Xero Training for Charity and not for profit organzation
Managing charity accounts can be complex — restricted funds, donations, grant tracking, Gift Aid claims, payroll, reporting, and compliance all require accurate handling. Our Xero Charity Training is designed specifically for non-profits, community organisations, charities, CICs, and trusts who want to manage their finances in Xero confidently and correctly.
We teach you how to use Xero for charity accounting step-by-step, using real examples from a not-for-profit environment so you learn what matters most: clear reporting, accountability, and compliance.
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 Training for Charity & Not for profit organization
Xero’s cloud-based accounting software is the perfect solution for charities, social enterprises, and community-interest companies who need to streamline their bookkeeping.
Xero Training for Charity and Non-Profit Organizations provides you with constant real-time insights into the fund and projects you are managing, as well as the overall performance of your organization. With Xero, you can access your accounts from anywhere with an internet connection. Xero’s integrated features for charities, social enterprises, and community-interest organizations will simplify bookkeeping and provide you with continuous real-time insights into the funds and projects you are managing as well as the overall success of your company.
Get started today with Xero Training for Non-Profit Organizations and take your charity or not for profit organization to the next level!
Who is suitable for this course?
No accounting background required — beginners welcome.
- Finance Manager currently working in Charity or non-for-profit organization
- Charity or non-for-profit organization Bookkeepers
- Charity Trustees & CEO
- Individuals who are seeking to learn about doing a Charity Bookkeeping in Xero
- Xero advisors who are seeking to upskill their knowledge of Xero
What will you learn from Xero Training for Charity and non-for-profit organization?
Our Xero charity training covers practical workflows tailored to charity finance:
- Xero Accounting Software Introduction
- Set up Xero for a Not-for-Profit Organization
- Setup financial settings
- Charts of accounts customization for Charity and non-for-profit organization
- Creating and working with contacts (doners and suppliers)
- Xero Invoice Settings and customise invoice
- Payment Gateway and direct debit apps setup review
- Send a Xero network invite ( Xero to Xero)
- Setup Bank Accounts and Bank rules
- Reconciliation of Bank, transfers and Bank rule setup
- Recording of petty Cash payment
- Set up Tracking Categories to monitor funds
- Raising donation & grant invoices
- Email bills to Xero your Xero organization
- Entering supplier bills and credit notes
- Supplier payment run in Xero
- Recording of prepayment and accrual transaction
- Fixed Assets registrar and deprecation
- Monthly wages, PAYE and pension journal posting
- Reconcile wages, pension and Paye payment in Bank
- Xero expense claim overview
- Overview of Xero Apps for Charity and not for profit Business
- Profit and loss reports by funds
- Financial controls- lock dates, audit reports & account transaction
By the end of training, your team will be able to manage day-to-day accounting inside Xero with clarity and confidence.
Course Details
- Live online |Classroom | Onsite |1 to 1
-
10:00am – 4:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (evening)
£500 (Online Live Via Zoom)
£600 (Classroom)
- 6 hours approx
- Monday - Saturday each week
Why Charities Choose Us Xero charity Training?
Choosing the right training provider makes all the difference when learning xero charity. Our goal is to help your charity manage finances more efficiently, giving you more time to focus on what matters — impact, community, and growth. Here’s why learners consistently choose us:
- Experienced Xero Charity Trainers
- Clear, plain-English explanations – no jargon
- Practical charity-focused examples
- Strategies to improve project workflow and profitability
- Ongoing support even after your training session
- Tailored sessions for your organisation
After the course?
Each participant will receive:
Certificate of completion
Comprehensive training manuals
One month of free email support
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Want to know more about our Xero Training For Charity?
Book a charity-focused Xero training session today. We’ll help you set up Xero correctly, improve financial control, and build internal accounting confidence.