Are you a small business owner or an aspiring professional looking to gain an understanding of financial management? Whether you want to update your payroll management skills or wish to learn more about Xero software, this Xero Accounting & Bookkeeping Certificate Course is the perfect place to start. 

Xero is the leading accounting software for growing businesses, which means that employers are looking for professionals with proficiency in this field. With step-by-step guidance, you will be shown how to get set up with Xero, activate your free trial and set up your organisation, taking you through key processes, such as adding bank accounts, customer and supplier information.

You will develop proficiency in running payroll, as well as familiarise with fundamental processes, such as reconciling the bank, amending the nominal ledger and creating month-end reports. By the end of the course, you will be fully familiar with Xero’s features and functions, equipped with the core skills to fast track a successful career in accounting or bookkeeping.

This course is both suitable for those with little to no experience of Xero software, as well as professionals who want to update their existing skills to further their career prospects in this field. All of these lessons have been designed in such a way that anyone with no prior knowledge can easily follow them.

Learning Outcomes:

  • Get set up with Xero, activate your free trial and set up your organisation
  • Learn how to add bank accounts to the system, enter opening balances and open the trial balance
  • Understand the steps to amending the nominal ledger and creating a chart of accounts report
  • Know how to reconcile the bank, report customer & supplier information, and create a VAT return
  • Get to grips with the basics of payroll management, with step-by-step guidance on how to run payroll
  • Familiarise with the month-end report and the steps in the closing process
  • Fast track your career in accounting or bookkeeping with a formal qualification
  • Know how to reconcile credit card statements, post petty cash transactions and write off bad debt

Assessment and Certification

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.

Career Path

Once you have successfully completed the course, you will be able to explore career opportunities within the accounting and bookkeeping sector and will be equipped with the most in-demand skills to manage the finances of any organisation efficiently. Professions in this field include the following:

  • Financial Accountant
  • Xero Bookkeeper
  • Accounts Assistant
  • Bookkeeper & Payroll Clerk
Xero training course
$417.25 $24.85 ex Vat TAKE THIS COURSE

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 00:06:00
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 00:10:00
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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