Course Overview

Learning the fundamental Bookkeeping keys from our qualified trainers increases your knowledge and understanding of your business numbers enabling you to make informed business decisions.

The Xero Accounting & Bookkeeping Course course is ideal for those running a small to medium sized business, or for anyone wanting to take control of their financial affairs. This Xero Accounting & Bookkeeping Course is designed to provide the skills and knowledge to allow you to attain a strong command of the various functions of the versatile Xero accounting software package. You will learn how to use Xero accounting software, and develop the skills necessary to navigate and utilise its various features. The course will provide you with an overview of Xero and how it can be used within your business. You will be shown how to invoice, set up customers and suppliers, receive and disburse money, set up the Chart of Accounts, record purchases and sales, and much more.


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 & Bookkeeping Course



Course Curriculum

Module 01: Introduction
Introduction 00:02:00
When to Use Projects 00:03:00
Module 02: Getting Started
Demo Company 00:04:00
Tour of Screens 00:07:00
Module 03: Setting up Staff
Adding Staff Cost Rates 00:06:00
Users and Permissions 00:04:00
Module 04: Small Project Example
Introduction – Small Project 00:01:00
Adding Projects 00:04:00
Adding Tasks & Estimated Costs 00:09:00
Adding Time & Expenses 00:05:00
Sending a Time & Expenses Invoice 00:06:00
Adding More Time & Expenses 00:05:00
Sending a Final Time & Expenses Invoice 00:04:00
Module 05: Quotes
Introduction – Quotes 00:01:00
Creating & Assigning Quotes 00:03:00
Creating Quotes from Tasks & Expenses 00:04:00
Creating Quotes from Project Amounts 00:02:00
Module 06: Products & Services
Introduction – Products & Services 00:01:00
Adding Supplier Bills to Projects 00:06:00
Adding Services to Projects 00:07:00
Adding Untracked Inventory to Projects 00:04:00
Adding Tracked Inventory to Projects 00:06:00
Module 07: Invoicing
Introduction – Invoicing 00:01:00
Project Amount Invoices 00:04:00
Deposit Invoices 00:05:00
Tasks & Expenses Invoices 00:05:00
Invoicing from Quotes 00:07:00
Module 08: Reporting
Measuring Task Performance 00:05:00
Project Summary Report 00:03:00
Module 09: Bigger Project Example
Introduction – Bigger Project 00:01:00
Bigger Project 00:22:00
Module 10: Projects and Profit & Loss
Projects and Profit & Loss 00:03:00
Module 11: Thank You
Thank You 00:01:00

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