Xero Bookkeeping Basic Training
Join Xero Bookkeeping Training: Gain essential skills for efficient cloud accounting course.
What sets us apart
500+
Businesses trained
10+
Years of training
30+
Courses Available
Innovative Training for Modern Businesses
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
- Access the Xero Demo Company
- Understanding the Xero Dashboard
- Understanding the Xero Menus, Icons & Tabs
- Understanding Xero Files
- Uploading a File to the Inbox
- Understanding Xero notification
- Emailing a File to the Inbox
- Creating a Folder
- Add a Tax Rate
- View, edit and Create an Email Template
- Send a Xero Network Invite (Xero to Xero)
- Understanding Add-ons
Sales & Receivable Management
- Raising sales quotes in Xero
- Creating sales invoices in Xero
- Emailing an invoice to the customers
- Editing Sales invoices in Xero
- Creating sales credit notes
- Sales credit notes allocation against invoices
- Customer refund reconciliation
- Customer Activity Reports
- Aged Debtors Reports
- Xero Invoice reminder overview
Purchase & Payable Management
- Create suppliers bills in Xero
- Editing supplier bills in Xero
- Attaching files to Bills
- Create supplier credit notes in Xero
- Supplier Credit notes allocation against bills
- Supplier Activity Reports
- Aged Creditors Analysis
- Overview of email bills to Xero
- Recording bills from the draft.
- Supplier Activity Reports
- Aged Creditors Analysis
- Copying, Voiding and Importing a Bills
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
- Recording petty Cash Payment
- Publish petty cash month end reconciliation reports.
VAT Returns & Reports
- VAT Return preparation
- Review VAT Return by tax rates
- VAT Adjustments in MTD VAT Returns
- Submit VAT Return to HMRC through online
- Understanding the Xero Reports
- Create Monthly Profit and Loss Reports
- Create Monthly Balance Sheet Reports
- Create Monthly Management Reports
- Publish Monthly Management Reports
Study Method
Online Live
Online live training via Zoom is available for participants from anywhere in the world.
Classroom
Classroom training is available across the UK
Onsite
Onsite training is available at your premises. We can travel anywhere in the world
1 to 1
One-to-one training sessions are available with our certified Xero advisor
Group
Group training is available both at your premises and online live via zoom.
Course Details
- Live online |Classroom | Onsite |1 to 1
-
10:00am – 4:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (evening)
£450 (Classroom)
- 6 hours approx
- Tuesday – Saturday Every week
