Full star Half star Star PDF
The Ultimate Training Experience.

Xero Accounting Course

(4.86 out of 5) 1334 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

$792 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
Pay Later

Course Dates

Sydney Class Dates

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

06 - 07 Nov 24 Wed - Thu Online Live
11 - 12 Nov 24 Mon - Tue Classroom
25 - 26 Nov 24 Mon - Tue Online Live
11 - 12 Dec 24 Wed - Thu Classroom
17 - 18 Dec 24 Tue - Wed Online Live
07 - 08 Jan 25 Tue - Wed Online Live
14 - 15 Jan 25 Tue - Wed Classroom
29 - 30 Jan 25 Wed - Thu Online Live
12 - 13 Feb 25 Wed - Thu Classroom
18 - 19 Feb 25 Tue - Wed Online Live
11 - 12 Mar 25 Tue - Wed Classroom
12 - 13 Mar 25 Wed - Thu Online Live
Melbourne Class Dates

Level 12, 379 Collins Street, Melbourne , VIC 3000

06 - 07 Nov 24 Wed - Thu Online Live
13 - 14 Nov 24 Wed - Thu Classroom
25 - 26 Nov 24 Mon - Tue Classroom
25 - 26 Nov 24 Mon - Tue Online Live
16 - 17 Dec 24 Mon - Tue Classroom
17 - 18 Dec 24 Tue - Wed Online Live
07 - 08 Jan 25 Tue - Wed Online Live
20 - 21 Jan 25 Mon - Tue Classroom
29 - 30 Jan 25 Wed - Thu Online Live
17 - 18 Feb 25 Mon - Tue Classroom
18 - 19 Feb 25 Tue - Wed Online Live
12 - 13 Mar 25 Wed - Thu Online Live
17 - 18 Mar 25 Mon - Tue Classroom
Brisbane Class Dates

Level 6, 371 Queen Street, Brisbane , QLD 4000

06 - 07 Nov 24 Wed - Thu Online Live
12 - 13 Nov 24 Tue - Wed Classroom
25 - 26 Nov 24 Mon - Tue Online Live
17 - 18 Dec 24 Tue - Wed Online Live
07 - 08 Jan 25 Tue - Wed Online Live
29 - 30 Jan 25 Wed - Thu Online Live
04 - 05 Feb 25 Tue - Wed Classroom
18 - 19 Feb 25 Tue - Wed Online Live
04 - 05 Mar 25 Tue - Wed Classroom
12 - 13 Mar 25 Wed - Thu Online Live
01 - 02 Apr 25 Tue - Wed Classroom
29 - 30 Apr 25 Tue - Wed Classroom
27 - 28 May 25 Tue - Wed Classroom
24 - 25 Jun 25 Tue - Wed Classroom
Canberra Class Dates

All courses facilitated in, Online Live format ,

06 - 07 Nov 24 Wed - Thu Online Live
25 - 26 Nov 24 Mon - Tue Online Live
17 - 18 Dec 24 Tue - Wed Online Live
07 - 08 Jan 25 Tue - Wed Online Live
29 - 30 Jan 25 Wed - Thu Online Live
18 - 19 Feb 25 Tue - Wed Online Live
12 - 13 Mar 25 Wed - Thu Online Live
Adelaide Class Dates

All courses facilitated in, Online Live format ,

06 - 07 Nov 24 Wed - Thu Online Live
25 - 26 Nov 24 Mon - Tue Online Live
17 - 18 Dec 24 Tue - Wed Online Live
07 - 08 Jan 25 Tue - Wed Online Live
29 - 30 Jan 25 Wed - Thu Online Live
18 - 19 Feb 25 Tue - Wed Online Live
12 - 13 Mar 25 Wed - Thu Online Live
Perth Class Dates

All courses facilitated in, Online Live format ,

06 - 07 Nov 24 Wed - Thu Online Live
25 - 26 Nov 24 Mon - Tue Online Live
17 - 18 Dec 24 Tue - Wed Online Live
07 - 08 Jan 25 Tue - Wed Online Live
29 - 30 Jan 25 Wed - Thu Online Live
18 - 19 Feb 25 Tue - Wed Online Live
12 - 13 Mar 25 Wed - Thu Online Live

Course Units

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

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

Unit 3: Users

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

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

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

Unit 6: Conversion Balances

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

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

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

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

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

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

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

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

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

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

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

Unit 17: Activity Statement

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

Training Packages

Xero Training Package

Xero Accounting (2 days)
Xero Payroll (1 day)
$ 990 incl GST
(You save $198)
Total Duration
3 days
Pay Later

Related Courses

Course Reviews

(4.80 out of 5) [ 28 October, 2024 ]

This is a very informative course. There is a lot of information, though very useful. I have learnt a lot.

(4.70 out of 5) [ 28 October, 2024 ]

Great course. Fabulous with small number in class. A heap of knowledge. Lots to take in so great that you can come back and do it again.

(5.00 out of 5) [ 16 October, 2024 ]

Gordan was a great instructor and gave very clear instructions that were easy to follow and allowed me to learn a few new tricks with Xero that I didn't know about before.

(5.00 out of 5) [ 16 October, 2024 ]

Gordon was great, he delivered the course well. I would like it if there was an advanced course to follow on

Read all course reviews

Enquire Now

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

Note: Form fields marked with * are required.

Your details
Please enter a valid email address for shipping updates.
I am enquiring about a...
Xero Package
Save $198

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

View Package Details

REQUEST A CALLBACK
A team member will call you at a time convenient to you.
Your message was sent, thank you!
Contact us

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