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 |