
This lecture provides an overview of the full course.
This lecture covers the following topics:
Open a Free Xero trial Account
Start a new organisation in Xero
Set up organisation details in Xero
Set up financial settings in Xero
View the chart of accounts in Xero
Customise the chart of accounts in Xero
Set up conversion balances in Xero
Explore the Xero dashboard
Run the balance sheet report in Xero
This lecture covers the following topics:
Create a contact for cash register takings in Xero
Create a receive money transaction in Xero
Copy a Receive Money transaction in Xero
Create a supplier contact in Xero
Create a transaction in Xero tutorial
Copy a spend money transaction tutorial
Paying an invoice in Xero
Recording a bill payment by BPay in Xero
Recording a payment by credit card in Xero
Recording a payment by bank transfer in Xero
Recording a payment of wages by cheque in Xero
Recording an insurance payment by cheque in Xero
Recording a personal payment by cheque in Xero
Recording a payment from Petty Cash in Xero
Recording a payment for a capital item in Xero
This lecture covers the following topic:
Reconcile a bank account in Xero
This lecture covers the following topics:
Remit payment to the ATO in Xero
Export Chart of Accounts in Xero
Export Contacts in Xero
This lecture covers the following topics:
Access your Xero account
Start a new organisation in Xero - Accrual Accounting
Set up organisation details in Xero - Accrual Accounting
Set up financial settings in Xero - Accrual Accounting
Import Chart of Accounts in Xero - Accrual Accounting
Set up conversion balances in Xero - Accrual Accounting
Import Contacts in Xero - Accrual Accounting
Add a logo to invoices in Xero
Add default payment terms to invoices in Xero
Add an inventory item in Xero
Record a historical unpaid sales invoice in Xero
Record a historical unpaid purchase bill in Xero
View aged receivables and payables in Xero
This lecture covers the following topics:
Record a sales invoice in Xero
Record a sales invoice with mixed GST codes in Xero
View all sales invoices in Xero
Record a sales invoice payment by cheque in Xero
Record a sales invoice payment with a discount in Xero
Record a sales invoice payment at the time of sale in Xero
View Aged Receivables in Xero
This lecture covers the following topics:
Record a purchase order in Xero
Mark and convert a purchase order as billed in Xero
Record a purchase from a supplier bill in Xero
View all purchases in Xero
Record a bill payment by cheque in Xero - Bumble & Scrooge
Record a bill payment by cheque in Xero - Wok's Cooking
View Accounts Payable in Xero
This lecture covers the following topics:
Record a supplier bill using an inventory item in Xero
Record a sales invoice using an inventory item in Xero
Record a sales quote in Xero
Create a sales invoice from a quote in Xero
Record and refund a customer overpayment in Xero
Add a credit note for returned items in Xero
Write off a bad debt in Xero
Record a contra transaction in Xero
This lecture covers the following topics:
Generate a customer statement in Xero
Reconcile A Bank Statement in Xero - Accrual Accounting
This course contains the use of artificial intelligence.
It also has step-by-step video walkthroughs on how to use Xero, narrated and explained by the course instructor.
If you’re looking for:
Clarity instead of confusion
Practical skills instead of theory overload
Simple explanations of complex topics
You’re in the right place.
This course is about:
Developing and using accounting and bookkeeping policies and practices
Managing a cash receipts and payments system, and bank reconciliations
Processing journal entries, posting journals to ledgers, extracting trial balance and interim reports
Establishing debtors and creditors, managing accounts receivable, identifying bad and doubtful debts and planning recovery actions, and remitting payments to creditors
Preparing financial reports for cash and accrual accounting
in Xero.
This course is designed for:
Anyone who wants to start a creer in accounting and bookkeeping
Small business owners or managers
Individuals managing business accounts
Accounts people who want to upskill
Accounts Receivable and Payable officers
This course follows a case study approach to learning, packed with multiple scenarios.
Over 50 real practical transactions for you to practice, accompanied by:
Individual, step-by-step walkthroughs
Numerous learning activities
Show & Tell videos
All you need is:
A desire to excel
Basic English language, literacy and numeracy skills
Basic computer, internet, and email knowledge
A personal computer
Internet access
A free Xero trial account
After completing this course you will reciieve an APEX Professional Excellence Certificate.