Xero Training Courses

xero logoXero Beginners’ to Advanced Certificate Training Courses

Choose from our range of Xero online training courses suited for all skills levels from beginners’ to advanced Certificate Xero Accounting & Advanced Payroll Training Courses.

Xero is a leading accounting software program, used by a growing number of small to medium businesses and our bookkeepers, BAS Agents and Accounting Tutors love it because it enables you to get your accounts done remotely by great bookkeepers.

 

 

Student Loans for all Accounting Software Training Courses for $25 per week

National Bookkeeping Accounting Training Courses in Xero, MYOB, QuickBooks for Accounting Jobs $25 per weekAll Australian students are now eligible for no interest student loans for Beginners to Advanced Online Training Courses in

  • Xero,
  • QuickBooks Online, and
  • MYOB Accounting software.

All you need to do is choose the package you want, pay the small deposit and you’re off and away taking your first steps to career or business success.

Learn more about our course financing options: Student and Business Startup Lending

 

 

Xero Training Course Packages & Pricing

Xero Beginner Essentials or Advanced Certificate online training courses Prices

You can do our Xero online training courses individually, or you can choose one of our Xero Training Course Package Options.

Not sure which one to choose?

 

Junior Bookkeeping & Office Administration Roles

If you are looking to train one of your staff at “junior” accounts level for Accounts Receivable and Payable; Credit Management and possibly End of Month Bank Reconciliations, we would suggest choosing the

Bookkeeping STANDARD Package>

 

Accounting Administration, Accounting Manager or Payroll Administration Roles

If you are looking for “advanced” Xero Training including GST, Payroll, Superannuation and Reporting, choose the

Bookkeeping PLUS Package>

 

Become a Xero Guru and Accounting Tutor

If you’re looking for Cashflow Management, Return on Investment and more advanced features to give yourself a great understanding of your financial position every week, then choose the 

Bookkeeping PRO Package>

 

Compare the features and inclusions with each course and the Course Package Pricing.

Bookkeeping Training Course Packages

 

Below, you can read about what our Xero online training courses cover in even more detail.

 

 

 

Beginners to Advanced
Xero Training & Support
included with Learn Express

Learn Express - Cheap Beginners to Advanced Xero Training OnlineThe cheapest way to get access to a whole lot of content on everything Xero-related is with our latest feature, Learn Express.

Learn Express is membership to a training resource whereby you can access all skills level of Xero via an online video tutorial format.

Plus if you need help with something that’s not included in the library, we’ll create it for you!

Beginners’ to Advanced Xero Training from $99 pa!

Learn more about Learn Express

See How Learn Express Works

 

Xero Accounting Tutors

Want more personalised support with your Xero Training Course? Choose a course option which includes accounting tutor support and get the attention you deserve.

Xero Accounting Tutors>

 


Remember: When you sign up for one-to-one training, either remotely, or face to face, you will receive, as an added bonus, FREE access to ONE of the following Xero training courses.


 

Xero Training Course Outline Summaries

Xero Setup Course

Our Xero Setup Course is an online training course, taught through videos and a workbook, using real business scenarios, that will equip you with the knowledge to become a bookkeeper; helping you understand the most important aspects of bookkeeping, as well as the financial and accounting aspects of what small business owners need to manage, including:

  • Charts of Accounts
  • Tax Codes
  • Cash vs Accrual Accounting Methods
  • Debits-Credits-Income-Expenses
  • An introduction to Credit Control 

Following this, you’ll learn how to use the software in the actual management of a business, including:

  • Introduction to navigating the Xero Accounting Software
  • How to access and use the Free Software Trial
  • Setting up the Organisational Settings
  • Financial Settings
  • Invoice Settings and Users
  • Chart of Accounts
  • Account Balances
  • Default Invoice Settings and Email Settings
  • The Dashboard Watch List and How to Add a New Contact
  • Adding Multiple Bank/Credit Card Accounts
  • Adding PayPal Accounts to Receive Credit Card Payments
  • How to Manage Bank Accounts from the Dashboard

 

♦ Get the FREE Xero Setup Course Training Workbook

 Find out more about combining your online training course with face-to-face, or remote one-to-one training, with an industry professional

 Enrol Now


 

Xero Beginners’ Certificate Training Course

how to find a good local bookkeeper learn myob xero online accounting training courseIn our Xero Beginners Essentials Certificate Course you’ll discover the different dashboards for various parts of the Xero software.

You will learn your way around the main screen dashboard, as well as your Sales and Purchases Dashboards.

