Fundamentals of Xero Accounting and Bookkeeping

Overview The Fundamentals of Xero Accounting and Bookkeeping course provides a comprehensive introduction to the essential principles and practices of …

Fundamentals of Xero Accounting and Bookkeeping

Fundamentals of Xero Accounting and Bookkeeping

Original price was: $417.25.Current price is: $35.30.



1 Year Access


18 Students


6 hours, 14 minutes

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Fundamentals of Xero Accounting and Bookkeeping Overview

The Fundamentals of Xero Accounting and Bookkeeping course provides a comprehensive introduction to the essential principles and practices of managing finances using Xero, a leading cloud-based accounting software. From getting started with Xero to handling invoices, bills, bank accounts, and VAT returns, this course covers all fundamental aspects of accounting and bookkeeping. Participants will learn how to efficiently manage sales, purchases, payroll, and fixed assets within Xero, ensuring accuracy and compliance with financial regulations. Whether you’re a small business owner, aspiring accountant, or administrative professional, this course equips you with the foundational knowledge and practical skills needed for effective financial management using Xero.

Note: Please be aware that this course is not certified or endorsed by Xero. Completing this course will not grant you any Xero certificate, certification, or badge. However, you will receive a CPD QS certificate upon completion of the course.

Learning Outcomes

  • Understand the fundamental principles of accounting and bookkeeping.
  • Set up and navigate the Xero accounting software effectively.
  • Create and manage invoices and sales records efficiently.
  • Handle bills, purchases, and expenses accurately within Xero.
  • Reconcile bank accounts and manage transactions seamlessly.
  • Track and manage inventory, products, and services in Xero.
  • Record and depreciate fixed assets with precision.
  • Process basic payroll and manage employee records using Xero.
  • Prepare and submit VAT returns in compliance with regulations.
  • Utilise Xero to generate comprehensive financial reports and insights.

Who Is This Course For

This course is suitable for small business owners, entrepreneurs, administrative professionals, and individuals interested in learning the fundamentals of accounting and bookkeeping using Xero. It is ideal for those looking to enhance their skills in financial management, regardless of prior experience with Xero or accounting principles. Whether you’re starting a new business or seeking to improve your existing financial processes, this course provides the essential knowledge and tools to succeed.

Entry Requirements

  • Age Requirement: Applicants must be aged 16 or above, allowing both young learners and adults to engage in this educational pursuit.
  • Academic Background: There are no specific educational prerequisites, opening the door to individuals from diverse academic histories.
  • Language Proficiency: A good command of the English language is essential for comprehension and engagement with the course materials.
  • Numeracy Skills: Basic numeracy skills are required for understanding nutritional data and dietary planning.

Why Choose Us

  • Affordable, engaging & high-quality e-learning study materials;
  • Tutorial videos/materials from the industry-leading experts;
  • Study in a user-friendly, advanced online learning platform;
  • Efficient exam systems for the assessment and instant result;
  • The UK & internationally recognised accredited
  • Access to course content on mobile, tablet or desktop from anywhere, anytime;
  • The benefit of career advancement opportunities;
  • 24/7 student support via email.

Career Path

Upon completing the Fundamentals of Xero Accounting and Bookkeeping course, participants will be well-equipped for a variety of roles in the accounting and finance sector. Graduates can pursue careers as bookkeepers, accounting assistants, finance officers, administrative managers, or small business owners. Additionally, this course serves as a solid foundation for further professional development in accounting and finance, leading to roles such as accountant, financial analyst, or finance manager. The skills acquired in this course are highly transferable and valued across various industries.


At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful. After you have successfully passed the final exam, you will be able to order an Accredited Certificate of Achievement at an additional cost of £19 for a PDF copy and £29 for an original print copy sent to you by post or for both £39.

Xero Accounting and Bookkeeping

Course Curriculum

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 00:18:00
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
Creating a Bill 00:13:00
Repeating Bills 00:05:00
Credit Notes 00:10:00
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
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

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