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
- 1 year
- Beginner
- Course Certificate
- Number of Units66
- Number of Quizzes0
- 6 hours, 16 minutes Gift this course
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 | 00:18:00 | ||
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 | ||
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 |
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