Complete Xero Online Accounting and Payroll Course

Welcome to Complete Xero online accounting and bookkeeping course

I am Maria, creator, and teacher of the Xero Online Accounting and Bookkeeping course, as well as QuickBooks Online, and Sage.

Why study Xero?

Xero accounting and bookkeeping program knowledge is vital to becoming competitive professionals and securing more jobs. As accounting is shifting rapidly into the digital, including tax submissions directly to your tax office, Xero is one of the leading software to offer a reliable accounting package for all requirements.

Why study online?

Studying online at your own pace, whenever you are based, helps you to achieve your goals without extra stress or pressure. No matter if your goal is to find a new job as a bookkeeper, or start your own small (or big) bookkeeping business.

The course covers all essentials, based on my years of experience with Xero and in my view this is an ideal starting point for any bookkeeper at the beginning or advanced level to refresh the latest updates.

Xero Online Accounting and Bookkeeping has a similar structure across all countries, in my view, once you learn the basics, it is easy to navigate through any other version. I have reviewed the Australian Xero version, see my YouTube channel @LearnbookeepingUK for that video.

About the course:

Course based on the UK demo company. I advise my students to register for a trial version (see Section 1 - How to register for a trial free version of 30 days), and download the Case study with exercises (Section 1 Case study). Registering for the trial version helps to learn by doing exercises along the videos on your own as well.

Certificate of completion

Digital certificate - Included

Reed courses certificate of completion

Digital certificate - Included

• Xero Getting ready 07:00

  • 1: Welcome Preview 01:00
  • 2: Case study 2022 05:00
  • 3: Ebook Download 01:00

• Lecture 1 - How to register for Xero Online 05:08

  • 4: Register for trial and dashboard overview 02:34
  • 5: Login with an authentication on Xero 00:34
  • 6: Step by step guide Dashboard and Registration 02:00

• Lecture 2 - Setting up - Organisation Settings 38:00

  • 7: Dashboard Navigation Screen 01:00
  • 8: Navigation Panel 03:00
  • 9: Setting up - Organisation Settings Quick Edits 01:00
  • 10: Setting up - Organisation Settings Digital filing 01:17
  • 11: How to add information about your business 04:14
  • 12: How to invite users 02:21
  • 13: User Permissions in xero software, you can edit as an advisor or subscriber 01:00
  • 14: Xero connecting apps 01:08
  • 15: How to add currency 01:03
  • 16: Payment methods 01:20
  • 17: Edit email templates 02:03
  • 18: Custom themes 02:30
  • 19: How to set up invoice reminders 02:06
  • 20: How to edit default settings 02:25
  • 21: Financial year on Xero 02:26
  • 22: Set up tracking categories 00:58
  • 23: Tax rate settings 01:58
  • 24: Conversion balances, moving to Xero 02:52
  • 25: Adding conversion balances with an example 02:19
  • 26: Dashboard Quiz 01:00

• Lecture 3 - Chart of Accounts - Nominal Codes 09:51

  • 27: Chart of Accounts - Nominal Codes 04:51
  • 28: Xero full list of Chart of Accounts 03:00
  • 29: Optional items in edit account 01:00
  • 30: Chart of Accounts Quiz 01:00

• Lecture 4 - Contact - How to add a new contact for Customer and Supplier 17:24

  • 31: Contact on Xero 01:00
  • 32: How to add a contact for client 04:17
  • 33: How to add a contact for client supplier 02:44
  • 34: Add group for contacts 01:59
  • 35: How to import contacts with csv file, watch the video 06:24
  • 36: Contact Quiz 01:00

• Lecture 5 - Stock and Services (Inventory) 09:38

  • 37: How to add service (for service business) 03:01
  • 38: Stock and services (Inventory) - how to enter on Xero 01:19
  • 39: How to adjust inventory 01:21
  • 40: Import inventory 02:57
  • 41: Inventory Quiz 01:00

• Lecture 6 - Raising Sales Quote 06:27

  • 42: Sales Quote 03:24
  • 43: Convert sales quote to invoice 03:03

• Lecture 7 - Sales Invoice 16:15

  • 44: Sales and Receivables 01:00
  • 45: Sales invoice with a discount 04:38
  • 46: Sales invoice to a non UK company 01:48
  • 47: How to set up repeating invoices 02:22
  • 48: How to raise a sale credit note 02:43
  • 49: Credit control on Xero 02:44
  • 50: Online payments service on Xero 01:00

