]
Samantha's instruction is clear and easy to follow, also learned some real world experience from her for using Xero.

Read all course reviews

Enquire Now

Fill in your details to have a training consultant contact you to discuss your training needs.

Your details

Other Ways To Get In Touch

You can also Book Online or call us on 1300 888 724

-

Xero Package


Save $193


Book the 2-day Xero Accounting course and receive 1-day Xero Payroll course for half-price


For more info please

Call 1300 888 724


Enquire Book Now
Back to Top