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The Xero Basics

The Xero Basics

  • 30 Day Money Back Guarantee
  • Completion Certificate
  • 24/7 Technical Support

Highlights

  • On-Demand course

  • 14 days

  • Beginner level

Description

You know, when we started putting this course together, we aimed to take all those complex accounting principles and distil them down into something clear, accessible, and honestly, a bit fun. We tailored each module to be bite-sized, easy to digest, and practical, allowing you to get hands-on with the Xero platform right away. What sets this course apart is its pace—it's designed with the beginner in mind, ensuring you never feel overwhelmed and have full support if you need it but it also allows you to learn at your own pace. Not only that but you have a one-to-one tutor to answer any questions you may have throughout the course and will send you personalised tutorial videos and step-by-step guides to help you understand a topic if you find yourself struggling. 

The "Xero Basics" course is tailored to offer a basic insight into using the Xero accounting software features, focusing on:

  • Navigating and managing your dashboard

  • Add organisation details

  • Understanding and using your Chart of Accounts

  • Setting up a contact

  • Creating and sending invoices

  • Creating and sending quotes

  • Creating and sending purchase orders

  • Creating bills

  • Using the bank reconciliation feature

  • Troubleshooting

Upon completion of the course, you will possess the basic knowledge to apply to using Xero.

Whether you are a small business owner, freelancer, accountant, or student looking to enhance your accounting skills, this course is suitable for anyone who wants to streamline their financial processes with the help of Xero. With step-by-step instructions, you will gain hands-on experience using Xero and be well-prepared to apply your learnings in a professional setting. 

Get ready to unlock the full potential of Xero and improve your financial management practices!

Course Content

Introduction
  1. Additional information
  2. Welcome to Xero Basics
  3. The importance of using Xero
  4. Overview of the course
Getting started on Xero
  1. Setting up your account
  2. The Demo Company
  3. The Dashboard
  4. Customising the dashboard
Add organisation details
  1. Keeping organisation details up to date
  2. Managing users
Chart of Accounts
  1. What are the Chart of Accounts
  2. How to manage the Chart of Accounts?
  3. Components of an account in your Chart of Accounts
Contacts
  1. Add a new contact
  2. Edit a contact
  3. Contact groups
Invoicing, Quotes, Purchase Orders and Bills
  1. Different types of documents
  2. Invoicing
  3. Purchase orders
  4. Quotes
  5. Bills
Reconciling
  1. How to reconcile
  2. Find and match
  3. Creating a new transaction
  4. Transferring money
Troubleshooting
  1. What to do if you have a problem?
  2. Getting help from Xero Support
  3. Getting support from Wise Virtual Services Limited
  4. Completion

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