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Master Your Finances: Xero Cloud Accounting Basic to Advance
Rating: 4.1 out of 5(200 ratings)
2,228 students

Master Your Finances: Xero Cloud Accounting Basic to Advance

Xero Cloud Accounting Basic to Pro Complete Course Includes Xero Bookkeeping, Xero Payroll and VAT Management
Last updated 1/2026
English

What you'll learn

  • How to sign up to Xero and get your Account Setup Quickly and Accurately
  • Everything you need to know to become a confident Xero user
  • Adding VAT info to the settings
  • Editing and Adding Chart of Accounts
  • Transferring From Manual to XERO Cloud Through Opening Balances Entries
  • Entering Customers and Vendors
  • Learn about Sales invoice layouts, Creating and Sending invoices
  • Entering Credit and Debit Notes in Xero
  • Aged Debtors Report
  • Adjusting Inventory Configurations
  • Learn all about adding Bank accounts, linking to your Xero account and the amazing Xero bank reconciliation
  • Bank Statement Reconciliation With Import Technique
  • Dealing with Payroll -Wages and Salaries

Course content

1 section59 lectures4h 38m total length
  • Creating a Xero Trial Account3:14
  • Introduction to Assignment5:11
  • Adding VAT Info to the Settings1:54
  • FAQs1:03
  • Important Update0:18
  • Adding Reports to Accounting Tab1:23
  • Important Message1:40

    Learn how to handle the course feedback pop-up after watching videos, including rating your experience and saving your review to continue.

  • Editing and Adding Chart of Accounts8:56
  • Opening Balances and Report Extraction in Xero7:52
  • Understanding The Scenario3:04
  • Creating and Amending Nominal Ledgers5:45
  • Chart of Accounts Report0:57
  • Entering Customers7:28

    Enter new customers and suppliers in Xero by adding company names, account numbers, primary contact names, and addresses, then save and add additional contacts.

  • Entering Vendors6:08
  • Extract Contact Reports1:53
  • Entering Sales Invoice6:55
  • Entering Sales Invoices Part 23:31
  • How to Delete or void Draft or permanent Invoices1:05
  • Entering Sales Invoices Part 33:48

    Enter and manage sales invoices in Xero cloud accounting, set the date and manually assign invoice numbers to prevent errors, and apply tax inclusive settings across items.

  • Default Tax Inclusive Settings for Invoices1:44

    Learn to configure tax inclusive invoices in Xero by adjusting global invoice settings and per customer financial options, then verify the change on new invoices.

  • Tax Default Additional Settings in Xero3:46
  • Entering Sales Invoices Part 47:00
  • Entering Sales Invoices Part 58:04

    Enter sales invoices in Xero, add line items with dates, invoice numbers, prices, and categories, and approve invoices, including creating new items.

  • Entering Credit Notes in Xero3:09
  • Extracting Customer Reports5:29
  • Aged Debtors Report4:15
  • Adjusting Inventory Configuration for Purchases3:33
  • Entering Purchase Invoices Part 14:21
  • Purchase Description Settings to Invoices.1:16
  • Entering Purchase invoices Part 26:51
  • Entering Purchase invoices Part 314:25
  • Credit Notes - Dealing With Purchase Returns2:49
  • Supplier Activity Report1:44
  • Extracting Aged payable Report1:42
  • Dealing With Customer Payments Reciepts in XERO6:38
  • Applying Credit Notes to Invoices2:46
  • Dealing With Supplier Payments in XERO9:13

    Learn to process supplier payments in Xero by selecting bills to pay, choosing invoices (single or multiple), and creating payments from the current account with date, reference, and batch edits.

