Complete Xero Training: Learn Xero accounting within a day

Add and manage users in Xero by inviting teammates, selecting permissions from read only to admin across payroll and accounting, and guiding recipients to accept invites and log in.

Explore the chart of accounts structure and learn to add new accounts within a numeric range, including revenue and categories like direct costs, current assets, inventory, and equity.

Explore Xero's chart of accounts, customize, add, export or archive accounts by type (assets, liabilities, equity, expenses, revenue), and map transactions with unique codes and tax rates for accurate reporting.

Set up opening balances by adding a bank balance of £10,000 on 1 January 2023 using the accounting advanced conversion balance, then save and verify in the assets chart of accounts.

Navigate to organization settings and add your business details, including display name, logo, line of business, organization type, registration number, address, phone, email, and website, then save.

Access and adjust financial settings in Xero from the accounting tab or dashboard. Set the financial year end, VAT scheme and period, text defaults, CIS, time zone, and save changes.

Learn to customize the invoice layout in Xero by adjusting logo, date, name appearance, and options, preview invoices, and save changes.

Add customers and suppliers as new contacts with account numbers, financial details, and delivery addresses, then set sales or online sales accounts and apply 20% VAT before saving.

Learn how to add suppliers in xero, set delivery addresses, and configure purchase details, cost of goods sold, and VAT on expenses, including utilities and website subscriptions.

Upload and manage inventory by adding items with codes, purchase price, sales price, and tax codes, then import via a template to create 17 items.

learn how to create and apply a credit against an invoice in Xero, applying a 10 April online sales credit to an invoice dated 10 March.

Master how to create and approve purchase invoices in Xero by entering bills to pay, adding line items from wholesalers with cost prices, and finalizing invoices.

record and manage other transactions by creating bills to pay, assigning suppliers, dates, and amounts with vat, choosing correct accounts, and using a suspense account to correct mispostings.

Learn to enable online payments with Go Cardless and Stripe in Xero, accepting cards and wallets like Apple Pay or Google Pay, and automate payment collection and reconciliation.

Learn how to record capital introduced via a journal entry in xero, balancing debits and credits across bank and capital accounts, and understand the accounting equation.

Record a capital introduced entry of £15,000 on 30 May, then record a £10,000 van purchase, select the relevant account, note bank receipt as an asset, and post.

Create a new purchase order by selecting a supplier, date, and items, set the account and tax rate, save as a draft, then send for approval.

Navigate the purchase order workflow in Xero: edit quantities, unit prices, update or delete orders, and copy or build to generate a bill. Track bills to pay and awaiting payment.