Xero Basic Training

Xero Bookkeeping Basic Training

Join Xero Bookkeeping Training: Gain essential skills for efficient cloud accounting course.

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12+

Years Experience

600+

Training Provided

30+

Courses Avilable

Xero Accounting Basic Training

At Cloud Accounting , we are proud to offer comprehensive Xero Accounting Basic Training for businesses and individuals. Our training program is designed to help you efficiently manage your finances and streamline your accounting processes using Xero. Whether you’re just starting out or transitioning from another accounting platform, our training will equip you with the skills and confidence needed to make the most out of Xero. At Cloud Accounting Ltd, we’ve made it our mission to demystify the world of business finances. Our training isn’t just about teaching you to use software. It’s about empowering you to take control of your business finances. Whether you’re looking to save time, reduce stress, or simply gain a better grasp on your business finances, our Xero training is the key to unlocking those goals. Our team of friendly experts is here to support you every step of the way, answering your questions and cheering on your progress.

What will I learn from this course?

Xero Initial Setup

Create a new organization in Xero
Organisation Details update in Xero
Organization Financial Settings update in Xero
Setting up the charts of Accounts (the key income, expenses, assets, liability and equity)
Setting up Bank and Petty Cash Account in Xero
Setting up business branding on the invoice
Adding Bank details on the Invoice
Overview of Xero Contacts
Adding Customers, Suppliers & Employees details in Xero Contacts
Adding Group in Contacts & Connect email to Contact
Editing, Arching and restoring a contact.

Xero Introduction

Sales & Receivable Management

Purchase & Payable Management

Bank and Petty Cash Reconciliation

Understanding Bank Reconciliation in Xero
The Reconciliation Screen
Reconcile Bank Accounts
Part Payments, Batch Payment reconciliation
Matching sales and purchase invoices against Bank Transaction
Overview of discuss tab
Transfer between Bank Accounts
Creating spend and receive money transaction
Publish Month end Reconciliation reports
Recording Bank charges against sales invoices
Publish petty cash month end reconciliation reports.

VAT Returns & Reports

Study Method

Online Live

Live online training via Zoom, available for participants worldwide.

Classroom

Classroom-based training delivered at locations across the UK.

Onsite

Onsite training available at your premises, anywhere in the world.

1 to 1

Personalised one-to-one training with a certified Xero advisor.

Group

Group training sessions available onsite or live online via Zoom.

Who is it for?

Business Owners

Xero Learners

Job Seekers

Accountants & Bookkeepers

Cloud Accounting Students

Course Details

£350 (Online Live Via Zoom)

£450 (Classroom)

After the Course we Provide:

Certification of Completion

Comprehensive Training Manuals

One Month Of Free Email Support

Want to know more about our Xero Training?

We offer flexible options—live online, onsite, classroom, or one-to-one—tailored to your needs. Whether you’re a beginner or advanced user, our certified trainers provide practical, hands-on guidance. Contact us today to find the right training solution for you or your team.

Book a Discovery Call

Our other Xero Training Courses

Our other Xero training courses cover a range of topics to support different business needs. Whether you’re looking to improve your understanding of invoicing, bank reconciliation, reporting, or advanced features, we have specialized courses to help you make the most of Xero. These sessions are designed for users at all levels and can be tailored to suit your specific goals and industry requirements.