Xero Basic Training – Beginner Xero Accounting Course
Looking to learn Xero Basic Training or improve your accounting skills? Our Basic Xero Training course is designed for beginners, small business owners, accountants, and job seekers. Gain hands-on experience using Xero accounting software and become confident in managing finances efficiently.
Online Live Training
Online live training is available for participants all over the world. The training is conducted via Zoom
Classroom Training
Our Xero classroom training is available weekly in London, Surrey & Berkshire.
Onsite Training
Onsite training is available at your premises, no matter where you are in the UK. We will come to you and provide training at your convenience.
1 to 1 Training
One to one training sessions are available with our Certified Xero Advisor and Accountant. You will be able to ask questions and get personalized help with using Xero.
Group Training
The Xero Group training is available for businesses both at their premises and online live via zoom.
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Xero Accounting Basic Training
Are you a business owner, bookkeeper or accountant wanting to take advantage of what Xero’s Accounting software has to offer? Or maybe you’re looking for the perfect addition to your CV while gaining knowledge in cloud accountancy fields? Our Xero basic training course is designed with everyone’s needs in mind and offers valuable insight into using this revolutionary accounting tool. This course is suitable for small and medium businesses, as well as job seekers and students hoping to gain relevant skills.
This basic xero training course will give you a lot of information about the Xero accounting software. You will learn how to set up accounts, manage bank and credit card transactions, create invoices and bills, track expenses, generate reports, and set up payroll systems. With this course, you will understand the software better and be able to manage your books more accurately and efficiently.
By completing this Xero Basic Training course, participant will gain a comprehensive understanding of the Xero accounting software and how it can be used to streamline their financial operations.
Who is suitable for this course?
- Business owners who want to gain a better understanding of the Xero software and how it can be used to streamline their financial operations
- Bookkeepers and accountants who need to become more proficient with the Xero platform in order to properly manage the finances of businesses they are involved in
- Job seekers who want to add a Xero Accounting Basic Training certificate to their CVs
- Students wanting to gain relevant knowledge and experience in cloud accountancy fields
- Individuals Seeking how to use Xero Accounting Software
What Will You Learn from Xero Basic Training Course?
- Xero Accounting Software Introduction
- Create a new organization in Xero
- Organisation Details update in Xero
- Organization Financial Settings update in Xero
- Setting up the charts of Accounts (the key income, expenses, assets, liability and equity)
- Setting up Bank and Petty Cash Account in Xero
- Setting up business branding on the invoice
- Adding Bank details on the Invoice
- Adding a payment service on the Invoice
- Adding Customers, Suppliers and Employees in Xero Contacts
- Adding Group in Contacts & Connect email to Contact
- Editing, Arching and restoring a contact
- Raising sales quotes in Xero
- Creating sales invoices in Xero
- Emailing an invoice to the customers
- Editing Sales invoices in Xero
- Creating sales credit notes
- Sales credit notes allocation against invoices
- Customer refund reconciliation
- Customer Activity Reports
- Aged Debtors Reports
- Xero Invoice reminder overview
- Create supplier bills in Xero
- Editing supplier bills in Xero
- Create supplier credit notes in Xero
- Supplier Credit notes allocation against bills
- Supplier Activity Reports and Aged Creditors Analysis
- Overview of email bills to Xero
- Recording bills from the draft
- Understanding Bank Reconciliation in Xero
- The Reconciliation Screen
- Reconcile Bank Accounts
- Part Payments, Batch Payment reconciliation
- Matching sales and purchase invoices against Bank Transaction
- Overview of discuss tab
- Transfer between Bank Accounts
- Creating spend and receive money transaction
- Publish Month end Reconciliation reports
- Recording Bank charges against sales invoices
- Recording petty Cash Payment
- Publish petty cash month end reconciliation reports
- VAT Return preparation
- Review VAT Return by tax rates
- VAT Adjustments in MTD VAT Returns
- Submit VAT Return to HMRC through online
- Understanding the Xero Reports
- Create Monthly Profit and Loss and Balance Sheet Reports
- Create & Publish Monthly Management Reports
Our Course Details
- Live online | Classroom | Onsite | 1 to 1
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10:00am – 4:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (evening)
By the end of this course, you will be able to:
- Understand the basics of Xero Accounting software
- Set up accounts and manage bank and credit card transactions
- Set up accounts and manage bank and credit card transactions
- Create invoices and bills
- Track expenses and generate reports
- Utilize Xero’s features and tools to increase accuracy and efficiency when managing books
- Understand how Xero can be used to manage the financial operations of a small or medium size business
The participant will also receive a certificate of completion, comprehensive training manuals and one month of free email support.
Why Choose Our Xero Basic Training?
- Expert trainers with real accounting experience
- Practical lessons based on real business scenarios
- Easy-to-follow training style
- UK, USA & global business-focused
- Perfect for accountants, SMBs, and ecommerce sellers
- Flexible scheduling and support
Other Xero training courses
Xero Accounting Advanced Training
This course will cover advanced features such as creating bank rules, fixed asset register, accrual and prepayment.
Xero Bespoke Training
We offer bespoke Xero training that can be tailored to your specific needs and requirements
Xero Payroll Training
The training will help you stay up-to-date on the latest changes in payroll rules and regulations
Xero Training for Business owners
With this training, business owners will be able to take control of their finances and run their businesses more efficiently.
Enrol in Xero Basic Training Today!
Boost your accounting skills with our Xero Basic Training! Learn online, in-class, or onsite from certified instructors. Master Xero, manage invoices, track expenses, and generate reports with confidence. Enroll today in our beginner-friendly Basic Xero Training and take control of your finances and career growth.