Xero Accounting Course
(4.86 out of 5) 1244 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
$770 incl GST
- Duration:2 Days
- Max. Class Size:10
- Avg. Class Size:5
-
Study Mode:
Classroom Online Live
- Level:Beginner
- Course Times: Classroom: 9.00am to 5.00pm approx(Local Time) Online Live: 9.00am to 5.00pm approx(AEST or AEDT)
- Download Course PDF
Course Dates
Sydney Class Dates
Level 11, 32 Walker Street, North Sydney , NSW 2060
| 29 - 30 Apr 24 | Mon - Tue | Online Live |
| 01 - 02 May 24 | Wed - Thu | Classroom |
| 21 - 22 May 24 | Tue - Wed | Online Live |
| 28 - 29 May 24 | Tue - Wed | Classroom |
| 12 - 13 Jun 24 | Wed - Thu | Online Live |
| 24 - 25 Jun 24 | Mon - Tue | Classroom |
| 02 - 03 Jul 24 | Tue - Wed | Online Live |
| 22 - 23 Jul 24 | Mon - Tue | Online Live |
| 24 - 25 Jul 24 | Wed - Thu | Classroom |
| 14 - 15 Aug 24 | Wed - Thu | Online Live |
| 20 - 21 Aug 24 | Tue - Wed | Classroom |
| 03 - 04 Sep 24 | Tue - Wed | Online Live |
| 16 - 17 Sep 24 | Mon - Tue | Classroom |
| 23 - 24 Sep 24 | Mon - Tue | Online Live |
Melbourne Class Dates
Level 12, 379 Collins Street, Melbourne , VIC 3000
| 29 - 30 Apr 24 | Mon - Tue | Online Live |
| 13 - 14 May 24 | Mon - Tue | Classroom |
| 21 - 22 May 24 | Tue - Wed | Online Live |
| 12 - 13 Jun 24 | Wed - Thu | Classroom |
| 12 - 13 Jun 24 | Wed - Thu | Online Live |
| 02 - 03 Jul 24 | Tue - Wed | Online Live |
| 08 - 09 Jul 24 | Mon - Tue | Classroom |
| 22 - 23 Jul 24 | Mon - Tue | Online Live |
| 05 - 06 Aug 24 | Mon - Tue | Classroom |
| 14 - 15 Aug 24 | Wed - Thu | Online Live |
| 02 - 03 Sep 24 | Mon - Tue | Classroom |
| 03 - 04 Sep 24 | Tue - Wed | Online Live |
| 23 - 24 Sep 24 | Mon - Tue | Online Live |
Brisbane Class Dates
Level 6, 371 Queen Street, Brisbane , QLD 4000
| 29 - 30 Apr 24 | Mon - Tue | Online Live |
| 30 Apr - 01 May 24 | Tue - Wed | Classroom |
| 21 - 22 May 24 | Tue - Wed | Online Live |
| 28 - 29 May 24 | Tue - Wed | Classroom |
| 12 - 13 Jun 24 | Wed - Thu | Online Live |
| 25 - 26 Jun 24 | Tue - Wed | Classroom |
| 02 - 03 Jul 24 | Tue - Wed | Online Live |
| 22 - 23 Jul 24 | Mon - Tue | Online Live |
| 23 - 24 Jul 24 | Tue - Wed | Classroom |
| 14 - 15 Aug 24 | Wed - Thu | Online Live |
| 20 - 21 Aug 24 | Tue - Wed | Classroom |
| 03 - 04 Sep 24 | Tue - Wed | Online Live |
| 17 - 18 Sep 24 | Tue - Wed | Classroom |
| 23 - 24 Sep 24 | Mon - Tue | Online Live |
Canberra Class Dates
All courses facilitated in, Online Live format ,
| 29 - 30 Apr 24 | Mon - Tue | Online Live |
| 21 - 22 May 24 | Tue - Wed | Online Live |
| 12 - 13 Jun 24 | Wed - Thu | Online Live |
| 02 - 03 Jul 24 | Tue - Wed | Online Live |
| 22 - 23 Jul 24 | Mon - Tue | Online Live |
| 14 - 15 Aug 24 | Wed - Thu | Online Live |
| 03 - 04 Sep 24 | Tue - Wed | Online Live |
| 23 - 24 Sep 24 | Mon - Tue | Online Live |
Adelaide Class Dates
All courses facilitated in, Online Live format ,
| 29 - 30 Apr 24 | Mon - Tue | Online Live |
| 21 - 22 May 24 | Tue - Wed | Online Live |
| 12 - 13 Jun 24 | Wed - Thu | Online Live |
| 02 - 03 Jul 24 | Tue - Wed | Online Live |
| 22 - 23 Jul 24 | Mon - Tue | Online Live |
| 14 - 15 Aug 24 | Wed - Thu | Online Live |
| 03 - 04 Sep 24 | Tue - Wed | Online Live |
| 23 - 24 Sep 24 | Mon - Tue | Online Live |
Perth Class Dates
All courses facilitated in, Online Live format ,
| 29 - 30 Apr 24 | Mon - Tue | Online Live |
| 21 - 22 May 24 | Tue - Wed | Online Live |
| 12 - 13 Jun 24 | Wed - Thu | Online Live |
| 02 - 03 Jul 24 | Tue - Wed | Online Live |
| 22 - 23 Jul 24 | Mon - Tue | Online Live |
| 14 - 15 Aug 24 | Wed - Thu | Online Live |
| 03 - 04 Sep 24 | Tue - Wed | Online Live |
| 23 - 24 Sep 24 | Mon - Tue | Online Live |
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
Related Courses
Course Reviews
The course is good for entry level Xero users especially those with no experience with other accounting software and little accounting knowledge.
A very good 2 days. Informative, practical and exceptionally well delivered by Jeff. Great having an experienced Accountant/Bookkeeper. Many thanks for the information sharing.
Interesting anicdotes, stories and explanations which makes the content quite relateable. Really good to hear up to date feedback on xero's proposed and actual software amendments both now and in the near future.
The course was very good. Learnt a lot. Jeff is a great teacher. Informative and keeps you interesting with his humour and stories
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