The Xero Advisor 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.
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.
- 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.
After successfully completing the course, you will be able to obtain the certificates. You can claim a PDF certificate by paying a little processing fee of £2. There is an additional fee to obtain a hardcopy certificate which is £9.
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
|Getting Prepared - Access the software and course materials|
|Introduction To The Course And Your Tutor||00:04:00|
|Activating Your Free Trial With Xero||00:02:00|
|Signing Up For The Free Trial||00:04:00|
|Instruction of Updated Xero Accounting Software||00:00:00|
|Create The Organisation||00:08:00|
|The Ficticious Scenario||00:02:00|
|Setting up the system|
|Add Bank Accounts To The System||00:14:00|
|Enter Opening Balances||00:07:00|
|Opening Trial Balance||00:01:00|
|Amend The Nominal Ledger||00:06:00|
|Chart Of Accounts Report||00:01:00|
|Customers & Suppliers|
|Reporting Customer And Supplier Information||00:02:00|
|Invoicing tips – adding logo, repeat billing||00:09:00|
|Entering Invoices 6574 to 6610||00:16:00|
|Post Credit Notes||00:03:00|
|Report Showing Customer Activity||00:08:00|
|Post supplier invoices||00:09:00|
|Enter suppliers invoices 6028 onwards||00:14:00|
|Enter More Supplier Invoices No 4308 Onwards||00:06:00|
|Credit Notes Suppliers||00:02:00|
|Supplier Activity Report||00:04:00|
|Aged Creditors Info||00:01:00|
|Reciepts from Customers||00:10:00|
|Apply Customer Credit Notes||00:05:00|
|Post Supplier Cheques||00:08:00|
|Apply Supplier Credit Notes||00:03:00|
|Print List Of Bank Receipts And Payments||00:01:00|
|Post Sundry Payments||00:07:00|
|Make a credit card payment||00:08:00|
|Add Petty Cash Transactions – Week 1||00:16:00|
|Add Petty Cash Transactions – Week 2||00:12:00|
|Add Petty Cash Transactions – Week 3||00:07:00|
|Add Petty Cash Transactions – Week 4||00:09:00|
|Imprest System on Petty Cash||00:04:00|
|Print a Copy of Petty Cash Receipts and Payments||00:01:00|
|Writing Off A Bad Debt – Print Customer Statement||00:02:00|
|Write Off A Bad Debt||00:09:00|
|Reconcile The Credit Card Statement||00:09:00|
|Bank Statement As A CSV File||00:27:00|
|Bank Statement Closing Balances||00:11:00|
|Reconcile The Petty Cash||00:05:00|
|Payroll / Wages|
|Wages And Salaries||00:09:00|
|Post the Wages Journal||00:07:00|
|Report Wages Journal||00:02:00|
|Pay The Two Staff||00:05:00|
|VAT - Value Added Tax|
|Month End Reports PnL, BS, TB||00:05:00|
|Setting Up Employees||00:10:00|
|Running Payroll – An Example||00:14:00|
|Recap And Next Steps||00:06:00|
|What happens next||00:02:00|