Course Overview
The Xero Accounting and Bookkeeping course is designed to provide you with a comprehensive understanding of the accounting principles and skills needed when working with Xero, including setting up the Xero system, entering opening balances, posting customer invoices, credit notes, wages journal, etc. – right from the beginning to the end.
This is the best accounting and bookkeeping course for those who are trying to learn everything about Xero accounting and sage bookkeeping in just a few weeks. You will also learn how to post supplier bills, enter invoices, pay suppliers, prepare a VAT return or customer activity, and reconcile the banking and many more.
Upon successful completion of the Xero accounting and bookkeeping training program, you will gain a greater understanding of handling petty cash, managing bills, the management of payroll function, nominal ledger, writing off bad debts, running flawless reports, etc.
Please note: This course is an independent training program designed to improve your knowledge and understanding of the Xero accounting software.
This training course is not endorsed by or affiliated with Xero Limited. Upon completion, you will receive a CPD-accredited certificate, not an official Xero certification.
Who is this Course for?
This course is suitable for individuals who want to gain advanced skills, professional knowledge, and guideline for pursuing rewarding careers in both accounting and bookkeeping fields. This comprehensive also provides an excellent opportunity for anyone aspiring to or already working in finance, accounting, and bookkeeping or the relevant areas.
Entry Requirement:
- This course is available to all learners, of all academic backgrounds.
- Learners should be aged 16 or over to undertake the qualification.
- Good understanding of English language, numeracy and ICT are required to attend this course.
Method of Assessment:
Upon completion of the course, you will be required to sit for an online multiple-choice quiz based assessment, which will determine whether you have passed the course (60% pass mark). The test will be marked immediately and results will be published instantly.
CPD Certificate from Course Gate
At the successful completion of the course, you can obtain your CPD certificate from us. You can order the PDF certificate for £9 and the hard copy for £15. Also, you can order both PDF and hardcopy certificates for £22.
Career path
By the time you have completed the course, you will have gained the necessary skills, and potential experience to perform effectively in this field and you would particularly enhance a career as:
- A Xero expert
- An accountant
- A banker
- A finance officer
- A payroll officer
- A bookkeeper
- An accounting manager
- A finance administrator
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 a Bank Account | 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 | 00:17:00 | ||
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 | 00:05:00 | ||
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 | ||
Mock Exam | |||
Mock Exam – Xero Accounting and Bookkeeping | 00:20:00 | ||
Final Exam | |||
Final Exam – Xero Accounting and Bookkeeping | 00:20:00 | ||
Certificate and Transcript | |||
Order Your Certificates or Transcripts | 00:00:00 |