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Xero Training for Accountants and Bookkeepers
127 4.7 (11 Reviews)
Get thorough training on Xero to advance your career
In which sectors do you wish to launch your career?
- Accountant Manager
- Financial Accounting Manager
- Accountant Bookkeeper
- Accounting Clerk
- Finance Administrator
All these roles will need a thorough understanding of Xero knowledge that will advance your work, save your time and efficiently help you complete your bookkeeping tasks. So, if you want to get prioritised by the recruiter over other applicants, you must acquire the expertise in Xero right now. The Xero Training For Accountants And Bookkeepers course is the perfect place to start.
This course will introduce you to the ins and outs of Xero. While going through our learning materials, you will get to learn how to register a business, enter financial data, add contacts as well as how to record customer receipts and enter supplier checks. You will also learn to set up petty cash, add or connect a bank, Paypal, or Stripe, and reconcile a bank. After the end of the training, you will be able to create end reports and make account changes.
So, what are you waiting for? Complete this course and get a QLS- Endorsed certificate of achievement that will enhance the value of your resume and grab the attention of the recruiter.
Disclaimer
This self-paced course aims to improve your knowledge and understanding of the Xero accounting software. Please note that this training programme is not associated with Xero Limited. Upon successful completion of the course, you will receive a CPD QS certificate, not an official Xero certification.
Sneak Peek
Learning Outcomes
- Gain a thorough understanding of Xero bookkeeping at all levels
- Learn how to register a business, enter financial data, add contacts and also know how to switch from another piece of software
- Get started right away with bills, accounts, fixed assets, and more
- Understand how to record customer receipts and enter supplier checks.
- Develop the skills to set up petty cash, add or connect a bank, Paypal, or Stripe, reconcile a bank, and more
- Understand how to create and check the manual or digital filing of the VAT returns
- Learn the skills to create month-end reports and make account changes
Why choose this course
- Affordable, Accessible, informative and well-structured study materials
- Earn a globally recognised accredited qualification
- Study in your own time, at your own pace, through any device
- Benefit from feedback through mock exams and multiple-choice assessments
- Excellent career advancement/career switch opportunities
- Get 24/7 help or advice from our email and live chat teams
Who is this course for
- Those seeking to expand their service offerings
- Individuals looking to transition careers
- Existing accounting professionals looking to upskill
- Accounting professionals seeking Xero certification
Entry requirements
This course is available to learners of all academic backgrounds, but you must be 16 or above to undertake the qualification.
Apart from that, all you need is an internet connection, a good understanding of English and a passion for learning.
Sneak Peek
Certification
CPD Accredited Certificate
After the successful completion of the final assessment, you will receive a CPD-accredited certificate of achievement. The PDF certificate is for 9.99, and it will be sent to you immediately after through email. You can get the hard copy for 15.99, which will reach your doorsteps by post.
Career path
- Payroll Administrator
- Accounting Clerk
- Bookkeeper
- Office Administrator
- Staff Accountant
Course Curriculum
| Introduction | |||
| Introduction | 00:02:00 | ||
| Getting Started | |||
| Introduction – Getting Started | 00:01:00 | ||
| Signing up to Xero | 00:04:00 | ||
| Quick Tour of Xero | 00:12:00 | ||
| Initial Xero Settings | 00:13:00 | ||
| Chart of Accounts | 00:14:00 | ||
| Adding Bank Accounts | 00:08:00 | ||
| Demo Company | 00:04:00 | ||
| Tracking Categories | 00:07:00 | ||
| Contacts | 00:12:00 | ||
| Invoices and Sales | |||
| Introduction – Invoices and Sales | 00:01:00 | ||
| Sales Screens | 00:04:00 | ||
| Invoice Settings | 00:13:00 | ||
| Creating an Invoice | 00:18:00 | ||
| Repeating Invoices | 00:07:00 | ||
| Credit Notes | 00:10:00 | ||
| Quotes Settings | 00:03:00 | ||
| Creating Quotes | 00:07:00 | ||
| Other Invoicing Tasks | 00:03:00 | ||
| Sending Statements | 00:03:00 | ||
| Sales Reporting | 00:05:00 | ||
| Bills and Purchases | |||
| Introduction – Bills and Purchases | 00:01:00 | ||
| Purchases Screens | 00:04:00 | ||
| Bill Settings | 00:02:00 | ||
| Creating a Bill | 00:13:00 | ||
| Repeating Bills | 00:05:00 | ||
| Credit Notes | 00:06:00 | ||
| Purchase Order Settings | 00:02:00 | ||
| Purchase Orders | 00:08:00 | ||
