Overview

Dive into the world of efficient bookkeeping with the “Xero Bookkeeper Training Course“. Designed expressly for businesses, accountants, and bookkeepers, this course offers expertise in the extensively utilised Xero accounting software. It aims to simplify your financial chores.
In this course, you’ll gain insights into managing payroll, handling VAT returns, reconciling bank transactions, and setting up budgets. That’s not all; you’ll be adept at generating instant financial reports and making the most of the payroll accounting features. We’ve prepared the course with easy-to-follow shortcuts, ensuring those routine accounting tasks become straightforward and swift.
Take a step towards transforming how you handle accounts. Join us, and let’s venture into a streamlined and efficient way of managing finances!

Learning Outcomes:

  • Grasp the fundamental principles of bookkeeping.
  • Achieve proficiency in navigating and utilising the Xero software.
  • Understand the integration of traditional bookkeeping with digital tools.
  • Enhance efficiency in financial management and recording.
  • Interpret and analyse financial data using Xero.
  • Ensure accurate and timely financial reporting.
  • Adapt to the evolving landscape of digital finance.

Who is this Course for?

  • Aspiring bookkeepers are eager to harness the power of Xero.
  • Financial enthusiasts wanting to stay at the cutting edge of digital finance.
  • Small business owners seeking efficient financial management tools.
  • Accountancy students aiming to expand their digital toolset.
  • Professionals in finance looking to upskill and adapt to modern methods.

Certification

Upon finishing the course, you have the option to purchase a certificate of achievement to showcase your success. The PDF version costs £3.99, the paper version is £7.99, or you can get both for £10. International students will incur an extra £10 delivery fee.

Requirement:

  • This course is available to all learners, of all academic backgrounds.
  • Learners should be aged 16 or over to undertake the qualification.
  • A good understanding of English language, numeracy and ICT are required to attend this course.

Career path

  • Certified Xero Bookkeeper
  • Financial Analyst
  • Management Accountant
  • Financial Controller using Xero
  • Xero Training Specialist
  • Finance Director with Xero expertise

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
Suppliers
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
Add Petty Cash Transactions – Week 1 00:16:00
Add Petty Cash Transactions – Week 2 00:12:00
Add Petty Cash Transactions – Week 3 00:07:00
Add Petty Cash Transactions – 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 00:11:00
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
Reports
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
Conclude
Recap And Next Steps 00:06:00
What happens next 00:02:00