Xero Accounting & Bookkeeping Certificate Course

Are you a small business owner or an aspiring professional looking to gain an understanding of financial management? Whether you …

Xero training course

Xero Accounting & Bookkeeping Certificate Course




1 Year Access


303 Students


6 hours, 28 minutes

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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 through Xero training course, 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. Step-by-step guide will show you how to get set up with Xero, activate your free trial and set up your organisation. Learn 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. Learn the process of reconciling the bank, amending the nominal ledger and creating month-end reports. By the end of this course, you will be familiar with Xero’s features and functions 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 of Xero training course:

  • Get a better understanding of 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 this Xero training, 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

Course Curriculum

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
Getting started
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
Nominal ledger
Amend The Nominal Ledger 00:06:00
Chart Of Accounts Report 00:01:00
Customers & Suppliers
Enter customers 00:07:00
Entering suppliers 00:06:00
Reporting Customer And Supplier Information 00:02:00
Sales ledger
Enter Invoices 00:07:00
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
Aged Debtors 00:02:00
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
Purchases ledger
Reciepts from Customers 00:10:00
Apply Customer Credit Notes 00:05:00
Sundry payments
Post Supplier Cheques 00:08:00
Apply Supplier Credit Notes 00:03:00
Print List Of Bank Receipts And Payments 00:01:00
Sundry payments
Post Sundry Payments 00:07:00
Make a credit card payment 00:08:00
Petty Cash
Post Petty Cash Transactions – Week 1 00:16:00
Petty Cash – Week 2 00:12:00
Petty Cash – Week 3 00:07:00
Petty Cash – 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
Bad Debt
Writing Off A Bad Debt – Print Customer Statement 00:02:00
Write Off A Bad Debt 00:09:00
Credit Card
Reconcile The Credit Card Statement 00:09:00
Bank Reconciliation
Bank Statement As A CSV File 00:27:00
Bank Statement Closing Balances 00:10:00
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
Payday 00:11:00
Pay The Two Staff 00:05:00
VAT - Value Added Tax
Depreciation 00:04:00
VAT Return 00:03:00
Month End Reports PnL, BS, TB 00:05:00
Payroll unit
Using Payroll 00:12:00
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
Order your Certificate
Order your Certificate 00:00:00

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