Xero Setup Training Courses

Xero Setup Course

Learn about the most important aspects of bookkeeping and the accounting and financial aspects of what small business owners need to manage, including:

Charts of Accounts, Tax Codes, Cash Vs. Accrual Accounting Methods, Debits-Credits-Income-Expenses and an introduction to Credit Control. 

Then we take a look at the various parts of the software where we need to perform a once of setup so that we can start to use the software to manage a business, including:

  • Introduction to navigating the Xero Accounting Software
  • how to access and use the Free Software Trial,
  • setting up the organisational settings,
  • financial settings,
  • invoice settings and users, 
  • Chart of Accounts,
  • account balances,
  • default invoice settings and email settings,
  • the dashboard watchlist and how to add a new contact,
  • adding multiple bank/credit card accounts
  • adding PayPal accounts to receive credit card payments and
  • how to manage bank accounts from the Dashboard. 

Explore Bookkeeping Course Packages