Course Highlights
  • Everything you need to know to become a confident Xero user
  • How to sign up to Xero and get your account setup quickly and accurately
  • Learn about Sales invoice layouts, creating and sending invoices
  • How to enter Purchase invoices including attaching backup
  • Learn how to create and send Quotes to your customers
  • How to prepare and issue Purchase Orders
  • Learn all about adding Bank accounts, linking to your Xero account and the amazing Xero bank reconciliation
  • How to create reports that you can then print or download
  • Learn all about VAT in Xero and how to prepare and check your VAT return
  • How to track your Fixed Assets in Xero
  • How to setup and run a straightforward Payroll in Xero
Curriculum

1 Topic
Welcome

6 Topics
About this Section
Why choose Xero?
What are the options?
Signing up for your free trial
How much will Xero cost?
How to use Xero

8 Topics
About this Section
Organisation Settings
Financial Settings
Adding Users
Accounts Codes
Chart of Accounts - Sole Traders
Chart of Accounts - Limited Companies
Opening Balances

7 Topics
About this Section
Sales Invoice Layouts
Creating a Sales Invoice
Sales Invoice Options
Sales Credit Note
Sending Statements
Sales Invoice Opening Balances

7 Topics
About this Section
What is a Purchase Invoice?
Entering a Purchase Invoice
Purchase Invoice Options
Repeating Purchase Invoices
Purchase Credit Note
Purchase Invoice Opening Balances

6 Topics
About this Section
Quotes Setup
Preparing a Quote
Sending a Quote
Quote Options
Converting a Quote

4 Topics
About this Section
Creating a Purchase Order
Purchase Order Options
Converting a Purchase Order

7 Topics
About this Section
Adding and Linking Bank Accounts
The Bank Reconciliation?
Importing a Bank Statement (1)
Importing a Bank Statement (2)
Reconciling a Sales Receipt
Reconciling a Purchase Payment

5 Topics
About this Section
Aged Receivables Report
Aged Payables Report
Cash Summary Report
Profit & Loss and Balance Sheet

5 Topics
About this Section
Tax Exclusive and Tax Inclusive
VAT and Sales
VAT and Purchases
Preparing a VAT Return

4 Topics
About this Section
Fixed Asset Settings
Registering Fixed Assets
Depreciation

6 Topics
About this Section
Payroll Settings
Adding Employees
Creating a Pay Run
Payroll Reports
Payroll Filing

4 Topics
About this Section
What have you learned?
Congratulations and Thank You
Bonus Lecture: What next?

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Xero Online Accounting - Learn Xero in a Day

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