Xero Practical Accounting & Bookkeeping Training
Xero Practical Accounting & Bookkeeping Training provides comprehensive, hands-on instruction in managing financial transactions, reconciling accounts, preparing financial reports, and maintaining accurate records. Ideal for individuals and businesses, this training ensures proficiency in using Xero for efficient bookkeeping and accounting practices, supporting informed financial management and compliance.
Online Live
Online live training via Zoom is available for participants from anywhere in the world.
Classroom
Classroom training is available in London, Surrey & Berkshire every week.
Onsite
Onsite training is available at your premises. We can travel anywhere in the UK
1 to 1
One-to-one training sessions are available with our certified Xero advisor
Group
Group training is available both at your premises and online live via zoom.
Businesses We've Supported
What Our Client Says
Xero Practical Accounting & Bookkeeping Training
If you’re looking to further your accounting career or increase confidence in the workplace, then eCloud Experts’ Xero practical training course is a great opportunity. Our extensive and comprehensive program provides expert guidance on how industry sectors work within this popular software, as well as providing an invaluable platform for students and professionals alike to enhance their understanding of using it practically.
Xero Practical Accounting Training is the perfect way to familiarise yourself with Xero Accounting Software.
You’ll gain an extensive overview of Xero’s functionality and hands-on experience to confidently use Xero Accounting and Payroll in your everyday business activities. Through this training, you’ll learn the fundamentals of accounting and bookkeeping like sales, purchases, VAT Returns, bank reconciliation, Payroll and fixed asset register, as well as a more complex areas like management reporting, accrual, prepayment functions, and much more! With Xero Practical Accounting Training, you’ll have the right knowledge and understanding to make Xero work for you – maximizing its advantages and gaining a practical edge.
What will I learn from this course?
- Create a new organization in Xero
- Organisation Details update in Xero
- Organization Financial Settings update in Xero
- Understanding Chart of Accounts
- Adding charts of accounts in Xero
- Editing, Deleting, Archiving and Restoring an Account
- Understanding Bank Accounts & Bank Feeds
- Adding Bank Account, Credit Card & petty cash account
- Importing a Bank Statement
- Setting up business branding on the invoice
- Adding Bank details on the Invoice
- Adding a payment service on the Invoice
- Adding, Editing and Removing a User
- Access the Xero Demo Company
- Understanding the Xero Dashboard
- Understanding the Xero Menus, Icons & Tabs
- Understanding Xero Files
- Uploading a File to the Inbox
- Understanding Xero notification
- Emailing a File to the Inbox
- Creating a Folder
- Add a Tax Rate
- Understanding Email Settings
- View, edit and Create an Email Template
- Send a Xero Network Invite (Xero to Xero)
- Understanding Add-ons
- Overview of Xero Contacts
- New customers account setup
- Customer Credit limits setting
- New Suppliers account setup
- Adding Employees in Xero Contacts
- Adding Group in Contacts
- Connect email to Contact
- Editing, Arching and restoring a contact.
- Understanding Conversion Balances
- Understanding the Conversion Date
- Setting the Conversion Date
- Entering Conversion Balances
- Entering Comparative Balances
- Creating sales invoices in Xero
- Attaching Files to Invoice
- Editing, Copying and Voiding an Invoice
- Emailing and Printing an Invoice
- Recording a Payment
- Sending Receipts
- Searching Invoices
- Understanding Repeating Invoices
- Creating a Repeating Invoice
- Understanding Credit Notes
- Creating and allocating Credit Notes
- Understanding Statements
- Sending a Statement
- Batch Deposits
- Customer refund reconciliation
- Xero Invoice reminder overview
- Customer Activity Reports
- Aged Debtors Reports
- Understanding Quotes
- Creating a Quote
- Sending, Printing and Deleting a Quote
- Accepting or Declining a Quote
- Copying Quotes
- Recording and coding purchase invoices
- Entering Purchase credit notes
- Purchase credit notes allocation
- Editing purchase bills in Xero
- Coping, Voiding and Importing Bills
- Understanding repeating bills
- Creating a repeating bill
- Overview of email bills to Xero
- Recording bills from the draft.
- Recording a payment
- Preparation of remittance advice notes
- Sending remittance advice to suppliers
- Understanding and creating a batch payment
- Supplier Activity Reports
- Aged Creditors Analysis
- Understanding Purchase Orders
- Creating a Purchase Order
- Editing or Deleting a Purchase Order
- Sending or Printing a Purchase Order
- Marking a Purchase Order as Billed
- Copying a Purchase Order
- Understanding Bank Reconciliation in Xero
- The Reconciliation Screen
- Reconcile Bank Accounts
- Cash coding
- Bank Statements (Tab)
- Account Transaction ( Tab)
- Part Payments, Minor adjustment & Batch Payment reconciliation
- Matching sales and purchase invoices against Bank Transaction
- Overview of discuss tab
- Transfer between Bank Accounts
- Creating spend and receive money transaction
- Recording Bank charges against sales invoices
- Editing Bank transactions
- Publish Month end Reconciliation reports
- Overview of auto suggestion
- Archiving a Bank Account
- Restoring a Bank Account
- Understanding Bank Rules
- Creating & Editing a Bank rules
- Recording petty Cash Payment
- Manually reconcile petty cash payment
Publish petty cash month end reconciliation reports.
