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Xero Essentials Course

(4.83 out of 5) 453 Student Reviews

About the Course

During this 1 day hands-on course, participants will develop the skills necessary to navigate and utilise the various features of Xero. Participants will work through real world examples to gain a working knowledge that will allow for day to day use of the Xero accounting software. All courses are taught by experienced Xero consultants with real world bookkeeping experience.

Who should do this course?

This course is intended for those who wish to learn how to use the Xero accounting software to manage the day to day operations of a small or medium sized business. It is ideal for bookkeepers, accountants and business owners looking to transition from other accounting platforms.


This course is suitable for participants with some experience using other accounting packages and want to get up to speed with Xero. Participants must come ready with a username and password to access their own Xero account or Xero trial account.

Course Benefits

  • FREE Re-sit up to 8 months
  • FREE eMail Support
  • Certified Expert Trainers
  • Printed Course Manual
  • Certificate of Completion
  • Small Class Sizes
  • Hands-on Training Methods
  • Fully Set-Up Computer Labs

Quick Facts

$ 385 incl GST

Duration: 1 Days

Max. Class Size: 10

Avg. Class Size: 5

Level: Beginner

Times: 9.00am to 5.00pm approx

Course Dates

25 Aug 17Fri

05 Sep 17Tue

21 Sep 17Thu

06 Oct 17Fri

16 Oct 17Mon

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

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28 Aug 17Mon

14 Sep 17Thu

25 Sep 17Mon

10 Oct 17Tue

27 Oct 17Fri

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Level 12
379 Collins Street,
Melbourne , VIC 3000

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01 Sep 17Fri

19 Sep 17Tue

24 Oct 17Tue

23 Nov 17Thu

19 Dec 17Tue

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C/O Support Technology
Level 6, 371 Queen Street,
Brisbane , QLD 4000

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22 Sep 17Fri

20 Oct 17Fri

17 Nov 17Fri

08 Dec 17Fri

12 Jan 18Fri

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C/O Atlas Business Services
Level 1, 33 Ainslie Place,
Canberra , ACT 2601

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Upon demand

This course is currently upon demand in Adelaide


C/O The International Visualisation Centre (IVC)
19 Young Street,
Adelaide , SA 5000

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Upon demand

This course is currently upon demand in Perth


C/O Saxons Training Facilities
Level 1, 140 St Georges Terrace,
Perth , WA 6000

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Please Join the waiting list and We'll notify you when a new class is scheduled or if a place becomes available.

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
  • Bank Rules
  • Creating A Bank Rule
  • Editing A Bank Rule
  • Bank Statements & Importing
  • Importing A Bank Statement

Unit 6: 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 7: 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 8: 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 9: Reconciliation

See topics

  • Understanding Reconciliation
  • The Reconciliation Screen
  • Cash Coding
  • Bank Statement
  • Account Transactions
  • Matching
  • Part Payments
  • Minor Adjustments
  • Prepayments
  • Overpayments
  • Creating Spend And Receive Transactions
  • Auto Suggestion
  • Transfers Between Bank Accounts
  • Discuss Tab
  • Editing Transactions
  • Editing a Transaction
  • Reconciliation Report

Unit 10: 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 11: Activity Statement

See topics

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


(5.00 out of 5) Joanne S [ 15 August, 2017 ]
Ally was very clear about teaching the basics of Xero and its many advantages in the running of business today.
(4.90 out of 5) Andrew c [ 08 August, 2017 ]
Great course....pace was good and Sam was able to answer my questions regarding my company's situation

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(4.00 out of 5) Vardhaman L [ 08 August, 2017 ]
Well designed course to cover the basics of Xero in a day. Instructor was very patient in answering all our queries and in attending to us individually.
(4.90 out of 5) Julia B [ 08 August, 2017 ]
Extremely helpful. Instructor was clear, concise and professional. Instructor helped to answer individual questions and also worked at a good pace for the whole group. Instructor obviously had extensive accounting knowledge and a lot of understanding about the software. I would recommend this course to others, in particular with this instructor directing the day of training. I only wrote 4 in one question as I am new to this field and sometimes had to catch up. Otherwise, the pace would be fine if I had had previous knowledge and experience within the field.

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