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Finance & Accounting Money Management Tools Xero

Xero Accounting Software 2020

Learn Xero accounting software 2020 in a comprehensive online course taught by a practicing CPA, CGMA, CPI, with BS tax
Rating: 4.3 out of 54.3 (117 ratings)
14,425 students
Created by Robert (Bob) Steele, Jane Clark
Last updated 2/2020
English
English [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • Set up Xero Account
  • Navigate Xero Software
  • Enter normal business transaction into Xero accounting software
  • Reconcile bank accounts using Xero accounting software
  • Generate and analyze reports including a balance sheet, an income statement, and supporting reports
  • Export Reports to Excel

Requirements

  • Xero accounting software is recommended
  • We recommend Xero free 30 - day trial to get access to the software

Description

The Xero 2020 accounting software course content is being added to at this time. We expect to have between 20 and 30 hours of content by the end of February.

The price will go up as content is added.

The current course community will have access to the updates as we create them.

We plan to update this course each year at no additional cost, so the course community has access to the latest look and feel of Xero accounting software and can also look back to see the changes that have been made.

If we would like to:

· Learn Xero accounting software to help run our business or

· Understand Xero accounting software to advance our career or

· Use Xero accounting software to better understand how accounting concepts apply to real-world application by using this real-world software

This course is a course for us.

This is a comprehensive Xero accounting software course.

Who this course is for:

  • Business owners
  • Accounting professionals
  • Accounting students
  • Anybody who wants to learn accounting software

Course content

30 sections • 156 lectures • 28h 9m total length

  • Preview02:47
  • Data Files to Download
    00:01
  • Preview13:51

  • Data Files to Download
    00:01
  • Preview11:31
  • 1.16 Customer Section Invoice
    20:51
  • 1.17 Customers Section Receive Payment
    14:34
  • 1.18 Customers Section Deposit from Clearing
    06:30
  • 1.19 Customers Section Sales Receipts
    14:57

  • Data Files to Download
    00:01
  • Preview10:24
  • 1.22 Vendor Section Payable Payment
    09:26
  • 1.23 Vendors Section Purchase Order
    09:50
  • 1.24 Vendors Section Check
    08:08

  • Preview12:25
  • 1.28 Others Section
    12:08
  • 1.30 Reports
    12:54
  • 1.40 Help Options
    05:20
  • 1.45 Print & Export Reports to Excel
    14:49
  • 1.50 Backup Options
    08:33

  • Data Files to Download
    00:01
  • 2.10 Balance Sheet
    15:52
  • 2.15 Balance Sheet Report Settings
    10:00
  • 2.20 Balance Sheet Edit Layout
    17:11
  • 2.30 Comparative Balance Sheet
    14:08
  • 2.40 Summary Balance Sheet
    16:46
  • 2.50 Memorize Custom Report Group
    12:27

  • 3.10 Income Statement
    15:17
  • 3.20 Comparative Income Statement
    15:35
  • 3.25 Vertical Analysis Income Statement
    10:33
  • 3.30 % of Expense Income Statement
    09:35

  • 4.10 Statement of Cash Flows
    13:25
  • 4.20 Income By Contact Report
    10:19
  • 4.30 Aged Receivables Report
    10:28
  • 4.35 Aged Payables Reports
    10:56
  • 4.40 Sales Graphs
    10:29
  • 4.45 AR & AP Graphs
    14:00

  • Data Files to Download
    00:01
  • 6.01 Set Up Organization Details
    07:23
  • 6.02 Users Add & Manage
    11:33
  • 6.03 Add Apps, Currencies, & Subscriptions
    04:40
  • 6.05 Payment Services, Invoicing, & Features
    05:09
  • 6.06 Projects, Files, & Other Settings
    03:06

  • Data Files to Download
    00:01
  • 6.09 Objective
    07:18
  • 6.10 Items - Service Set Up Part 1
    08:48
  • 6.11 Items - Service Set Up Part 2
    11:51
  • 6.13 Items – Inventory Set Up Part 1
    10:03
  • 6.14 Items – Inventory Set Up Part 2
    07:50
  • 6.14 Items – Inventory Set Up Part 3
    10:05

  • 6.15 Set Up Customers & Beginning Balances
    21:33
  • 6.20 Set Up Vendors & Beginning Balances
    11:44

Instructors

Robert (Bob) Steele
CPA, CGMA, M.S. Tax, CPI
Robert (Bob) Steele
  • 4.4 Instructor Rating
  • 15,872 Reviews
  • 329,484 Students
  • 95 Courses

Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.  

Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).  

Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.  

In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele's teaching philosophy is to make content applicable, understandable, and accessible.  

Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.  

Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.  

Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.  

Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.  

The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.  

Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge like Udemy.

Jane Clark
JC
  • 4.4 Instructor Rating
  • 1,541 Reviews
  • 176,861 Students
  • 4 Courses

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