Brief Introduction
Learn about Xero and re-fresh the basic bookkeeping skillsDescription
Welcome,
My first version of the course was published in 2016 and reached top rank as a best seller very quickly.
All content is updated in January 2021.
This course is a practical course, the way I've designed it is that you could also learn it by doing a Case study with me.
I have prepared the "Notes from a Manager" as exercises, that is in addition to the quiz questions after each section.
Hope you will learn a lot and I am wishing you all the best with your career in bookkeeping. If I missed out on anything, do let me know via message, I really wish to help as much as I can.
This course is basic knowledge, but through explanation of not only from a point of Xero accounting cloud software, but also from the bookkeeping perspective, based on my 16 years experience in a field.
Course covers:
How to register for a test free version of Xero;
The navigation panel, featuring file and folders, dashboard edit for quick access;
Organisation 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, how to import or edit the codes on Xero;
The contact list and how to add client or supplier, featuring quick edit option;
Inventory and how to manage stock on Xero;
Sales process in details 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 assets we add or how to import existing;
Purchases process in details : from raising a purchase order, converting PO to invoices on Xero, or simply entering the invoice directly from supplier , features uploading files for a quick view, quick payment addition;
How to upload receipts in to folders on Xero and process receipts step by step guide;
Through explanation on banking : from how to add various bank accounts (paypal, everyday, credit cards etc) , how to set up online payments for clients to pay for invoice, how to manually import statements to 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, aged payable, profit and loss, balance sheet.
BONUS- VAT/GST/Sales tax video and resources to help with returns on Xero and general understanding of indirect taxation.
I will send a message to all students who enrolled on Basic course prior to launch. - Everyone who signed up to 07.01.21 will receive a message with a code for Advanced course coupon. Thank you!
Requirements
- Requirements
- None
Maria S.
3.3 Raiting
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