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Xero For Beginners

This Xero course is ideal for individuals with no prior bookkeeping or accounting software knowledge.

By the end of this course there will be acquired knowledge of:

Basic bookkeeping principles; accounting terminology and relevant legislation.

Cloud Based Accounting

  • Understanding Logins, Access and Pricing
  • Access My Xero
  • Access the Xero Demo Company
  • Understanding The Xero Dashboard
  • Understanding The Xero Menus, Icons & Tabs
  • Getting Help & Support

Understanding Organisation Settings

  • Understanding Financial Settings
  • Understanding Tax Rates
  • Understanding Email Settings
  • Create An Email Template
  • Add An Email Address
  • Add A Custom Contact Link
  • Send A Xero Network Invite (Xero to Xero)
  • Understanding Add-ons
  • Understanding User Roles
  • Understanding Chart Of Accounts

Understanding Bank Accounts & Bank Feeds

  • Adding A Bank Account
  • Establishing Bank Account Feeds
  • Bank Statements & Importing
  • Importing A Bank Statement
  • Account Transactions

Understanding Contacts

  • Contact Input Fields
  • Importing Contacts
  • Adding A Contact
  • Editing A Contact

Understanding Invoice Settings

  • Adding A Payment Service
  • Understanding The Sales Dashboard
  • Invoice States
  • Creating A New Invoice
  • Editing An Invoice
  • Copying An Invoice
  • Voiding An Invoice
  • Emailing An Invoice
  • Printing An Invoice
  • Recording A Payment
  • Creating A Credit Note
  • Understanding Statements
  • Sending A Statement
  • Batch Deposits

Understanding The Purchases Dashboard

  • Bill States
  • Creating A New Bill
  • Editing A Bill
  • Copying A Bill
  • Voiding A Bill
  • Importing Bills
  • Recording A Payment
  • Sending A Remittance
  • Understanding Credit Notes
  • Creating A Credit Note
  • Understanding Batch Payments
  • Creating A Batch Payment

Understanding Reconciliation

  • The Reconciliation Screen
  • Bank Statement
  • Account Transactions
  • Matching
  • Part Payments
  • Minor Adjustments
  • Prepayments
  • Overpayments
  • Creating Spend And Receive Transactions
  • Auto Suggestion
  • Transfers Between Bank Accounts
  • Discuss Tab
  • Editing Transactions
  • Editing a Transaction
  • Reconciliation Report

Please Bring

  • Notepad and pen
  • USB flash drive

Prerequisites

Intermediate to advanced Windows and Internet skills. This course is designed for participants with little or no previous knowledge of Xero. It is very important however that participants must come ready with a USERNAME AND PASSWORD TO ACCESS THEIR OWN XERO ACCOUNT OR XERO TRIAL ACCOUNT at the first session. It is the responsibility of the student to have these details to hand once the class starts as the tutor will not spend time assisting students to set up their accounts in classtime.

$190 Limited GST free / $171
Xero For Beginners

<p>This Xero course is ideal for individuals with no prior bookkeeping or accounting software knowledge. </p><p>By the end of this course there will be acquired knowledge of:</p><p>Basic bookkeeping

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If there isn't a class to suit you, please the waiting list.

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Contact us

Community College Annex: 1525 Pittwater Road
North Narrabeen NSW 2101
Post: NBCC Reply Paid 1966, Dee Why NSW 2099

Phone: 02 9970 1000

Registered Training Organisation Code 90113