• Lecture 11 - Fixed Assets and depreciation types 17:00

  • 51: Types of depreciation 01:00
  • 52: Fixed Assets - add manually 02:40
  • 53: Create a purchase order for fixed assets 02:53
  • 54: Edit fixed assets in register 01:15
  • 55: Fixed asset register, gain / loss on disposal entry 02:37
  • 56: Import fixed assets directly 05:35
  • 57: Fixed Assets Quiz 01:00

• Lecture 12 - Purchase Orders 21:45

  • 58: NEW - Bills screen in November 2023 01:00
  • 59: Example of Purchase order 01:00
  • 60: Converting Purchase Order into the Purchase Invoice 02:28
  • 61: Purchase invoice for inventory 04:10
  • 62: Repeating purchase invoice 03:58
  • 63: Credit note for purchase invoice 02:20
  • 64: How to mark an invoices as "paid" 01:02
  • 65: How to remove payment from a purchase invoice 01:21
  • 66: How to use batch payment and schedule supplier's payments 01:37
  • 67: How to run aged payables report 01:49
  • 68: Purchases Quiz 01:00

• Lecture 14 - Expenses - How to enter receipts 15:37

  • 69: Lecture 14- Expenses - How to enter receipts 03:25
  • 70: Hubdoc part 1 03:05
  • 71: Hubdoc p2 08:07
  • 72: Expenses Quiz 01:00

• Lecture 15 - Bank 14:51

  • 73: Adding bank account 02:24
  • 74: How to import bank transactions 03:13
  • 75: Bank reconciliation report process 08:14
  • 76: Bank Quiz 01:00

• Lecture 16 - Reporting 05:16

  • 77: Reporting 05:16

• Lecture 17 - Value added tax and VAT return on Xero 03:23

  • 78: Value Added Tax and other sales tax types how to manage on Xero 03:23

• Lecture 18 - Projects 13:34

  • 79: Projects 13:34

• Lecture 19 - Payroll 23:58

  • 80: Payroll part 1 03:59
  • 81: Payroll part 2 - holiday pay 01:05
  • 82: Payroll part 3 - pension 00:46
  • 83: Pay items 02:17
  • 84: Payroll employee settings 08:41
  • 85: Payroll time off 01:14
  • 86: Payroll timesheets 01:15
  • 87: Payrun 04:41

Chapters:

Course based on the UK demo company and covers:

• The navigation panel, featuring files and folders, dashboard edit for quick access;

• Organization settings, including changes in business, financial settings for year-end, locking period, etc;

• Chart of accounts and learning about the nominal codes, why we need those, what are those, and how to import or edit the codes on Xero;

• The contact list and how to add clients or suppliers, featuring a quick edit option;

• Inventory and how to manage stock on Xero;

• The sales process in detail from raising a quote to raising sales invoices, sending statements, chasing debts, featuring repetitive invoices set up;

• Fixed assets and learning about types of depreciation, how to adjust each asset we add, or how to import existing;

• Purchases process in detail: from raising a purchase order, converting PO to invoices on Xero, or simply entering the invoice directly from the supplier, features uploading files for a quick view, and quick payment addition;

• How to upload receipts into folders on Xero and process receipts step by step guide;

• Thorough explanation of banking: from how to add various bank accounts (PayPal, everyday, credit cards, etc), how to set up online payments for clients to pay for the invoice, how to manually import statements to a full bank reconciliation process guide with bank rules, short cuts and learning about what to do when errors occur.

• Finally - reporting, featuring bank reconciliation reporting, age payable, profit and loss, and balance sheet.

• VAT/GST/Sales tax video and resources to help with returns on Xero and a general understanding of indirect taxation.

• How to import transactions right from the first time without errors

About Xero:

Founded in 2006 in New Zealand, Xero is one of the fastest-growing accounting software cloud companies and it has over 3 million users already worldwide.

Bookkeepers

Contractors

Business Owners

Anyone who is interested in Xero online software

None, but best if you register for the online free version of Xero or have access.

Upon completion, you can immediately begin working as a self-employed Xero bookkeeper anywhere in the world!

You can look for a contractor or full-time job as a Xero bookkeeper.

You can pass the official Xero test and become a Xero advisor.