| Batch Payments | 00:12:00 | ||
| Other Billing Tasks | 00:02:00 | ||
| Sending Remittances | 00:03:00 | ||
| Purchases Reporting | 00:05:00 | ||
| Bank Accounts | |||
| Introduction – Bank Accounts | 00:01:00 | ||
| Bank Accounts Screens | 00:07:00 | ||
| Automatic Matching | 00:04:00 | ||
| Reconciling Invoices | 00:06:00 | ||
| Reconciling Bills | 00:03:00 | ||
| Reconciling Spend Money | 00:05:00 | ||
| Reconciling Receive Money | 00:04:00 | ||
| Find and Match | 00:04:00 | ||
| Bank Rules | 00:09:00 | ||
| Cash Coding | 00:03:00 | ||
| Remove and Redo vs Unreconcile | 00:04:00 | ||
| Uploading Bank Transactions | 00:07:00 | ||
| Automatic Bank Feeds | 00:06:00 | ||
| Products and Services | |||
| Introduction – Products and Services | 00:01:00 | ||
| Products and Services Screen | 00:02:00 | ||
| Adding Services | 00:03:00 | ||
| Adding Untracked Products | 00:03:00 | ||
| Adding Tracked Products | 00:07:00 | ||
| Fixed Assets | |||
| Introduction – Fixed Assets | 00:01:00 | ||
| Fixed Assets Settings | 00:06:00 | ||
| Adding Assets from Bank Transactions | 00:06:00 | ||
| Adding Assets from Spend Money | 00:05:00 | ||
| Adding Assets from Bills | 00:02:00 | ||
| Depreciation | 00:04:00 | ||
| Payroll | |||
| Introduction – Payroll | 00:01:00 | ||
| Payroll Settings | 00:15:00 | ||
| Adding Employees | 00:18:00 | ||
| Paying Employees | 00:10:00 | ||
| Payroll Filing | 00:04:00 | ||
| Vat Returns | |||
| Introduction – VAT Returns | 00:01:00 | ||
| VAT Settings | 00:02:00 | ||
| VAT Returns – Manual Filing | 00:06:00 | ||
| VAT Returns – Digital Filing | 00:02:00 | ||
| Next Steps and Bonus Lesson | |||
| What Now? | 00:01:00 | ||
| Mock Exam | |||
| Mock Exam – Xero Training for Accountants and Bookkeepers | 00:20:00 | ||
| Final Exam | |||
| Final Exam – Xero Training for Accountants and Bookkeepers | 00:20:00 | ||
| Order your Certificates & Transcripts | |||
| Order Certificates & Transcripts / CPD QS | 00:00:00 | ||
Original price was: £319.£25Current price is: £25. ex Vat
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Frequently asked questions
Can’t find the anwser you’re looking for ? Reach out to customer support team.
The cost of Xero training can vary widely depending on the provider and the depth of the course. Official Xero training courses can range from free introductory webinars to more advanced courses that could cost several hundred dollars.
Yes, Xero offers free training through various formats, including online webinars, guides, and video tutorials. These are especially useful for new users and basic learning.
The best way to learn Xero depends on your learning style. Many find a combination of Xero's free online resources, hands-on practice, and formal training or courses to be effective.
Yes, you can learn Xero by yourself using the free resources Xero provides, such as video tutorials, help articles, and community forums. However, more complex features might require structured training.
Xero offers a "Xero for Accountants and Bookkeepers" program, where registered accountants and bookkeepers can access Xero free for their practice but not for commercial client management.
Xero training refers to educational programs and resources designed to teach users how to effectively use Xero accounting software. These can be online courses, webinars, or in-person classes.
A Xero course is a structured learning path, often with a set curriculum, to teach the functionalities and best practices of Xero software. These courses range from beginner to advanced levels.
Xero offers a free trial, but its full services require a subscription. The price varies based on the features and the number of users.
Xero is widely used by accountants globally, but exact numbers can vary.
Xero is a publicly traded company and has reported profits in its financial statements. The specifics can vary year to year.
Yes, Xero generates revenue primarily through subscription fees for its software services.
Many users find Xero user-friendly and easier to learn than some other accounting software, especially with the help of its tutorials and support resources.
Xero is a dedicated accounting software with real-time data updates, automated features like bank feeds, and compliance with accounting standards, unlike Excel which requires manual entry and is prone to errors.
Yes, Xero certification can be useful, especially for accountants and bookkeepers looking to demonstrate their proficiency in the software to clients and employers.
The duration of a Xero course varies based on the course's depth and your pace. Basic courses can take a few hours, while comprehensive training might spread over several weeks.
To start with Xero, sign up for a free trial, explore the software, use the free learning resources provided by Xero, and consider a structured course if needed for deeper understanding.