What will you learn

Skills and knowledge you will gain after completing this course:

  • Confidently sign up your business to Xero UK and expertly configure its initial settings.

  • Master Xero's powerful payroll system to pay your employees accurately and efficiently.

  • Quickly get started with creating and managing invoices, bills, bank accounts, and fixed assets.

  • Set up users, define VAT tax rates, manage Charts of Accounts, and configure other crucial financial settings.

  • Prepare and submit accurate VAT returns to HMRC directly through Xero.

  • Post essential adjustments to accounts and produce comprehensive month-end financial reports with ease.

Course curriculum

    1. Introduction – Xero UK for Beginners

    1. Introduction – Getting Started

    2. Signing up to Xero

    3. Quick Tour of Xero

    4. Initial Xero Settings

    5. Chart of Accounts

    6. Adding a Bank Account

    7. Demo Company

    8. Tracking Categories

    9. Contacts

    1. Introduction – Invoices and Sales

    2. Sales Screens

    3. Invoice Settings

    4. Creating an Invoice

    5. Repeating Invoices

    6. Quotes Settings

    7. Credit Notes

    8. Creating Quotes

    9. Other Invoicing Tasks

    10. Sending Statements

    11. Sales Reporting

    1. Introduction – Bills and Purchases

    2. Purchases Screens

    3. Bill Settings

    4. Creating a Bill

    5. Repeating Bills

    6. Credit Notes – Billing and Purchases

    7. Purchase Order Settings

    8. Purchase Orders

    9. Batch Payments

    10. Other Billing Tasks

    11. Sending Remittances

    12. Purchases Reporting

    1. Introduction – Bank Accounts

    2. Bank Accounts Screens

    3. Automatic Matching

    4. Reconciling Invoices

    5. Reconciling Bills

    6. Reconciling Spend Money

    7. Reconciling Receive Money

    8. Find and Match

    9. Bank Rules

    10. Cash Coding

    11. Remove and Redo vs Unreconcile

    12. Uploading Bank Transactions

    13. Automatic Bank Feeds

    1. Introduction – Products and Services

    2. Products and Services Screen

    3. Adding Services

    4. Adding Untracked Products

    5. Adding Tracked Products

About this course

  • £55.00
  • 68 lessons
  • 6 hours of video content

Did you know ?

Xero boasts over 3.95 million subscribers worldwide? Mastering Xero puts you at the forefront of modern accounting, making your skills highly sought after in today's digital economy.

You'll learn from

Course Instructor Mark Cunningham

Hi I'm Mark and I'm excited to be your instructor! During my career as a qualified accountant I have been told many times that I am good at explaining things. I believe this is because I enjoy breaking down big problems into small parts and teaching people from the ground up. I know from experience that it is always best to teach the basics first. Once my students have a solid foundation to build on, I can move on to the harder lessons. I love watching my students go from complete novices to experts who can confidently use their new skills in real life. I also know from experience that students learn better when they actively follow tutorials or complete practical tests at the end of each lesson. There is no better way to learn than by doing. My courses have been designed along those principles to give you the best chance possible of becoming a subject expert. I hope my courses help you learn what you need to know to reach your full potential. Happy learning!

Course FAQ

Your Xero Accounting and Bookkeeping course related questioins answered.

  • What is Xero, and why is it so important for businesses today?

    Xero is leading cloud-based accounting software that simplifies financial management for businesses of all sizes. In today's digital world, mastering Xero is crucial because it enables real-time financial tracking, automates tedious tasks, streamlines collaboration with accountants, and ensures compliance, saving businesses time and money. It's the future of efficient financial operations!

  • I'm completely new to accounting and bookkeeping. Is this course suitable for me?

    Absolutely! This course is designed to take you from beginner to confident Xero user. We start with the fundamentals, guiding you step-by-step through every feature. Whether you're an aspiring bookkeeper, a small business owner, or looking to boost your career, our modules are structured for clear understanding and practical application.

  • Will I be able to handle VAT returns to HMRC after completing this course?

    Yes, definitely! A dedicated module focuses specifically on VAT returns within Xero, teaching you how to prepare, review, and submit them correctly to HMRC. You'll gain the confidence to manage this critical aspect of business compliance.

  • Is Xero only for large companies, or can small businesses benefit too?

    Xero is incredibly versatile and is particularly popular among small and medium-sized businesses (SMBs) due to its user-friendly interface and robust features. This course focuses on practical applications relevant to businesses of all sizes, especially those operating in the UK.

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