Course Highlights
  • *Includes a complimentary eBook
  • How to Set Up and Use Xero Online Account
  • Master Import, Export And Back Up of Data on Xero Online
  • How To Manage Customers and Suppliers Data
  • How To Add Services and Products on Xero
  • Enter All Types of Business Transactions Reconcile Bank Accounts
  • How To Add Bank Accounts and Reconcile Transactions
  • How to Add and Manage Inventory and Fixed Assets
  • How to Set Up and Run a Payroll on Xero Online
  • Customize and Run Reports on Xero Online
Curriculum

4 Topics
How to register for Xero Online free trial step by step
Login with an authentication on Xero
Complimentary Xero VAT E-book
Case study

20 Topics
Navigation Panel
Dashboard Quick Edits
Digital filing
How to add information about your business
How to invite users
Connecting Apps
How to add a currency
How to add payment services
How to amend templates on Xero
Branding Theme change
Xero invoice reminders
Default Settings
How to make changes to financial year settings
How to set up and use Xero tracking categories
How to change tax rate settings
Nominal codes and chart of accounts
How to use the conversion balances feature
Adding conversion balances with an example
Navigation potential problems and how to solve
Dashboard Quiz

6 Topics
How to add contact for customer
How to add contact for supplier
Adding groups in contacts
How to import contacts with csv file watch the video
Potential problems with contact and how to solve
Contact Quiz

5 Topics
How to add a service (for service business)
How to add products (inventory business)
How to adjust inventory levels
Import inventory in a few easy steps
Inventory Quiz

11 Topics
Sales - How to raise a sales quote
How to convert sales quote into sales invoice
How to raise a sale invoice with a discount
How to raise a sales invoice to a customer abroad
How to set up repeating invoices
How to raise a sales credit note
How to set up auto reminders for sales invoices
Credit control on Xero
Placeholders
Online Payments new feature in 2023
Sales Quiz

7 Topics
What are fixed assets and depreciation
How to add a fixed asset manually
Create a purchase order for fixed assets
How to edit fixed asset register
Fixed asset register gain / loss on disposal entry
Import fixed assets directly
Fixed Assets Quiz

11 Topics
Bill Overview Screen Change November 2023
How to convert a purchase order (for fixed assets) into a purchase invoice
How to enter a purchase invoice for inventory
How to set up a repeating purchase invoice
Create a credit note for purchase invoice
How to mark an invoices as "paid"
How to remove payment from a purchase invoice
How to use batch payment and schedule supplier's payments
How to run aged payables report
How to see if purchase order sent
Purchase order Quiz

5 Topics
How to enter expenses on Xero including Mileage Claim
How to add expense claims labels for tracking
Expense claims user roles
How to upload receipts with Hubdoc
Expenses Quiz

11 Topics
How to add a bank account
How to import bank statement
What is a bank reconciliation?
Why reconciliation is important?
Bank reconciliation process on Xero
Cash coding explained
Cash Coding
Manual Journal
Find and Recode
Using cash coding on Xero
Bank Quiz

1 Topic
Projects how to set one and how to record time

8 Topics
Payroll Overview
Payroll Holiday
Payroll pension
Payroll pay items
Payroll employee settings
Payroll time off
Payroll timesheets
Payroll payrun

2 Topics
Article: Sales tax GST or VAT?
VAT Reports on Xero

4 Topics
Reporting on Xero
Xero advisor options overview
Assurance Report - a great tool for audit trail
Thank you!

  Write a Review

Complete Xero Online Accounting and Payroll Course

Go to Paid Course