Xero For Beginners - Northern Beaches Community College

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Xero For Beginners

Course Outline

This Xero course is ideal for individuals with no prior bookkeeping or accounting software knowledge. Basic bookkeeping principles; accounting terminology and relevant legislation are introduced.

Topics include

Cloud Based Accounting

  • Understanding Logins, Access and Pricing
  • Access My Xero
  • Access the Xero Demo Company
  • Understanding The Xero Dashboard
  • Understanding The Xero Menus, Icons & Tabs
  • Getting Help & Support

Understanding Organisation Settings

  • Understanding Financial Settings
  • Understanding Tax Rates
  • Understanding Email Settings
  • Create An Email Template
  • Add An Email Address
  • Add A Custom Contact Link
  • Send A Xero Network Invite (Xero to Xero)
  • Understanding Add-ons
  • Understanding User Roles
  • Understanding Chart Of Accounts

Understanding Bank Accounts & Bank Feeds

  • Adding A Bank Account
  • Establishing Bank Account Feeds
  • Bank Statements & Importing
  • Importing A Bank Statement
  • Account Transactions

Understanding Contacts

  • Contact Input Fields
  • Importing Contacts
  • Adding A Contact
  • Editing A Contact

Understanding Invoice Settings

  • Adding A Payment Service
  • Understanding The Sales Dashboard
  • Invoice States
  • Creating A New Invoice
  • Editing An Invoice
  • Copying An Invoice
  • Voiding An Invoice
  • Emailing An Invoice
  • Printing An Invoice
  • Recording A Payment
  • Creating A Credit Note
  • Understanding Statements
  • Sending A Statement
  • Batch Deposits

Understanding The Purchases Dashboard

  • Bill States
  • Creating A New Bill
  • Editing A Bill
  • Copying A Bill
  • Voiding A Bill
  • Importing Bills
  • Recording A Payment
  • Sending A Remittance
  • Understanding Credit Notes
  • Creating A Credit Note
  • Understanding Batch Payments
  • Creating A Batch Payment

Understanding Reconciliation

  • The Reconciliation Screen
  • Bank Statement
  • Account Transactions
  • Matching
  • Part Payments
  • Minor Adjustments
  • Prepayments
  • Overpayments
  • Creating Spend And Receive Transactions
  • Auto Suggestion
  • Transfers Between Bank Accounts
  • Discuss Tab
  • Editing Transactions
  • Editing a Transaction
  • Reconciliation Report

Please Bring

  • Notepad and pen
  • USB flash drive


  • Intermediate to advanced Windows and Internet skills.
  • This course is designed for participants with little or no previous knowledge of Xero.
  • Prior to the course commencement all students must have set up their own access to Xero with access to authenticator. Students must have a smart phone in class to access the authenticator. It is the responsibility of the student to have these details to hand once the class starts as the tutor will not spend time assisting students to set up their accounts in classtime.
  • Please note there will be a separate course on Payroll.

This course has no current classes. Please the waiting list.

Course testimonials:

  • Maxine White was great! Explained everything so easily!
  • The venue is well suited and the classroom spacious enough for all who attended with plenty of computers. The refreshments and kitchen facilities is very well equipped and much appreciated especially when one is doing an evening course and has come straight from work. Maxine our educator is wonderful! She is very versed and knowledgeable about the Xero programme as well as the accounting aspect. I found her to be very informative and would go the extra mile for queries and understanding of certain aspects of the programme. She is very patient and ensured we were all on the same page each time before we continued on to the next section. She also happily attended to us individually when required if any one of us was stuck on any certain aspect. I would highly recommend this course to anyone who needs an understanding of the Xero accounting programme.
  • Good to participate in the classroom rather than online. Maxine is a very good trainer
  • Great course and a brilliant tutor!
  • Comprehensive overview of the software.
  • It was good to get an overview of Xero and compare it to MYOB.
  • Comprehensive overview of the system.
  • Excellent trainer. Nice clean computers for our use. Overall I'm very pleased that i did this course.
  • Maxine our trainer was amazing ! Super inteligent and very patient with all of us Would highly recommend her for all your Xero needs Thanks again !!!
  • Learnt a lot