
In this video, you will learn about navigation panel in Xero.
Resources
During your course I will be using the demo UK scenario for a company Happy Celebrations UK, please find the case study attached below.
Download the user permission guide to see what you can access on Xero.
Any questions at any point, send me a message.
Technically a new version is very similar to what was before 2024. Xero has changed the navigation by introducing three tabs on the top with a summary of methods, editing existing and adding new payment services like Stripe, GoCardless, and PayPal.
The file in the resource section has comments to help you to fill in the information for upload on Xero.
Please refer to the case study to follow the example.
Please refer to the case study to follow the example.
Note on the archive tab:
It is not possible to delete the contact from Xero, but we can archive the contact for the supplier or customer you no longer do business with.
It is not possible to restore the contact if the name already exists and it is not possible to restore the contacts from the archived section in bulk, only individually.
In this video, you will see an example based on VDP Production Limited.
The file in the resource section has comments to help you to fill in the information for upload on Xero.
In this video, you will see an example based on VDP Production Limited.
The file in the resource section has comments to help you to fill in the information for upload on Xero.
Once you send the invoice, you can check whether the client has viewed the invoice or not. The status of the invoice which says "sent" is highlighted in green on Xero and will change once the invoice is viewed to the status "viewed".
In the Resources section, you can find detailed information on what role is required for certain tasks in the fixed assets section of Xero.
The advanced options, such as editing of fixed assets register are not available on the Xero trial as it is for the advisor role, but it is good to learn if you need them in the future.
You will learn how to add gain or loss on disposal.
To dispose of the asset, you need to run a manual disposal journal
In this video, I will show you how to manually import the existing list of fixed assets in CSV format.
We will upload a receipt in Hubdoc and then process it. YOu will also learn how to integrate with Xero.
This section contains the general articles on the subject of bookkeeping, that I have published, based on the experience in the field.
Cash coding is a quick and easy tool to reconcile multiple items. This is especially valuable with bank rules automation.
You can simply select all of the parking expenses as an example and reconcile them in minutes.
Select non-cash to show all of the items, where you do not need to match to invoices.
Posting manual journals on Xero for items, like depreciation is found under the Advanced tab.
For the auto reversal journal, you can set up accrued expenses in the current month, that will be billed in the next month. So Xero will automatically reverse it in the next month, and you raise an invoice, that is to avoid duplication.
An accrued expense is an expense that has occurred but has not yet been paid. These are required to show a true company's profit and before accounts are prepared, there must be a journal to show these transactions.
The below transactions cannot be used for search and recode on Xero.
Fixed assets
Manual journals
Purchase orders or quotes
Bank transfers or overpayments
Payroll transactions (including wages, payable bills, payslips, and PDs)
Voided transactions
Any line of a purchase transaction that contains tracked inventory (account type = inventory)
The manual journal creates a draft and you would see an original posting and with the source, it will show the correct code on the transaction.
During this video lecture, you will learn about Xero project feature.
Update is in progress and scheduled for release in May-June 2026. You can sign up anytime; the access is unlimited to current or any updated versions.
Welcome to the Complete Xero Online Accounting and Bookkeeping course,
which includes a complimentary ca.100-page "Learn Xero" eBook.
Why this course:
The course offers bite-sized video lectures.
Straight-to-the-point and Structured Xero online tutorial;
UK-based limited company demo scenario for practical knowledge;
Includes the latest changes in software.
A complimentary eBook;
Certificate upon completion;
Indefinite access to material;
Questions and Answers Zoom sessions;
Assistance with a course for any course-related questions, just send me a message.
Why study Xero Online?
Knowledge of Xero Online accounting and bookkeeping software is highly desirable by many businesses, and it is vital to become competitive professionals and secure more jobs. As accounting is shifting rapidly into the digital age, including tax submissions directly to your tax office, Xero is one of the leading software providers to offer a reliable accounting package for all requirements.
Xero Online Accounting and Bookkeeping has a similar structure across all countries. In my view, once you learn the basics, it is easy to navigate through any other version. I have reviewed the Australian Xero version. See my YouTube channel @LearnbookeepingUK for that video.
Why study online?
Studying online at your own pace, wherever you are based, helps you to achieve your goals without extra stress or pressure. No matter if your goal is to find a new job as a bookkeeper, or start your own small (or big) bookkeeping business.
The course covers all essentials, based on my years of experience with Xero, and in my view, this is an ideal starting point for any bookkeeper at the beginning or advanced level to refresh the latest updates.
About the course:
Course based on the Xero software UK demo company. I explain how to register for a trial version and how to download the Case study with exercises (Section 1 Case study). Registering for the trial version helps to learn by doing exercises along with the videos on your own as well.
If you would like to become a successful freelance bookkeeper, I recommend going through each module and then referring when needed. ( You have indefinite access to this course!).
If you are a sole trader or a business owner and have decided to do your bookkeeping, go through the main chapters on how to set up your business, how to raise sales and credit notes, how to input the purchase invoice or purchase credit, how to connect to the bank, and how to run main reports. For everything else, you can always refer back if needed.
Course covers:
How to register for a test-free version of Xero.
The navigation panel, featuring files and folders, dashboard edit for quick access.
Organisation settings, including changes in business, financial settings for year-end, locking period, etc.
Chart of accounts and learning about the nominal codes, why we need those, what they are, and how to import or edit the codes on Xero;
The contact list and how to add clients or suppliers, featuring a quick edit option;
Inventory and how to manage stock on Xero;
The sales process in detail, from raising a quote to raising sales invoices, sending statements, chasing debts, and setting up repetitive invoices.
Fixed assets and learning about types of depreciation, how to adjust each asset we add, or how to import existing;
Purchase process in detail: from raising a purchase order, converting PO to invoices on Xero, or simply entering the invoice directly from the supplier, features uploading files for a quick view, and quick payment addition.
How to upload receipts into folders on Xero and process receipts step-by-step guide.
Thorough explanation of banking: from how to add various bank accounts (PayPal, everyday, credit cards, etc), how to set up online payments for clients to pay for the invoice, how to manually import statements to a full bank reconciliation process guide with bank rules, shortcuts and learning about what to do when errors occur.
Finally, reporting, featuring bank reconciliation reporting, age payable, profit and loss, and balance sheet.
VAT/GST/Sales tax video and resources to help with returns on Xero and a general understanding of indirect taxation.
How to import transactions right from the first time without errors
Reviews:
"The presentation of the course was amazing, and the breakdown of all lectures." by Beauty T.
"Nice experience. I can compare the feel with other familiar packages and do submit that Xero is pretty straightforward and easy to grasp." by Paul Yakubu
"Yes, definitely. I am an accountant by profession and learning more about online platforms like Xero can complement and enhance my current skill set." by Teddy
"It was detailed and easy to understand." by Karen
About Xero:
Founded in 2006 in New Zealand, Xero is one of the fastest-growing accounting software cloud companies, and it has over 3 million users worldwide.
I hope to see you at my course!
Your future tutor,
Maria