Xero stores all of your accounting records securely in the cloud, ultimately saving space on your computer and providing you with the ability to access your files from virtually anywhere.
Xero enables you to connect to, and retrieve, bank feeds from your bank accounts, credit cards and PayPal, saving a considerable amount of time performing data entry to get bank account information into your accounting software. The Setup course teaches you how everything is connected together and what goes where.
Course Topics Includes:
- Intro to Xero Accounting Software
- Free Software Trial
- Organisational Settings
- Financial Settings
- Invoice Settings and Users
- Chart of Accounts
- Account Balances
- Invoice Settings – Default
- Invoice Settings – Email Settings
- Dashboard – Watchlist
- Contacts – Add New Contact
- Add Bank Account
- Add Credit Card
- Add PayPal Accounts
- Manage Bank Accounts on Dashboard
Compare All Xero Accounting Beginners and Advanced Certificate Courses
The Xero Accounting Setup & Customisation course goes through the process of setting up a business on Xero for the first time.
Performing a setup using Xero is just like setting up as a new business on MYOB and QuickBooks online as it involves setting up chart of accounts, bank accounts and forms that you use for quotes, invoices etc. This course serves as a good introduction but most of the tasks that students will perform in the real world occur in the data entry of Quotes, Invoices, Expenses, Purchases and payments and most of these occur in the Xero Beginners Certificate Training Course.
Once the bank account information (real world) is in your accounting software you can then quickly perform a bank reconciliation. Once the bank reconciliation is completed, you can obtain all of the important reports that demonstrate how the business is travelling.
See our full range of Xero Accounting Online Training Courses