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Certificate in Xero

Course Description

Learn how to use Xero, and FAST!

Gain an intermediate level of knowledge and learn how to use Xero Accounting to manage your own business accounts or

English
Created by
Last updated Sun, 31-May-2020
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Course overview

Course Description

Learn how to use Xero, and FAST!

Gain an intermediate level of knowledge and learn how to use Xero Accounting to manage your own business accounts or your client’s accounts. This Xero training will set you up with a strong understanding and practical knowledge of Xero to advance your business or career. 

 

Course Duration

Fit study around your schedule, in your own time, and expect the course to take around 15 hours.

What will i learn?

  • Xero Online
  • Xero Chart of Accounts
  • Managing contacts with Xero
  • Xero Sales, Invoices, Quotes & Inventory
  • Xero Purchases & Bills
  • Xero Bank Reconciliation & Managing Accounts
  • Xero Reporting Overview
  • Xero & Payroll Add-ons
Requirements
Curriculum for this course
77 Lessons 15 hrs
Certificate in Xero
1 Lessons 15:00:00 Hours
  • Certificate in Xero
    Preview 15:00:00
Introduction to Xero Online
10 Lessons
  • Overview & Learning Outcomes
    Preview .
  • What is Xero?
    Preview .
  • Understanding Cloud Accounting
    Preview .
  • What do you need to use Xero?
    Preview .
  • Sign up with Xero
    Preview .
  • Your Trial or the Demo Company?
    Preview .
  • Two-Step Authentication
    Preview .
  • Navigate Xero
    Preview .
  • Demo Company Options
    Preview .
  • Quiz: Introduction to Xero Online
    Preview .
Xero Chart of Accounts
7 Lessons
  • Overview & Learning Outcomes
    Preview .
  • Overview of Chart of Accounts
    Preview .
  • Default Accounts
    Preview .
  • Tax
    Preview .
  • Delete or Archive Individual Accounts
    Preview .
  • Import & Export a Chart of Accounts
    Preview .
  • Quiz: Xero Chart of Accounts
    Preview .
Managing Contacts with Xero
7 Lessons
  • Overview & Learning Outcomes
    Preview .
  • Contacts
    Preview .
  • Adding a New Contact
    Preview .
  • Importing and Exporting Contacts
    Preview .
  • Merging and Groups
    Preview .
  • Archiving and Restoring Contacts
    Preview .
  • Quiz: Managing Contacts with Xero
    Preview .
Xero Sales, Invoices, Quotes & Inventory
10 Lessons
  • Overview & Learning Outcomes
    Preview .
  • Creating Invoices
    Preview .
  • Creating Invoices for Groups
    Preview .
  • Customise Invoice Templates
    Preview .
  • Statements
    Preview .
  • Awaiting Payments and Overdue Tabs
    Preview .
  • Quotes
    Preview .
  • Products and Services Overview
    Preview .
  • Key Tasks with Inventory
    Preview .
  • Quiz: Xero Sales, Invoicing, Quotes & Inventory
    Preview .
Xero Purchases & Bills
8 Lessons
  • Overview & Learning Outcomes
    Preview .
  • Purchases and Bills Overview
    Preview .
  • Creating New Bills
    Preview .
  • Record Payment of a Bill
    Preview .
  • Partial Payments and Overpayments
    Preview .
  • Batch Payments and Deleting Bills
    Preview .
  • Sending Remittance Advice and Credit Notes
    Preview .
  • Quiz: Xero Purchases & Bills
    Preview .
Xero Bank Reconciliation & Managing Accounts
12 Lessons
  • Overview & Learning Outcomes
    Preview .
  • How does Bank Reconciliation work in Xero?
    Preview .
  • Connecting Xero with Your Bank Accounts
    Preview .
  • Bank Reconciliation Screen
    Preview .
  • Reconcile Bank Statement Lines with Xero Transactions
    Preview .
  • Matching Order
    Preview .
  • The 'Manage Account' Menu
    Preview .
  • Changing Dashboard & Bank Account Order/Display
    Preview .
  • Prepayments and Overpayments
    Preview .
  • Introduction to Bank Rules
    Preview .
  • Try This Yourself
    Preview .
  • Quiz: Xero Bank Reconciliation & Managing Accounts
    Preview .
Xero Reporting Overview
13 Lessons
  • Overview & Learning Outcomes
    Preview .
  • Overview of Reports
    Preview .
  • Accessing and Customising Reports
    Preview .
  • Worked Example
    Preview .
  • Custom Options
    Preview .
  • Copy Custom Reports
    Preview .
  • Report Views
    Preview .
  • BAS Returns
    Preview .
  • Try This Yourself
    Preview .
  • Report on Inventory Items that have Been Sold
    Preview .
  • Basic Report Customisation
    Preview .
  • Advanced Report Customisation
    Preview .
  • Quiz: Xero Reporting Overview
    Preview .
Xero & Payroll Add-ons
9 Lessons
  • Overview & Learning Outcomes
    Preview .
  • Payroll Integration with Xero
    Preview .
  • Xero and ePayroll
    Preview .
  • Xero and PaysOnline
    Preview .
  • Xero and Cloud Payroll
    Preview .
  • Xero and Tanda
    Preview .
  • Xero and KeyPay
    Preview .
  • Xero and Xero Payroll
    Preview .
  • Quiz: Xero and Payroll Add-ons
    Preview .
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About instructor
Includes:
  • 15 hrs On demand videos
  • 77 Lessons
  • Access on mobile and tv
  • Full lifetime access