Learn:

  • how to send or issue invoices to one customer or many customers at the one time, to save a repeating invoice and much much more
  • how to work with credit notes: these could not be simpler when using Xero; you won’t get confused with them and they take seconds to generate, just like a sales invoice
  • how to manage payables which happens at the purchase dashboard. Schedule payments, create bulk payments and ABA files, send suppliers a remittance, as well as process employee expense claims

Our Xero Beginner Essentials Course also includes training on:

  • Entering Sales Invoices and Receiving Customer Payments
  • Entering Supplier Invoices and Entering Supplier Payments 
  • Transferring Money Between Accounts
  • Adding New Contacts 
  • Edit existing Contacts and Coping with Duplicate Contacts
  • Navigating the Sales Dashboard
  • Entering Credit Note and Allocating them to Invoices
  • Emailing or Printing Invoices
  • Entering a New Purchase Order
  • Sending a Purchase Order
  • Deleting Invoices
  • Voiding Invoices, Voiding Invoices when payments are applied
  • Internal Bank Transfers
  • Handling Overpayments
  • Processing Contra Deals
  • Creating a Quote in Xero
  • introduction to Reports
  • Balance Sheet (Assets and Liabilities)
  • Profit and Loss (Income and Expenses)
  • Reporting for Fixed Assets

 

 Watch some free Video Tutorials from the Xero Daily Transactions Course

 Enrol Now

Xero Beginners’ Certificate Training Course includes

  • Journal Entries,
  • Bank Reconciliation &
  • End of Month Reporting

Once you’ve mastered the data entry and credit management aspects of using Xero you’ll explore a sample bank statement and enter data for that period as well as the direct debit transactions that aren’t entered as part of the Daily Transactions.

You’ll understand how to code ad hoc payments for director wages, capital purchase of a vehicle and depreciation of that vehicle.

You’ll use the figures to explore alternatives ways of buying a vehicle for the business like leasing or a secondhand 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 miss-typing that tends to happen in almost every business.

Learn:

  • 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 process

 

 Get the FREE Xero Setup Course Training Workbook

 Enrol Now


 

Xero Advanced Certificate Training Course

  • GST,
  • Monthly Reporting &
  • End of Quarter BAS training

In the Xero GST, Reporting and BAS Course, learn about the transactions that can make GST and BAS reporting tricky; including purchases which are GST-free, those which have partial GST, or international payments. Also learn about transactions with varying GST percentages and how you can use a spreadsheet to calculate your PAYG & Super obligations and then just code them into your Xero software.

The following topics are included in this course:

  • GST treatment for capital purchases (a vehicle)
  • How different costs of running a vehicle are treated
  • When FBT applies to expenses like entertainment
  • Introduction to Payroll & how wages are treated in the BAS
  • Financial settings with regard to the GST registration (Cash vs Accrual and quarterly vs monthly)
  • Run a BAS report, which is combined with our specially-designed “Ad Hoc Payroll” Excel spreadsheet case study calculations in order to work out the final liability
  • See the financial results of the business owners ‘change of strategy’ and focus
  • See what these results look like at the end of the quarter, as well as month-by-month comparisons of Profit and Loss and Balance Sheet reports
  • How the business owner can use the information in the reports to change the direction of the business
  • Configure software to obtain even better reports at the end of the next quarterly reporting period

 

Xero Advanced Certificate Training Course

  • Cashflow,
  • Budgets,
  • Forecasts & Strategy

Our Xero Cashflow, Budgets, Forecasts and Strategy Course features an ongoing case study, involving real-life scenarios to make learning fun and relevant. In this case study, you’ll join the journey of a business owner, perhaps just like you, experiencing a major change in the services they are providing.

In terms of using the software, you will learn to:

  • Import the bank transactions
  • Manage the many and varied transactions
  • Purchase a commercial building
  • Account for a commercial building loan
  • Explore the typical ‘overspending’ that some entrepreneurs experience and how to deal with this
  • Understand how asset purchases affect cashflow
  • Learn about the financing, operational and investment aspects of a cashflow statement
  • Learn alternative strategies regarding asset purchases credit-risk management
  • Create Credit Management reports, Aged Receivables & how to get money into the bank account quicker
  • Use accounting software to improve marketing and operational management by budgeting and understanding Return On Investment (ROI)

 

Find out more about combining your online training course with face-to-face, or remote one-to-one training, with an industry professional

 Enrol Now


 

Xero Payroll Administration Training Course

The videos below are included in our Xero Payroll Course and will aid and assist you to correctly set up your payroll users and settings so that you can start adding employees and processing pay runs. We show you how to set up your linked accounts, take you for a look at the individual pay and line items, and how to add a new (or various) payroll calendars.

This Xero Payroll Course includes:

  • Setting our user permissions
  • Linked Account Set Up
  • Payslips Set Up
  • Pay Items Set Up 
  • Calendar, Payroll Settings and Superannuation Set Up
  • Employee Details
  • Tax Declarations
  • Leave
  • Bank Accounts, Pay Templates

Processing Payroll using Xero

  • Xero Payroll – Timsheets – Entering Timesheet Information
  • Xero Payroll – Pay Runs – Posting a simple pay run
  • Xero Payroll – Pay Runs – Pay Run Options
  • Xero Payroll – Create a New Company File
  • Xero Payroll – Set up your Company Details
  • Xero Payroll – Add your Payroll Bank Account
  • Xero Payroll – Set up your Payroll Liability and Expense accounts
  • Xero Payroll – Create Pay Calendars
  • Xero Payroll – Create Employee Cards

