Accounting With Xero: A Beginner’s Guide
Get familiar with Xero accounting software, building your confidence in managing clients and carrying out everyday tasks.
Duration
4 weeksWeekly study
4 hours
Accounting With Xero: A Beginner’s Guide
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Master Xero basics to simplify and improve everyday tasks
A good understanding of Xero accounting software is quickly becoming a sought-after skill. This practical four-week course provides a solid foundation for Xero accounting, helping you to set yourself apart in a highly competitive job market.
Get to grips with Xero accounting software basics
You’ll have the chance to learn about several important topics during this Xero training course, including cloud computing, Xero system requirements, and multi-factor authentication.
The fundamentals of Xero accounting software will also be explained. You’ll be given in-depth instructions on adding, updating, and editing accounts; creating, importing, exporting, editing, archiving, and merging customers and suppliers; and creating quotes and invoices.
Understand Xero accounting with a clearly explained framework
The coursework in this Xero training is mapped out over easily accessible sections, so you can apply the knowledge you gain to everyday tasks almost immediately.
You’ll soon be using your Xero accounting skills to deliver better service to clients, streamline processes, and ultimately generate more business and profit.
Let experts guide you as you hone your Xero software skills
As a Xero Education Partner, the Career Academy has delivered Xero training to thousands of satisfied students.
With this great track record and the fact that the course material has been developed by Xero-certified contributors, they’ll give you all the support you need as you learn about this powerful accounting software.
Syllabus
Week 1
How do I start using Xero?
What is Xero?
An overview of how Xero came to be, why businesses use it, and the features which make it unique.
Signing up with Xero
Get signed in and working with Xero.
Finding your way around your Xero Account
In this activity we'll give you some useful tips on navigating your new Xero Dashboard, discuss Add-ons, Integrations & Apps and useful tips like the Xero Calculator!
Quiz
Practicing with the basics of Xero
Up next
Now that you know how to set up Xero, in week 2 we will show you how to set up and use the accounts you will need to record your transactions.
Week 2
Xero Chart of Accounts
Overview of the Xero Chart of Accounts
The Chart of Accounts is the list of all accounts your organisation has available to record your transactions in Xero. Having the right chart of accounts makes a big difference for your organisation.
Quiz
Practicing with the Xero Chart of Accounts
Looking ahead to week 3
123
Week 3
Managing Contacts with Xero
Overview of Xero Contacts
In this activity you'll develop an understanding of contacts in Xero
Quiz
Practicing with Contacts in Xero
Your final week
In week 3 you were introduced to managing contacts, customers, suppliers and employees quickly and easily.
Week 4
Xero Sales, Invoices, Quotes & Inventory
Invoices
In this activity you'll learn about Invoices in Xero
Statements, Quotes & Inventory
In this activity, you'll learn all about statements, quotes and inventory in Xero.
Quiz
Practicing with Xero Sales, Invoices, Quotes & Inventory
Where to go from here
In the wrap up of week 4 we will show you how to continue with your studies.
Learning on this course
On every step of the course you can meet other learners, share your ideas and join in with active discussions in the comments.
What will you achieve?
By the end of the course, you‘ll be able to...
- Explain cloud computing, the benefits of using Xero, and how to set up multi-factor authentication for your Xero account.
- Identify what the system requirements are to use Xero.
- Describe the steps for creating new customers and suppliers in Xero, how to import and export contacts as well as how to merge contacts and create contact groups.
- Explain the purpose of Smart Lists and how to use them to run searches.
- Explain the process for archiving a contact, and restoring an archived or merged contact.
- Explain the different invoice types available in Xero and describe each of their definitions and also explain the invoice details can be customised.
- Explain how to create invoices, repeating invoices and invoices for groups, and explain what invoice details can be customised.
- Explain how to customise templates and apply branding themes.
- Explain how to create a quote.
- Compare the differences between tracked and untracked inventory, and describe the process of adding new inventory items.
- Explain how to access the Chart of Accounts, add a new account, edit an existing account, import a new Chart of Accounts and the tax settings that are applied.
Who is the course for?
This course is designed for anyone, from job seekers to business owners and managers, looking to improve their career prospects with knowledge of Xero accounting.
What software or tools do you need?
To take part in this course you will need a computer, internet access, and access to an authenticator app. You can access the Xero Verify Authenticator on Google Play and You can access the Xero Verify Authenticator app on the Apple Store
Who developed the course?
The Career Academy
The Career Academy is an award winning company specialising in high quality, industry recognised online courses. They have successful operations in the UK, Ireland, New Zealand, Australia and Singapore. Over 20,000 students study with them every year and they are 100% committed to helping them succeed in their career.
Xero
Online courses from Xero
What's included?
This is a premium course. These courses are designed for professionals from specific industries looking to learn with a smaller group of like-minded individuals.
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- Includes any articles, videos, peer reviews and quizzes
- Certificate of Achievement to prove your success when you're eligible
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- Stay motivated by using the Progress page to keep track of your step completion and assessment scores
Join a global classroom
- Experience the power of social learning, and get inspired by an international network of learners
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- As you work through the course, use notifications and the Progress page to guide your learning
- Whenever you’re ready, mark each step as complete, you’re in control
- Complete 90% of course steps and all of the assessments to earn your certificate
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