  • Settle and Adjust Credit Notes Against Purchase Invoices2:55
  • Print List of Bank Receipt and Payments1:28
  • Post Sundry Payments in Xero7:23
  • Making Payment for Bills Via Credit Card4:56
  • Transfer Balance from Credit Card to Bank4:40
  • Petty Cash Transactions - Week 112:42
  • Petty Cash Transactions - Week 210:37
  • Petty Cash Transactions - Week 38:00
  • Petty Cash Transactions - Week 49:04

    Practice petty cash bookkeeping in Xero by entering June transactions, creating contacts, coding items to office supplies and stationery, and reconciling a 109.56 bank-to-petty-cash transfer.

  • Report on Cash Payments and Receipts1:22
  • Writing off a Bad Debt - Print Customer Statement2:17
  • Write off Bad Debts In Xero4:53
  • Reconciling the Credit Card Statement4:59
  • Bank Statement Reconciliation With Import Technique13:44
  • Bank Statement Closing Balances2:24
  • Reconcile the Petty Cash Account3:04
  • Wages and Salaries7:03
  • Post the Wages Journal5:45
  • Report Wages Journal1:30
  • Pay Wages Journal Authority Liabilities7:41
  • Thankyou0:29
  • Bonus Section0:55

Requirements

  • Access to Xero's demo company and Eagerness to Learn

Description

This course takes you from beginners level and gives enough knowledge so you feel comfort while using Xero , this training program is ideal for Freelancers , who want to learn how Bookkeeping , accounting and payroll work is performed on clients projects practically


About This Training

This Xero Cloud Accounting Training Comes with scenario-based activities covering in practical assignments. This course covers essential accounting skills and you will get a certificate upon completion.


Once you have completed your Xero Cloud Accounting Training Course, you will have access to additional courses designed for you to continue your study journey and gain new skills everyday


What will you learn?

In just a few hours, our course goes beyond the basics of accounting and teaches you how to use Xero as an accountant.

After completing this Xero certificate Course you will be able to:


  • Setup a Xero Trial Account

  • Adding VAT info to the settings

  • Adding Reports to tabs and Favourites

  • Editing and Adding Chart of Accounts

  • Opening Balances and Report Extraction in Xero

  • Creating and Amending Nominal Ledgers

  • Entering Customers and Vendors

  • Entering Invoices

  • How to Delete or void Draft or permanent Invoices

  • Default Tax Inclusive Settings for Invoices

  • Entering Credit and Debit Notes in Xero

  • Aged Debtors Report

  • Adjusting Inventory Configurations

  • Dealing With Customer Payments and Supplier Payments

  • Bank Receipt and Payments

  • Post Sundry Payments and Payments Via Credit Card

  • Handling Pettycash Transactions

  • Writing off a Bad Debt - Print Customer Statement

  • Reconciling the Credit Card Statement

  • Bank Statement Reconciliation With Import Technique

  • Dealing with Payroll -Wages and Salaries



What is the course structure?


The course starts by showing you how to get started with Xero by registering with a fake Australian company.

For the remainder of the course, we'll be using the fake company and Xero's built-in demo company to complete each lesson.

This means you can put everything you learn into practice as we progress through the course.

Learn about accounts and orders, quotes and invoices, expenses, reporting, fixed assets, inventory, projects, banking, and more.


What will I learn in this course?


First we register with Xero Cloud Accounting Online Login Portal and open a Xero file in the name of a Sample company.


Using a Sample company, we will go through the initial settings that you need to adjust such as: B. GST tax rate, users, email settings and more.


Then we'll make time for contacts, chart of accounts, and tracking categories if you want to set it up from scratch.


We then turned to a demo company and spent a few hours learning how to set up and manage:


  • invoices and sales

  • Accounts and Purchases

  • bank account

  • Products and services (stock)

  • Capital assets


Then we get to Xero's payroll section and how you can pay your employees without having to use a separate payroll system. You will learn many things, e.g. B. how to add employees and pay salaries directly from Xero.



Who this course is for:

  • Anybody wanting to learn Xero
  • Small business Owners wanting to do their own accounts in Xero
  • Bookkeepers who want to quickly become familiar with Xero