Xero Practical Accounting & Bookkeeping Training
Master Xero Practical Accounting & Bookkeeping Training to streamline your business finances. Learn essential features for real-world financial success.
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Xero Practical Accounting & Bookkeeping Training
Are you ready to elevate your accounting expertise and gain confidence in using Xero Accounting Software? At Cloud Accounting, our Xero Practical Training offers a transformative learning experience designed for professionals looking to excel in their careers and optimize business operations.
Xero Practical Training course as a transformative learning opportunity for professionals seeking to enhance their accounting skills. It emphasizes the practical and theoretical aspects of the training, highlights the expertise of the instructors, and outlines the benefits for participants, including career advancement and practical application of skills.
Our training program is meticulously crafted to provide a comprehensive understanding of Xero’s functionalities. Through a blend of theoretical insights and practical hands-on sessions, you will delve into essential accounting tasks such as managing sales, purchases, VAT Returns, and bank reconciliation. You’ll also tackle advanced topics including Payroll management, fixed asset tracking, accruals, prepayments, and robust management reporting techniques.
Led by seasoned industry experts who utilize Xero daily, our training ensures you receive expert guidance every step of the way. Whether you’re a seasoned accountant or a business owner seeking to enhance financial management skills, our instructors are committed to equipping you with practical skills that directly apply to real-world scenarios.
How It Works?
Sign Up
Create an account with basic info
Select Course
Browse courses and pick one that fits your goals and interests
Start Learning
Access course materials and Learn at your own pace
Get Certificate
Complete the course to earn a verifiable certificate of achievement
Course Details
- Live online |Classroom | Onsite |1 to 1
-
10:00am – 4:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (evening)
£1400 (Online Live Via Zoom)
£1600 (Classroom)
- 24 hours approx
- Tuesday – Saturday Every week
What will I learn from this course?
- 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
- 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
- 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
- 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
- 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
- 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
- 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 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
- 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
- Understanding Tax Codes in Xero
- National Insurance Contribution
- Student loan deduction
- HMRC Settings
- Employee Setup Checklist
- Employer Setup Checklist
- Preparing Xero for payroll
- Set up the organization
- Holidays, pay items and opening balances
- Set up a workplace pension
- Employees details
- Time off and payment methods
- Pay temples opening balances
- Import multiple employees into Xero Payroll
- Process and revert pay runs
- Auto-enrolment assessment
- opt employees in and out of pension scheme
- Other pay runs
- RTI submissions
- Adjustments to pay
- Adjustments to pension
- My Payroll and Xero Me
- Timesheets
- Holidays
- Statutory leave
- Process a leaver
- Pension fillings
- Making payments
- Management reports
- Reconciling payroll accounts
- Year-end procedure
- Earlier year update
Study Method
Online Live
Online live training via Zoom is available for participants from anywhere in the world.
Classroom
Classroom training is available in London, Surrey & Berkshire every week
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.
Who is it for?
