Xero for Beginners

Take control of your business finances or upgrade your administrative skill set. This foundational Xero for beginners course is designed specifically for individuals with no prior knowledge of accounting software or bookkeeping systems.

This hands-on program introduces you to the core principles of digital bookkeeping, essential accounting terminology, and the relevant compliance legislation you need to navigate safely. By using real-world scenarios, you will build the confidence required to manage everyday business transactions, invoices, and expenses efficiently.

Critical Technical Prerequisites & System Requirements

To ensure a seamless learning experience for all participants, students must meet the following strict prerequisites prior to enrolling:

• PC Users Only: Training is conducted using Windows PC environments. This class is strictly not suitable for Mac users, and no Mac-specific troubleshooting will be provided.
• Required Skills: Students must possess strong file management skills using a Windows PC (creating folders, saving files, moving assets) alongside confident internet navigation skills.
• Mandatory Xero Account Setup: Every student must have their own active Xero account fully set up and ready to use before stepping into the first class.
  • Need help? If you do not have an account, contact us immediately upon enrolment, and we can email you step-by-step instructions on how to create a free Xero account.
  • Please note: Class time will not be spent assisting students who do not have their accounts ready to use on day one.
• Two-Factor Authentication: You must bring your smartphone to every single session. Your phone is required at the very start of each class to generate and enter your Xero multi-factor authenticator security code.

What is Provided & What to Bring

On-Campus Resources:

Enrolled students will have full use of NBMC computers (Windows PCs) to log in and access their Xero software during class hours.

What You Must Bring to Every Session:

• Your smartphone (fully charged, for multi-factor authentication codes).
• A USB flash drive (for saving and transferring exercise files).
• A notepad and pen for taking personal notes throughout the modules.

• 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 is delivered once a week for 2 weeks.

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