XERO - Become a Master in Accounting

Name: XERO - Become a Master in Accounting
Rating: 3.7 (6 reviews)

Learn how to streamline your accounting tasks & improve financial management with Xero's cloud-based software

Created byMd. Nasir Ahamed

Last updated 3/2026

English

What you'll learn

Learn about Xero with features
Create an Account in Xero
Create a New Company
Learn about the Xero Dashboard, Menus, Icons & Tabs Learn about Organization Settings (Organization Details, Manage Users, Invoice Settings & Email Settings)
Learn about Advanced Settings (Financial Settings, Tax Rates, Chart of Accounts & Conversion Balances)
Add Contacts (Manual & Import) )
Add Inventories (Manual & Import
Add Opening Balances of Inventory
Create a Quote & Convert a Quote to an Invoice
Create an Invoice & Record a Payment
Create a Repeating Invoice
Create a Credit Note
Record Prepayment & Overpayment
Record Bad Debts
Create a Purchase Order & Convert a Purchase Order to a Bill
Create a Bill & Record a Payment
Create a Repeating Bill
Create an Expense Claim & Record a Payment
Create Bank Rules
Import Bank Statement
Use Cash Coding
Generate Bank Reconciliation Report
Register Fixed Assets
Run Depreciation
Record Disposing of Fixed Assets
Use Pay Run to pay Employees
Create Projects & examine Profitability
Create a Budget
Generate Custom Reports

Course content

12 sections • 41 lectures • 3h 40m total length

Introduction3:14

Part-01 Creating an Account in Xero8:45
Set up Xero, a cloud-based accounting system, by choosing a starter, standard, or premium package and creating and verifying your account, then explore features like bank reconciliation, invoicing, and expenses.
Part-02 Creating a New Company in Xero7:34
Learn to create a new company in Xero by inputting Murfreesboro Auto Repair Limited, choosing industry and Singapore, setting year end, and enabling multi-factor authentication with Zero Verify.
Part-03 Organization Settings2:56
Upload and delete files via the files menu, then open organization details. Update display name, logo, organization type, and address, then save changes.
Part-04 Managing Users4:03
Part-05 Invoice Settings4:01
Part-06 E-mail Settings1:16
Part-07 Financial Settings2:27
Part-08 Tax Settings3:04
Part-09 Adding Chart of Accounts (Manually & Import)10:19
Learn to manage chart of accounts by adding bank and other accounts, organizing by assets, liabilities, equity, expenses, and revenue, archiving or restoring items, and importing accounts from CSV files.
Part-10 Adding Conversion Balances3:30
Part-11 Recording Spend, Receive & Transfer Money5:58
Part-12 Shortcut Keys of Xero1:34
Learn to navigate Xero quickly using shortcut keys, such as slash plus a letter to open bank accounts, bills, contacts, dashboard, and invoices, and to create new invoices.

Part-01 Adding Contacts8:58
Add contacts manually or by import and group them for organization. Manage inventories and opening balances, create invoices from codes, record payments, and set up repeating invoices and credit notes.
Part-02 Adding Inventories12:28
Part-03 Creating a Quote8:09
Part-04 Converting a Quote to an Invoice & Receiving a Payment4:04
Part-05 Creating a New Invoice & a Credit Note before Receiving a Payment6:24
Part-06 Creating a Credit Note after Receiving a Payment6:09
Part-07 Recording Direct Payment & Repeating Invoice3:29
Part-08 Recording Prepayment & Overpayment7:08
Part-09 Recording Bad Debts2:53

Part-01 Creating a Purchase Order3:12
Learn to manage bills and expenses in Xero by creating a purchase order, converting it to a bill, creating new bills, recording payments, and handling repeating bills and credit notes.
Part-02 Converting a PO to a Bill & Giving a Payment1:44
Part-03 Creating a New Bill & a Credit Note before Payment & Recording Discount12:09
Part-04 Creating a Credit Note after Giving a Payment4:36
Part-05 Repeating Bill & Recording Direct Payment2:42
Create a new repeating bill using the repeating bill format, mirroring the invoice, and record direct payments by spending money with itemized data.

Part-01 Creating a Bank Rule4:07
Learn to create bank rules in Xero for bank reconciliation, import statements CSV, and use description-based conditions and contacts like Mr. Lee to allocate line items and generate report.
Part-02 Importing Bank Statement5:11
Learn to reconcile bank statements with account transactions in Xero by importing a bank statement via a CSV template, matching fields, and completing the import to update balances.
Part-03 Reconciling Bank Statement9:13

Requirements

Basic Computer
Skill Basic Accounting Knowledge
Basic Search & Internet Skill

Description

Description: Xero is a cloud-based accounting software that has become increasingly popular among small business owners, bookkeepers, and accountants. This comprehensive course is designed to teach you how to use Xero effectively and streamline your accounting tasks to improve your business's financial management.

The course will cover the following topics:

Introduction to Xero and its features: You will learn about the key features of Xero, its benefits, and why it is an ideal solution for small businesses. You will also get an overview of the Xero dashboard and the basic navigation of the software.
Setting up your Xero account: You will learn how to set up your Xero account, including adding users and setting up permissions, configuring your organization settings, and customizing your chart of accounts.
Creating and managing invoices, bills, and purchase orders: You will learn how to create and send invoices to your customers, manage bills and expenses, and generate purchase orders. You will also learn how to set up recurring invoices and automate your billing process.
Reconciling bank and credit card accounts: You will learn how to reconcile your bank and credit card accounts in Xero, including importing bank statements and matching transactions.
Generating financial reports: You will learn how to generate financial reports such as profit and loss statements, balance sheets, and cash flow statements. You will also learn how to customize these reports to meet your specific business needs.
Managing inventory and tracking expenses: You will learn how to manage your inventory and track your expenses in Xero, including setting up inventory items, tracking stock levels, and recording expenses.
Integrating Xero with other applications: You will learn how to integrate Xero with other applications, such as PayPal, Stripe, and Shopify. You will also learn how to use the Xero API to connect Xero with custom applications.

By the end of this course, you will have a solid understanding of how to use Xero and its various features to streamline your accounting tasks and improve your business's financial management.

Who this course is for:

Business owners
Accountants and Bookkeepers
Job seekers
Accounting Students
Freelancers
Anyone interested in becoming an expert in XERO

XERO - Become a Master in Accounting

What you'll learn

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Course content

Introduction1 lecture • 3min

Setting up Xero12 lectures • 55min

Managing Sales & Income9 lectures • 1hr

Managing Bills & Expenses5 lectures • 24min

Expense Claims2 lectures • 7min

Bank Reconciliation3 lectures • 19min

Fixed Assets & Depreciation3 lectures • 19min

Pay Run2 lectures • 16min

Project1 lecture • 6min

Budget1 lecture • 6min

Requirements

Description

Who this course is for: