1300 888 724

8.30am to 5:30pm AEST (Mon-Fri)

Xero Accounting Course

(4.82 out of 5) 329 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

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

    10 - 11 Jan 18 Wed - Thu
    29 - 30 Jan 18 Mon - Tue
    20 - 21 Feb 18 Tue - Wed
    12 - 13 Mar 18 Mon - Tue
    04 - 05 Apr 18 Wed - Thu
    23 - 24 Apr 18 Mon - Tue
    15 - 16 May 18 Tue - Wed
    04 - 05 Jun 18 Mon - Tue
    25 - 26 Jun 18 Mon - Tue
  • Melbourne Class Dates

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    Level 12, 379 Collins Street, Melbourne , VIC 3000

    09 - 10 Jan 18 Tue - Wed
    31 Jan - 01 Feb 18 Wed - Thu
    20 - 21 Feb 18 Tue - Wed
    14 - 15 Mar 18 Wed - Thu
    03 - 04 Apr 18 Tue - Wed
    23 - 24 Apr 18 Mon - Tue
    15 - 16 May 18 Tue - Wed
    06 - 07 Jun 18 Wed - Thu
    25 - 26 Jun 18 Mon - Tue
  • Brisbane Class Dates

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    Level 6, 371 Queen Street, Brisbane , QLD 4000

    17 - 18 Jan 18 Wed - Thu
    13 - 14 Feb 18 Tue - Wed
    07 - 08 Mar 18 Wed - Thu
    11 - 12 Apr 18 Wed - Thu
    08 - 09 May 18 Tue - Wed
    05 - 06 Jun 18 Tue - Wed
  • Adelaide Class Dates

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    19 Young Street, Adelaide , SA 5000

    17 - 18 Jan 18 Wed - Thu
    26 - 27 Feb 18 Mon - Tue
    10 - 11 Apr 18 Tue - Wed
    23 - 24 May 18 Wed - Thu
    02 - 03 Jul 18 Mon - Tue
    15 - 16 Aug 18 Wed - Thu
    26 - 27 Sep 18 Wed - Thu
  • Perth Class Dates

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

    17 - 18 Jan 18 Wed - Thu
    12 - 13 Feb 18 Mon - Tue
    20 - 21 Mar 18 Tue - Wed
    18 - 19 Apr 18 Wed - Thu
    15 - 16 May 18 Tue - Wed
    13 - 14 Jun 18 Wed - Thu
  • Canberra Class Dates

    Level 1, 33 Ainslie Place, 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.

Course Units

Expand full topic list

Unit 1: Xero Introduction

See topics

  • 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

Unit 2: Xero Setup

See topics

  • 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

Unit 3: Users

See topics

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

Unit 4: Chart of Accounts

See topics

  • 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

Unit 5: Bank Accounts

See topics

  • 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

Unit 6: Conversion Balances

See topics

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

Unit 7: Contacts

See topics

  • 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

Unit 8: Inventory

See topics

  • 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

Unit 9: Invoicing - Sales

See topics

  • 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

Unit 10: Quotes

See topics

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

Unit 11: Purchases

See topics

  • 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

Unit 12: Purchase Orders

See topics

  • 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

Unit 13: Expense Claims

See topics

  • 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

Unit 14: Reconciliation

See topics

  • 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

Unit 15: Fixed Assets

See topics

  • 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

Unit 16: Reports

See topics

  • 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

Unit 17: Activity Statement

See topics

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

Training Packages

Xero Training Package

$ 962 incl GST

(You save $193)

Duration

3 days

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Related Courses

Course Reviews

(5.00 out of 5) Bridget C [ 21 November, 2017 ]
It was a great course. You could ask for the real life situation and educated what you need to do in real life.
(5.00 out of 5) Szilvia S [ 20 November, 2017 ]
Lana was very knowledgeable about all the subject , specially when it came to explain real life scenarios and applying the theory to real problems.
(4.20 out of 5) Mona [ 20 November, 2017 ]
very informative, lanas teaching methods are excellent and would recommend her to any one interested in this course
(4.90 out of 5) Gordon L [ 31 October, 2017 ]
I found this course to be very helpful for a first time Xero user. Marie was very patient and explained everything very clearly.

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