Xero Setup Training Course

This cloud Accounting Information Software (AIS) stores all of your data securely in the cloud, ultimately saving space on your computer and providing you with the ability to access your files from virtually anywhere. Xero enables you to connect to, and retrieve, bank feeds from your bank accounts and also PayPal. This is one of the fantastic features of cloud-based accounting software because it saves a considerable amount of time and effort getting bank account information into your accounting software.

Description

Once the bank account information (real world) is in your accounting software you can then quickly perform a bank reconciliation. Once the bank reconciliation is completed, you can obtain all of the important reports that demonstrate how the business is travelling.

  • Intro to Xero Accounting Software
  • Free Software Trial
  • Organisational Settings
  • Financial Settings
  • Invoice Settings and Users
  • Chart of Accounts
  • Account Balances
  • Invoice Settings – Default
  • Invoice Settings – Email Settings
  • Dashboard – Watchlist
  • Contacts – Add New Contact
  • Add Bank Account
  • Add Credit Card
  • Add PayPal Accounts
  • Manage Bank Accounts on Dashboard

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