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Using Xero for your bookkeeping needs do beautiful business
Rating: 3.7 out of 5(21 ratings)
103 students

Using Xero for your bookkeeping needs do beautiful business

All you need to know to use Xero effectively
Created byLynn Leblanc
Last updated 2/2017
English

What you'll learn

  • You will learn how to use the Xero platform. This includes creating invoices, entering bills, completing bank reconciliations and so much more. You will also learn how to run payroll through Xero and properly set up the system for use. Finally you will learn how to pull reports to help evaluate how your business is doing overall.

Course content

11 sections28 lectures50m total length
  • Summary of Subscription Options1:22
  • Settings you should review3:32

    Navigate the setup to enter company details, tax info, currencies, and invoice preferences. Configure users, tax rates, and chart of accounts, then import balances for accurate reconciliations.

  • Connect Your Bank Accounts1:15
  • Adding New Users1:38

Requirements

  • It is important to have a basic understanding of bookkeeping in order to get the most from this course. This means understanding the difference between a bill and an invoice for example. The rest of the details will be explained as one proceeds through the course.

Description

The leader in Cloud Accounting, Xero has simplified bookkeeping for small business while providing advanced tools for large companies. This course teaches every aspect of bookkeeping, from getting set up to reporting. 

This course covers a variety of topics including

  • Getting Started
  • Chart of Accounts
  • Bank Reconcilliations
  • Sales
  • Purchases
  • Payroll
  • Expense Claims 
  • Fixed Assets
  • Reports
  • Adviser Status
  • Contacts
  • Add Ons

By the end of the course you will be able to manage your books in Xero with ease.

Who this course is for:

  • This course is helpful for two sets of students. First the small business owner who has minimal financial activity each month and wants to be able to do their own bookkeeping on an ongoing basis to get a better handle of what is happening in their business. The second set is bookkeepers who are familiar with desktop software but want to learn cloud accounting software to be able to offer more services to their clients.