Xero Payroll Course – Payroll Dashboard

  • Xero Payroll – Familiarise Yourself with the Pay Items
  • Xero Payroll – Allowances, Termination Payment, Ordinary Hours, Overtime hours and more
  • Xero Payroll – Deductions, Reimbursements and Leave Categories
  • Xero Payroll – FBT, Leave Payments, Post-Tax and Pre-Tax Deducations
  • Xero Payroll – Pay Templates
  • Xero Payroll – Information about the Superannuation Guarantee
  • Xero Payroll – Superannuation Types – Fixed, Percentage of Earnings or Statutory Rate
  • Xero Payroll – Setting Pay Periods
  • Xero Payroll – Perform a Pay Run
  • Xero Payroll – Print & Email Pay Slips to Employees
  • Xero Payroll – Pay Runs & Payroll Activity Reports
  • Xero Payroll – Suggestions/Recommendations
  • Xero Payroll – Create a Card for a New Company Employee
  • Xero Payroll – Create a New Account
  • Xero Payroll – Create a New Pay Item
  • Xero Payroll – Update Employee Payroll Details & Perform Pay Runs
  • Xero Payroll – Edit a Pay Run

Xero Payroll Reporting Course

  • Xero Payroll – Print a Payroll Activity Summary Report
  • Xero Payroll – Print a Payroll Employee Summary
  • Xero Payroll – Reconcile Superannuation & Wages
  • Xero Payroll – Reconcile the PAYG Taxes
  • Xero Payroll – Reconcile Liabilities to Balance Sheet

EOY Xero Payroll Procedures

  • Xero Payroll – Create EMPDUPE
  • Xero Payroll – Print out the Payment Summaries

Xero Payroll Course – Employer Obligation Information

  • Differences between full-time, part-time and casual employees
  • Salary Sacrificing
  • Employer Obligations relating to Super
  • Employee Eligibility Criteria for Superannuation
  • Pay Slip Requirements
  • TFN Declaration Forms

After completing these scenarios and case studies you’ll work on some more complicated examples.

Xero Advanced Payroll Administration Training Course

  • Set up Timesheet Preferences
  • Edit an Existing Super Payroll Category
  • Create a New Super Payroll Category
  • Add a New Payroll Category
  • Edit Employment Classifications to Suit the Business
  • Create a Casual Employee in Xero
  • Create Permanent Employees in Xero
  • Enter Timesheets in Xero
  • Process a Pay Run
  • Import Timesheets
  • Process Payroll with Personal Leave included
  • Create a New Deduction Payroll Category
  • View Employee Leave Accrued
  • Process Pay including Annual Leave
  • Run a Payroll Entitlements Report
  • Run a Payroll Journal Report
  • Produce a Balance Sheet
  • Record your Bank Details
  • Record Employee Bank Details
  • Process a Pay Run
  • Create an Electronic Payment File
  • Process Final Pay
  • Update Employee Card File

 Enrol Now


 

 

Enrol Now

 


Our Xero Training Course “Package Offers”

You can also enrol in our Xero online training courses as a package option. Find out more about the packages we have available


 

The benefits of combining one-to-one training with the structure of an online training course

Tracey-ONeill-Xero-Certified-BAS-Agent-Bookkeeper-for-bookeeping-training-and-consultingI’ve been a Bookkeeper for more than 20 years and find more and more business owners are asking for training because today’s bookkeeping tasks aren’t quite as easy as the software companies make out. Learning how to use bookkeeping software one-to-one combined with an online course is a great way to learn because, as a trainer, I cover all the topics my clients need in a logical order which follows the flow of the course and which will also help them in their daily operations, but clients can also learn what they need to specific to their own situation.”

— Tracey O’Neill, Registered BAS Agent and Bookkeeper, QuickBooks Pro Advisor

 


 

 

free Xero Setup Training Course from local bookkeepers

 


 

Why Xero?

Xero is great for business bookkeeping because it saves you time, money, travel and hassle compared to desktop accounting software, However, not using Xero correctly can start with small niggling inconsistencies and soon build up into a large, complicated and overwhelming accounting mess! This, in turn, can result in time-consuming “undoing” of work and then spending precious time performing catch up or rescue work.

Many of our clients who are just starting out in business, or having problems with Xero, have benefited from our one-to-one and private face-to-face training and tuition options

These are some common issues:

  • Xero Payroll: Meeting the correct awards, hourly rates of pay, leave accrual and superannuation calculations & payment (payroll)
  • Xero bankfeed issues and errors — missing entries, duplicate entries, missing transactions. All these need to be sorted out before your bank account and software can be reconciled (end of month)
  • Problems with credit management, managing quotes, invoicing and bills (daily transactions)
  • Incorrect setup at the very beginning — small issues soon become a lot more complicated (setup)

Xero is intuitive and relatively easy to use, but if you are experiencing problems with Xero you’re not alone!

As a business startup or established business owner, there are better things for you to be spending your time on than setting up your accounts through trial and error — particularly when you’re relying on your accounting and financial reports to determine how well you’re going and where you need to focus your own time and energy.

 

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