From Xero to Hero - Mastering Cloud Accounting

Learn all the basics of Xero Accounting in no time at all to master your business' productivity
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660 students enrolled
Instructed by Dan Fairbairn Business / Finance
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  • Lectures 23
  • Length 2 hours
  • Skill Level Intermediate Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 8/2013 English

Course Description

This courses features nearly 30 full lectures of information, along with slides to take away and quizzes for quick learning. Designed by a small business owner, with years of experience implementing accounting into businesses, this course is designed to give users of Xero a fantastic overview of the system and a springboard to use the system efficiently within their own business.

As questions come in from students on some of the more common stumbling blocks we will continue to add lectures to answers these for the benefit of all. I have also included as a bonus some training on Microsoft Excel and the use of it for reporting purposes and creating customised dashboards.

What are the requirements?

  • Xero Build (available free of charge)
  • Willingness to learn
  • NO accounting knowledge required, although it could be useful

What am I going to get from this course?

  • In this course, you will be given a complete overview of every area of Xero, so that you can operate it day to day within your own business

Who is the target audience?

  • Users Of Xero
  • People Interested in Moving to Xero

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction
A brief introduction into this course and what will be covered
For those who are not aware, what is Xero and what advantages can it give your business...?
How to handle questions and queries as you run through this course.
A background on myself and my history before teaching this course.
Section 2: 'My Xero' Dashboard
Company Overviews

  • View your company/s
  • Profile Settings
  • Personal Finance
  • Demo Company

Section 3: Settings and Help
  • General Overview of Settings
  • User Setup
  • Payroll Settings
  • Favourites
  • Chart Of Accounts
Settings Quiz
4 questions
  • Help File
  • Use Question Mark Bubbles
  • Using and Removing Green Getting Started Help
Section 4: 'Your Company' Dashboard
  • Bank Accounts
  • Company Overview
  • Accounts Watchlist
  • Money Coming In
  • Money Going Out
  • Expense Claims
So Far So Good...!
Section 5: Accounts
  • Accounts and Bank Accounts
  • Statements
  • Reconciliation
  • Invoicing
  • Recurring and Credit Notes
  • Bills
  • Recurring Bills and Credit Notes
Accounts Quiz
4 questions
Section 6: Payroll
Employees and Setup
Timesheets and Pay Runs
Section 7: Reports and Adviser
Reports, Favourites and Publishing
  • General Overview
  • Management Reports
  • Activity Statement
Section 8: Contacts
  • All Contacts
  • Contact Groups
  • Customers
  • Suppliers
Contacts Quiz
3 questions
Section 9: Summary
Review and Thanks
Section 10: Bonus Material - Microsoft Excel Tools For Xero

A basic introduction to the tool for Microsoft Excel and how they can be used to produce detailed reports and dashboard on your business.


Some inital training in Excel to understanding the basics of navigation, design and data manipulation.

Section 11: Bonus Material - Microsoft Outlook Tools for Xero

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Instructor Biography

Dan Fairbairn, Business Owner and established Project Manager and Planner

A highly driven business, support and project manager with experience gained across a range of both geographic and business cultures. To date I have worked in industry in both the UK and Australia, managing multi-cultural teams, and also with key stakeholders in New Zealand and the USA. Business experience combined with the area of degree study means I possess a wide understanding of business planning and change management, as well as day-to-day operations, sales and business support.

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