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Xero Bookkeeping Basic Training
A beginner-friendly course introducing Xero’s essential features. Learn to navigate the platform, manage invoices, reconcile bank transactions, generate reports, and customize settings. Ideal for small business owners, freelancers, or anyone new to Xero looking to streamline financial management. No prior experience required!
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 Accounting Basic Training
This Xero training course is the perfect way to learn how to use Xero’s Accounting software to manage the day-to-day operations of your small or medium size business. You’ll get a comprehensive overview of how Xero works, and you’ll be able to put your new skills into practice with our interactive exercises.
This course is designed for business owners, bookkeepers and accountants, and provides an in-depth overview of how Xero works. You’ll also gain a certificate on completion that will demonstrate your knowledge of cloud accounting software and look great on your CV! Enrol in Xero Basic Training today and gain the skills needed to efficiently manage your finances!
What will I learn from this course?
Xero Initial Setup
- Create a new organization in Xero
- Organisation Details update in Xero
- Organization Financial Settings update in Xero
- Setting up the charts of Accounts (the key income, expenses, assets, liability and equity)
- Setting up Bank and Petty Cash Account in Xero
- Setting up business branding on the invoice
- Adding Bank details on the Invoice
- Overview of Xero Contacts
- Adding Customers, Suppliers & Employees details in Xero Contacts
- Adding Group in Contacts & Connect email to Contact
- Editing, Arching and restoring a contact.
Xero Introduction
- 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
Sales & Receivable Management
- Raising sales quotes in Xero
- Creating sales invoices in Xero
- Emailing an invoice to the customers
- Editing Sales invoices in Xero
- Creating sales credit notes
- Sales credit notes allocation against invoices
- Customer refund reconciliation
- Customer Activity Reports
- Aged Debtors Reports
- Xero Invoice reminder overview
Purchase & Payable Management
- Create supplier bills in Xero
- Editing supplier bills in Xero
- Attaching files to Bills
- Create supplier credit notes in Xero
- Supplier Credit notes allocation against bills
- Supplier Activity Reports
- Aged Creditors Analysis
- Overview of email bills to Xero
- Recording bills from the draft.
- Supplier Activity Reports
- Aged Creditors Reports
- Copying, Voiding and Importing a Bills
Bank and Petty Cash Reconciliation
- Understanding Bank Reconciliation in Xero
- The Reconciliation Screen
- Reconcile Bank Accounts
- Part Payments, 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
- Publish Month end Reconciliation reports
- Recording Bank charges against sales invoices
- Recording petty Cash Payment
- Publish petty cash month end reconciliation reports.
VAT Returns & Reports
- VAT Return preparation
- Review VAT Return by tax rates
- VAT Adjustments in MTD VAT Returns
- Submit VAT Return to HMRC through online
- Understanding the Xero Reports
- Create Monthly Profit and Loss Reports
- Create Monthly Balance Sheet Reports
- Create Monthly Management Reports
- Publish Monthly Management Reports
Who is it for?
Business Owners
Accountant & Bookkeepers
Job Seekers
Individual Seeking how to use Xero
Course Details
- Live online | Classroom | Onsite | 1 to 1
-
10:00am – 4:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (evening)
£350 (Online Live Via Zoom)
£450 (Classroom)
- 6 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 can sign up directly through the [registration link](insert link) or contact us at [email address] for assistance.
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?
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Xero Training for Business Owners
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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.