1b Xero Online Beginners Training Course (End of Month Balancing)

  • 5 CPD Points for bookkeepers & accountants
  •  business case studies
  • Bank Reconciliation & Coding
  • Dozens of explanation video tutorials about these case studies
  • 1 downloadable training manuals in PDF format
  • Dozens of practical exercises
  • 12 months online course support
  • SMS, Chat, Email and Phone Support
  • Accounting Tutor support included as standard
  • Industry Accredited Xero Accounting Training Course
  • Career Academy Job Seeker Training Program
  • Enrol today, start today

Estimated Course Duration: 5 hours

Available for $25 per week

Start a Business

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Xero Online Bank Rec, Month End & Journal Entries Training Course

Bank feeds enable business owners to speed up the process of reconciling their bank statement/s to their accounting software. This course goes through typical end-of-month tasks, transactions and reconciliations. It shows you how to correct transaction entries.

Explore a bank statement and enter data for that period as well as the direct debit transactions. Explore ad hoc payments for director wages, capital purchase of a vehicle and depreciation of that vehicle, plus alternatives like leasing or second hand car purchase under $20,000. You’ll perform a bank reconciliation that doesn’t balance and then go through the entries to sort out the issues and mis-typing that happens in most businesses.

  • Entering and coding direct debits
  • Interest payments and charges
  • Coding capital purchases
  • Understanding depreciation
  • International credit card payments and charges
  • Basic payroll entries for micro businesses
  • Loans to and from the company
  • Experience a bank rec which doesn’t balance
  • Rectify entries to complete the bank reconciliation

Course Duration: 3 hours

Xero Online Training Workbook Scenario

In the Xero Online Bank Reconciliation and Journal Entry scenario we profile a small business owner just starting out. This business owner lends the company money for cashflow, buys a car that needs to be depreciated, spends money on advertising and marketing to build awareness, makes some small sales and pays themselves a wage on an ad hoc basis depending on their bank balance. (Note: paying yourself from day one is vitally important — you would be paid as an employee for any work you do!)

The purpose of this workbook is to take students through common entries that occur on a one-off basis and that are not normally part of the quoting, invoicing and payment entries that occur in the Xero Online Daily Transactions Course.

Bank Reconciliation — Loan Account

Loans from the business to owners and directors requires it’s own compliance checks, but in this section of the course we’ll include the transactions and code you need to enter to keep a record of funds loaned to the business, including:

  • creating a loan account,
  • transferring loan funds,
  • transaction details and accounts payable,
  • setting up accounts payable,
  • linked accounts and
  • editing or deleting a transaction entry.

Bank Reconciliation — Entering Transactions

This course contains a bank statement where you’ll need to enter and code the transactions then run a bank reconciliation to discover that there are omissions and errors that you’ll need to fix – you’ll get to see what this looks like and then edit and enter the correct transactions and complete the reconciliation.

  • Creating customer cards, 
  • creating inventory items, 
  • entering a sale and payment, 
  • spending money, 
  • receiving money from a client 
  • reconciling your cheque account to your bank statement.

Bank Reconciliation – International Credit Card Payments

Often the service in overseas countries is cheaper or better or there simply isn’t an available comparative product in Australia so we pay for overseas services. When we do this we don’t pay GST and we incur credit card charges. You’ll learn how to manage

  • journal entries,
  • GST and tax coding and
  • reconciling.

Handling Basic Payroll Transactions

If you are a small business you may pay yourself, your partners or even casual workers adhoc amounts each week or month. These transactions need to capture the right codes and also be included in your bank reconciliations. As long the correct amount of tax is paid and the employers’ obligations are met then the business owner is doing everything right. We’ll show you how some small companies manage these transactions.

Purchasing Assets – Company Vehicle

There will be times when larger equipment is purchased and it’s paid for from your operating cash flow. In this situation the asset isn’t written off as an immediate expense but depreciated every year for a certain number of years. You’ll learn how to code this type of transaction correctly.

The skills taught in the Certificate in Xero Beginners Course are used in most office admin and accounts support job and includes data entry to

  • payments,
  • expenses.
  • transaction coding,
  • chart of accounts
  • bank feeds, and
  • bank reconciliation

Training resources include

  • Training manuals (in PDF format) that you can download and keep,
  • Practical scenarios and case studies, and
  • Video tutorials that are short and to the point.
Frequent questions like how long does it take, when can I start etc are all answered at our:

  1. How long will it take me to complete the course? see summary section
  2. When can I start? Same business day
  3. How long can I access the training courses? 12 months
  4. Do I get a certificate? YES
  5. How does assessment work? Online Test
  6. How do I get my certificate? Full Colour PDF


Xero Integrations make it powerful accounting software for small business - National Bookkeeping Career AcademyThe Certificate in Xero Beginners Training Course will introduce you to the hundreds of Integrations that connect with Xero and make it even more powerful to manage the operations of most different business types and industries. Understand why Xero is so powerful and how it can improve other parts of the businesses where you work. 

* Offer is available for a limited time and may end at any time

Start-a-micro-business-working-remotely-from-home-in-accounting-freelance-writing-social-media-marketing-virtual-assistant-Career-Academy-Training-Short-Courses-25-per-weekIf you want to learn more than just the Xero Beginners Certificate and even enrol into a package where you learn other programs like MYOB please inquire using the form below as we have:

  • Package discounts,
  • Volume Pricing,
  • Help starting your own business, and
  • $25 per week interest free payment plans

Junior Level 1 good local bookkeeper for cheap bookkeeping and office admin - NatbooksSPECIAL OFFER*

When you enrol into the Xero Beginners Training Course and successfully complete the course and achieve your certificate you’ll be eligible to join our bookkeeper talent pool for FREE and get national exposure to work remotely from home. 

* Offer is available for a limited time and may end at any time


Start a Business

What are your circumstances and your goals. We'll customise a training solution to suit you.

  • This field is for validation purposes and should be left unchanged.

Additional information

Who is the Course for?

The Xero Beginners Certificate short course is designed for student who want to expand their knowledge of Xero online accounting software. This short course is designed so that both experienced bookkeepers and those completely new to accounting will easily understand and practice.

Small business owners will learn how to perform most of the common daily and weekly tasks themselves, saving the cost of hiring a professional bookkeeper or BAS Agent. If they decide to hire a professional they become a better manager or supervisor.

Professional office staff and bookkeepers will benefit by upskilling to becoming more valuable team members.

Bookkeeper Talent Pool

After successful completion of the course you can have your details entered into our bookkeeper talent pool for local awareness marketing. Local businesses will be able to discover you when looking for a local bookkeeper, office admin or accounts person

Xero Integrations

Learn about the hundreds of integrations which connect with Xero to massively increase the power of your accounting software. Knowledge of these integrations and their purposes will increase your confidence in using the software and understanding how it can be used to improve the accounting and operations of a business.