- Understanding Fixed Assets
- Fixed Asset Start Date
- Creating a Fixed Asset
- Importing Fixed Assets
- Understanding Depreciation
- Running Depreciation
- Rolling Back Depreciation
- Selling And Disposing of Assets
- Selling a Fixed Asset
- Understanding Expense Claims
- Creating an Expense Claim
- Editing and Viewing Expense Claims
- Submitting an Expense Claim
- Approving and declining an Expense Claim
- Paying an Expense Claim
- Searching for Previous Claims
- VAT Return preparation
- Review VAT Return by tax rates
- VAT Adjustments in MTD VAT Returns
- Submit VAT Return to HMRC through online
- Cash accounting scheme for VAT
- Flat rate VAT Scheme VAT return.
- Understanding the Xero Reports
- Adding a summary and footnote
- Publish and export a reports
- Understanding reports layout options
- Create Monthly Profit and Loss Reports
- Create Monthly Balance Sheet Reports
- Trial Balance Reports
- Create Monthly Management reports
- Publish Monthly Management Accounts
- Understanding Inventory
- Inventory Input Fields
- Creating an Inventory Item (Untracked)
- Creating an Inventory Item (tracked)
- Editing an Inventory Item
- Opening Balances (Tracked Items)
- Exporting Inventory Items
- Importing Inventory Items
- Posting wages, pension and PAYE journals
- Overview of find and recode
- Overview of budget
- Creating, importing and exporting a budget
- Recording prepayment and overpayment transactions
- Recording accrual transactions in Xero
- Contra trade debtors and creditors
- Understanding Tax Codes in Xero
- National Insurance Contribution
- Student loan deduction
- HMRC Settings
- Employee Setup Checklist
- Employer Setup Checklist
- Preparing Xero for payroll
- Set up the organization
- Holidays, pay items and opening balances
- Set up a workplace pension
- Employees details
- Time off and payment methods
- Pay temples opening balances
- Import multiple employees into Xero Payroll
- Process and revert pay runs
- Auto-enrolment assessment
- opt employees in and out of pension scheme
- Other pay runs
- RTI submissions
- Adjustments to pay
- Adjustments to pensions
- My Payroll and Xero Me
- Timesheets
- Holidays
- Statutory leave
- Process a leaver
- Pension fillings
- Making payments
- Management reports
- Reconciling payroll accounts
- Year-end procedure
- Earlier year update
Who is it for?
Job seekers who want to add a Xero Practical Accounting Training certificate to their CVs.
Accounting & Finance Students wanting to gain relevant knowledge and experience in Practical accountancy fields
Individuals who need to learn more about Xero so they can do bookkeeping for their business
Bookkeepers and accountants who need to become more proficient with the Xero features.
Accounts people or anyone managing Business Account
Course Details
- Live online | Classroom | Onsite | 1 to 1
-
10:00am – 4:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (evening)
£1400 (Online Live Via Zoom)
£1600 (Classroom)
- 24 Hours approx
- Monday– Saturday Every week
FAQs for Xero Accounting Basic Training
This training is open to everyone, whether you’re a business owner, accountant, or someone looking to learn Xero basics.
Yes, the training is conducted worldwide via Zoom. You can attend from anywhere, as long as you have an internet connection.
No prior knowledge is required. This training is designed for beginners and will guide you through the basics of Xero Accounting.
The training is 6 hours long. However, it can be split into two sessions of 3 hours each over two days for your convenience.
Topics include setting up Xero, navigating the dashboard, entering invoices and bills, reconciling bank accounts, and generating basic financial reports.
Absolutely! The training is interactive, and participants are encouraged to ask questions throughout the session.
Yes, participants will receive helpful resources, and a recording of the session can be provided if requested in advance.
You’ll need a computer or device with internet access, a Zoom application installed, and optionally a notebook for taking notes.
While this is a basic training session, we can offer bespoke or advanced training sessions tailored to your specific business needs.
Training sessions are flexible and can be scheduled to suit different time zones worldwide.
Yes, we can provide tailored training for groups, and discounts may be available for group bookings. Please contact us for more details.
After The Course?
Each Participant Will Receive:
Certificate Of Completion
Comprehensive Training Manuals
One Month Of Free Email Support
Want to know more about our Xero Training?
Our other Xero Training Courses
Xero Advanced Training
Xero Advanced Training helps accounting professionals and business owners master the program's advanced features for improved efficiency.
Xero Payroll Training
Stay updated on payroll rules with our training, ensuring confident and compliant business payroll management.
Xero Bespoke Training
We offer bespoke Xero training, tailored to your needs, using real or demo data for personalized learning beyond standard courses.
Xero Training for Business Owners
Xero training equips business owners with bookkeeping skills to manage finances effectively and monitor their bottom line consistently.
Never Do It On Your Own Again
With us as your Xero advisor, you can get a handle on your business’s finances through the power of Xero and the apps which integrate with it. We make sure that every single day is business as usual for you and your team.