Xero Practical Accounting Training or Practical Xero Training

Master Xero Practical Accounting Training to streamline your business finances. Learn essential features for real-world financial success with our practical xero training. Join today!

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12+

Years Experience

600+

Training Provided

30+

Courses Avilable

Xero PracticalAccounting & Bookkeeping Training

Ready to take your Xero skills to the next level? At Cloud Accounting, our Xero Practical Accounting Training is designed for professionals and business owners seeking hands-on expertise. This practical xero training course combines essential theory with real-world application, covering core tasks like managing sales, purchases, VAT returns, and bank reconciliations, as well as advanced topics such as payroll, fixed assets, accruals, and management reporting.

Led by experienced accountants who use Xero daily, our practical xero training ensures you gain relevant, practical skills to apply immediately in your career or business. Whether you’re an accountant looking to sharpen your skills or a business owner aiming to improve financial oversight, our course equips you with the tools and confidence to succeed.

What will I learn from this practical xero training?

Xero Initial Setup

Create a new organization in Xero
Organisation Details update in Xero
Organization Financial Settings update in Xero
Understanding Chart of Accounts
Adding charts of accounts in Xero
Editing, Deleting, Archiving and Restoring an Account
Understanding Bank Accounts & Bank Feeds
Adding Bank Account, Credit Card & petty cash account
Importing a Bank Statement
Setting up business branding on the invoice
Adding Bank details on the Invoice
Adding a payment service on the Invoice
Adding, Editing and Removing a User

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
Understanding Email Settings
View, edit and Create an Email Template
Send a Xero Network Invite (Xero to Xero)
Understanding Add-ons

Xero Contacts & Conversion Balance

Overview of Xero Contacts
New customers account setup
Customer Credit limits setting
New Suppliers account setup
Adding Employees in Xero Contacts
Adding Group in Contacts
Connect email to Contact
Editing, Arching and restoring a contact.
Understanding Conversion Balances
Understanding the Conversion Date
Setting the Conversion Date
Entering Conversion Balances
Entering Comparative Balances

Sales Ledger & Quotes

Creating sales invoices in Xero
Attaching Files to Invoice
Editing, Copying and Voiding an Invoice
Emailing and Printing an Invoice
Recording a Payment
Sending Receipts
Searching Invoices
Understanding Repeating Invoices
Creating a Repeating Invoice
Understanding Credit Notes
Creating and allocating Credit Notes
Understanding Statements
Sending a Statement
Batch Deposits
Customer refund reconciliation
Xero Invoice reminder overview
Customer Activity Reports
Aged Debtors Reports
Understanding Quotes
Creating a Quote
Sending, Printing and Deleting a Quote
Accepting or Declining a Quote
Copying Quotes

Purchases & Purchase Orders

Recording and coding purchase invoices
Entering Purchase credit notes
Purchase credit notes allocation
Editing purchase bills in Xero
Coping, Voiding and Importing Bills
Understanding repeating bills
Creating a repeating bill
Overview of email bills to Xero
Recording bills from the draft.
Recording a payment
Preparation of remittance advice notes
Sending remittance advice to suppliers
Understanding and creating a batch payment
Supplier Activity Reports
Aged Creditors Analysis
Understanding Purchase Orders
Creating a Purchase Order
Editing or Deleting a Purchase Order
Sending or Printing a Purchase Order
Marking a Purchase Order as Billed
Copying a Purchase Order

Bank and Petty Cash Reconciliation

Understanding Bank Reconciliation in Xero
The Reconciliation Screen
Reconcile Bank Accounts
Cash coding
Bank Statements (Tab)
Account Transaction ( Tab)
Part Payments, Minor adjustment & 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
Recording Bank charges against sales invoices
Editing Bank transactions
Publish Month end Reconciliation reports
Overview of auto suggestion
Archiving a Bank Account
Restoring a Bank Account
Understanding Bank Rules
Creating & Editing a Bank rules
Recording petty Cash Payment
Manually reconcile petty cash payment

Fixed Assets & Expense Claims

Understanding Fixed Assets
Fixed Asset Start Date
Creating a Fixed Asset
Importing Fixed Assets
Understanding Depreciation
Running Depreciation
Rolling Back Depreciation
Selling And Disposing of Assets
Selling a Fixed Asset
Understanding Expense Claims
Creating an Expense Claim
Editing and Viewing Expense Claims
Submitting an Expense Claim
Approving and declining an Expense Claim
Paying an Expense Claim
Searching for Previous Claims

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
Cash accounting scheme for VAT
Flat rate VAT Scheme VAT return.
Understanding the Xero Reports
Adding a summary and footnote
Publish and export a reports
Understanding reports layout options
Create Monthly Profit and Loss Reports
Create Monthly Balance Sheet Reports
Trial Balance Reports
Create Monthly Management reports
Publish Monthly Management Accounts

Inventory & Xero Advanced Units

Understanding Inventory
Inventory Input Fields
Creating an Inventory Item (Untracked)
Creating an Inventory Item (tracked)
Editing an Inventory Item
Opening Balances (Tracked Items)
Exporting Inventory Items
Importing Inventory Items
Posting wages, pension and PAYE journals
Overview of find and recode
Overview of budget
Creating, importing and exporting a budget
Recording prepayment and overpayment transactions
Recording accrual transactions in Xero
Contra trade debtors and creditors

Xero Payroll Introduction

Set up the organization

Set up employees

Process and Adjust pay runs

Day-to-day operations

Reporting, reconciling and payment

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

Practical Xero Training Details

£1400 (Online Live Via Zoom)

£1600 (Classroom)

After the Course we Provide:

Certification of Completion

Comprehensive Training Manuals

One Month Of Free Email Support

Want to know more about our Practical 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 practical xero 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.