Xero Setup Training Course


Estimated Time of Completion: 5 hours

Course Inclusions:

  • Instructional Videos
  • Training Workbooks (downloadable PDF’s)
  • Assessment Tests
  • Xero Accounting Beginners Certificate

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.


Introduction to Bookkeeping Basics

The Certificate in Xero Setup and Configuration course includes fundamental accounting skills and terminology that all students should understand, including:

  • Bookkeeping Beginners Training – Introduction
  • Bookkeeping Beginners Training – Charts of Accounts
  • Bookkeeping Beginners Training – Tax Codes
  • Bookkeeping Beginners Training – Cash Vs. Accrual Accounting 
  • Bookkeeping Beginners Training – Debits & Credits, Income & Expenses 
  • Bookkeeping Beginners Training – Intro to Credit Control & Cash Conversion Cycle

Certificate in Xero Setup, Configuration & Default Settings

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

Learn more about this course