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Xero Accounting Course

(4.85 out of 5) 977 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
  • Times: 9.00am to 5.00pm approx
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Course Dates

  • Sydney Class Dates

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

    30 - 31 May 22 Mon - Tue Online Live
    08 - 09 Jun 22 Wed - Thu Classroom
    15 - 16 Jun 22 Wed - Thu Online Live
    27 - 28 Jun 22 Mon - Tue Classroom
    04 - 05 Jul 22 Mon - Tue Online Live
    19 - 20 Jul 22 Tue - Wed Online Live
    20 - 21 Jul 22 Wed - Thu Classroom
    09 - 10 Aug 22 Tue - Wed Classroom
    16 - 17 Aug 22 Tue - Wed Online Live
    31 Aug - 01 Sep 22 Wed - Thu Classroom
    05 - 06 Sep 22 Mon - Tue Online Live
    19 - 20 Sep 22 Mon - Tue Classroom
    27 - 28 Sep 22 Tue - Wed Online Live
    12 - 13 Oct 22 Wed - Thu Classroom
    24 - 25 Oct 22 Mon - Tue Online Live
    31 Oct - 01 Nov 22 Mon - Tue Classroom
    16 - 17 Nov 22 Wed - Thu Online Live
    22 - 23 Nov 22 Tue - Wed Classroom
    06 - 07 Dec 22 Tue - Wed Online Live
    14 - 15 Dec 22 Wed - Thu Classroom
  • Melbourne Class Dates

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    Level 12, 379 Collins Street, Melbourne , VIC 3000

    25 - 26 May 22 Wed - Thu Classroom
    30 - 31 May 22 Mon - Tue Online Live
    14 - 15 Jun 22 Tue - Wed Classroom
    15 - 16 Jun 22 Wed - Thu Online Live
    04 - 05 Jul 22 Mon - Tue Online Live
    04 - 05 Jul 22 Mon - Tue Classroom
    19 - 20 Jul 22 Tue - Wed Online Live
    27 - 28 Jul 22 Wed - Thu Classroom
    16 - 17 Aug 22 Tue - Wed Classroom
    16 - 17 Aug 22 Tue - Wed Online Live
    05 - 06 Sep 22 Mon - Tue Classroom
    05 - 06 Sep 22 Mon - Tue Online Live
    27 - 28 Sep 22 Tue - Wed Classroom
    27 - 28 Sep 22 Tue - Wed Online Live
    19 - 20 Oct 22 Wed - Thu Classroom
    24 - 25 Oct 22 Mon - Tue Online Live
    09 - 10 Nov 22 Wed - Thu Classroom
    16 - 17 Nov 22 Wed - Thu Online Live
    05 - 06 Dec 22 Mon - Tue Classroom
    06 - 07 Dec 22 Tue - Wed Online Live
  • Brisbane Class Dates

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    Level 6, 371 Queen Street, Brisbane , QLD 4000

    30 - 31 May 22 Mon - Tue Online Live
    31 May - 01 Jun 22 Tue - Wed Classroom
    15 - 16 Jun 22 Wed - Thu Online Live
    28 - 29 Jun 22 Tue - Wed Classroom
    04 - 05 Jul 22 Mon - Tue Online Live
    19 - 20 Jul 22 Tue - Wed Online Live
    26 - 27 Jul 22 Tue - Wed Classroom
    16 - 17 Aug 22 Tue - Wed Online Live
    23 - 24 Aug 22 Tue - Wed Classroom
    05 - 06 Sep 22 Mon - Tue Online Live
    20 - 21 Sep 22 Tue - Wed Classroom
    27 - 28 Sep 22 Tue - Wed Online Live
    18 - 19 Oct 22 Tue - Wed Classroom
    24 - 25 Oct 22 Mon - Tue Online Live
    15 - 16 Nov 22 Tue - Wed Classroom
    16 - 17 Nov 22 Wed - Thu Online Live
    06 - 07 Dec 22 Tue - Wed Online Live
    13 - 14 Dec 22 Tue - Wed Classroom
  • Canberra Class Dates

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    All courses facilitated in, Online Live format ,

    30 - 31 May 22 Mon - Tue Online Live
    15 - 16 Jun 22 Wed - Thu Online Live
    04 - 05 Jul 22 Mon - Tue Online Live
    19 - 20 Jul 22 Tue - Wed Online Live
    16 - 17 Aug 22 Tue - Wed Online Live
    05 - 06 Sep 22 Mon - Tue Online Live
    27 - 28 Sep 22 Tue - Wed Online Live
    24 - 25 Oct 22 Mon - Tue Online Live
    16 - 17 Nov 22 Wed - Thu Online Live
    06 - 07 Dec 22 Tue - Wed Online Live
  • Adelaide Class Dates

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    All courses facilitated in, Online Live format ,

    30 - 31 May 22 Mon - Tue Online Live
    15 - 16 Jun 22 Wed - Thu Online Live
    04 - 05 Jul 22 Mon - Tue Online Live
    19 - 20 Jul 22 Tue - Wed Online Live
    16 - 17 Aug 22 Tue - Wed Online Live
    05 - 06 Sep 22 Mon - Tue Online Live
    27 - 28 Sep 22 Tue - Wed Online Live
    24 - 25 Oct 22 Mon - Tue Online Live
    16 - 17 Nov 22 Wed - Thu Online Live
    06 - 07 Dec 22 Tue - Wed Online Live
  • Perth Class Dates

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    All courses facilitated in, Online Live format ,

    30 - 31 May 22 Mon - Tue Online Live
    15 - 16 Jun 22 Wed - Thu Online Live
    04 - 05 Jul 22 Mon - Tue Online Live
    19 - 20 Jul 22 Tue - Wed Online Live
    16 - 17 Aug 22 Tue - Wed Online Live
    05 - 06 Sep 22 Mon - Tue Online Live
    27 - 28 Sep 22 Tue - Wed Online Live
    24 - 25 Oct 22 Mon - Tue Online Live
    16 - 17 Nov 22 Wed - Thu Online Live
    06 - 07 Dec 22 Tue - Wed 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

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Unit 3: Users

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

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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

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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

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Unit 6: Conversion Balances

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

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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

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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

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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

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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

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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

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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

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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

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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

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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
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Related Courses

Course Reviews

(4.00 out of 5) Rebecca D [ 19 April, 2022 ]
I found this course to be at a good pace. The content of the course was informative and all questions asked were answered by Jeff. For me, I had to change my mentality from working with a very regimented accounting program to a program which I feel is very manipulative, however Jeff was able to explain all the reasons as to why the program is designed the way it is.
(4.90 out of 5) Nick B [ 19 April, 2022 ]
Jeff's expertise with with Xero was evident as he stepped through the platform methodically and with a steady pace. He was able to interpret queries well and articulate answers well for the class too. He was engaging throughout the two days which assisted my learning. I will return for the Payroll component in due course which I'm looking forward to.
(5.00 out of 5) Hayden S [ 06 April, 2022 ]
Very informative and touched all parts of xero. I would have liked to have more time to time drill down on what is important to me however, I understand being in a group this is not possible.
(4.80 out of 5) Sherry C [ 05 April, 2022 ]
Course had a lot of content. Explained in detail all aspects of the xero accounting program. It is a lot to take in in such a short period of time.

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Xero Package


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


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