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
