Xero Setup Course Description

The Xero Set Up Course will equip you with knowledge about the important aspects of bookkeeping which are covered in the company file setup stage, as well as understanding the financial and accounting aspects of what small business owners need to manage, including:

Bookkeeping Fundamentals

  • 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,

Xero Accounting Software

  • Introduction to navigating the Xero Accounting Software
  • How to access and use the Free Software Trial

Xero Company Setup

  • Setting up the organisational settings
  • Financial settings
  • Invoice settings and users
  • Chart of Accounts
  • Account balances

Bank Accounts and Invoice settings

  • Default invoice settings and email settings
  • The dashboard watchlist 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.

Xero Setup Training Course Information

Estimated Time of Completion: 5 hours

Course Inclusions:

  • Instructional Videos
  • Training Workbooks
  • Knowledge Reviews
  • Certificate of Completion


Bookkeeping Academy inquiry

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