Learn how to setup and use Xero to manage your business finances. Xero is a user-friendly cloud-based accounting platform where you can manage your finances from your desktop, or on the go via laptop, iPad, tablet, a smartphone with internet access.
In 1 day, learn the foundations of Xero from setting up your business accounts, recording sales, receiving bills, uploading receipts, reconciling your bank account, managing your contacts, and printing necessary reports, and more.
Who is this for:
- Startup & small business owners wanting to use Xero for their bookkeeping
- You want to transfer your bookkeeping system over to Xero
- Users new to Xero or online bookkeeping
- If your job involves any account keeping on the Xero platform
What is included:
- A complete Manual on topics covered
- Use of a laptop connected to the internet
- Morning & Afternoon Tea with Tea and Coffee
- Fun and networking
- Post Course Forum
What you need to bring:
- An online Xero account login (you can access the website from our in-house laptops provided)
- Your business bank account information (if you want to complete the setup on the day)
- Your lunch (or there are F&B facilities at the venue)
Course Curriculum
| Section 1: Setting Up | |||
| Chart of Accounts Details | 00:00:00 | ||
| Bank Accounts: Adding and Connecting Details | 00:00:00 | ||
| Adding Contacts Details | 00:00:00 | ||
| Section 2: Receivables & Payables | |||
| Bills and Payables Details | 00:00:00 | ||
| Sales and Receivables Details | 00:00:00 | ||
| Expense Claims Details | 00:00:00 | ||
| Section 3: Banking | |||
| Bank Account Reconciliation Details | 00:00:00 | ||
| Section 4: Reports | |||
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