Master Your Finances: Xero Cloud Accounting Basic to Advance

Xero Cloud Accounting Basic to Pro Complete Course Includes Xero Bookkeeping, Xero Payroll and VAT Management

4.51 (168 reviews)
Udemy
platform
English
language
Finance
category
Master Your Finances: Xero Cloud Accounting Basic to Advance
2 055
students
4.5 hours
content
Jan 2025
last update
$74.99
regular price

What you will learn

How to sign up to Xero and get your Account Setup Quickly and Accurately

Everything you need to know to become a confident Xero user

Adding VAT info to the settings

Editing and Adding Chart of Accounts

Transferring From Manual to XERO Cloud Through Opening Balances Entries

Entering Customers and Vendors

Learn about Sales invoice layouts, Creating and Sending invoices

Entering Credit and Debit Notes in Xero

Aged Debtors Report

Adjusting Inventory Configurations

Learn all about adding Bank accounts, linking to your Xero account and the amazing Xero bank reconciliation

Bank Statement Reconciliation With Import Technique

Dealing with Payroll -Wages and Salaries

Why take this course?

🌟 Master Your Finances: Xero Cloud Accounting Basic to Pro Complete Course 🌟

Course Overview:

Embark on a transformative learning journey with our comprehensive "Xero Cloud Accounting Basic to Pro" course. This expertly crafted program is designed to equip you with the skills and confidence needed to navigate Xero like a pro, ideal for freelancers or anyone looking to master bookkeeping, accounting, and payroll within client projects.

About This Training:

📚 Your Learning Pathway: This Xero Cloud Accounting Training offers practical, scenario-based activities through comprehensive assignments. It's a step-by-step guide that will take you from the fundamentals to advanced levels of Xero accounting, ensuring you gain hands-on experience and a certificate upon successful completion.

Once you wrap up this course, you'll unlock additional study materials tailored to further your knowledge and skills in the realm of accounting and beyond.

What You Will Learn:

🚀 Beyond the Basics: Our course goes above and beyond to teach you advanced accounting with Xero. After completion, you'll be adept at:

  • [ ] Setting up a Xero trial account
  • [ ] Adding VAT info to settings
  • [ ] Customizing reports and adding them to tabs/favorites
  • [ ] Editing and adding the Chart of Accounts
  • [ ] Managing opening balances and extracting reports in Xero
  • [ ] Creating and amending nominal ledgers
  • [ ] Entering customers, vendors, and invoices
  • [ ] Learning how to delete or void draft or permanent invoices
  • [ ] Handling credit and debit notes in Xero
  • [ ] Generating aged debtor reports
  • [ ] Adjusting inventory configurations
  • [ ] Managing customer and supplier payments
  • [ ] Processing bank receipts and payments, including credit card transactions
  • [ ] Dealing with petty cash transactions
  • [ ] Writing off bad debts and printing customer statements
  • [ ] Reconciling credit card and bank statements
  • [ ] Mastering payroll - handling wages and salaries

Course Structure:

🎓 A Practical Approach: We kick things off by registering with a fake Australian company to get you accustomed to the Xero platform. The remainder of the course utilizes this fake company, along with Xero's demo company, to ensure every concept is understood through practical application. This immersive approach allows you to see the real-world impact of your actions within Xero.

You'll learn about:

  • [ ] Accounts and orders
  • [ ] Quotes and invoices
  • [ ] Expenses and reporting
  • [ ] Fixed assets and inventory
  • [ ] Project management and banking

What You Will Learn in This Course:

📚 Step-by-Step Mastery: We start by signing up for Xero Cloud Accounting through the online login portal and opening a file for a sample company. You'll then dive into adjusting critical settings such as GST tax rates, user management, email configurations, and more.

Moving forward, you'll set up your contacts, Chart of Accounts, and tracking categories if needed. With the demo company, you'll spend ample time mastering the setup and management of invoices, sales, bank accounts, products and services (stock), and capital assets.

Finally, we delve into Xero's payroll feature, showing you how to manage employee information and salaries directly within the platform, without the need for a separate system.

This course is your gateway to financial mastery with Xero Cloud Accounting. Enroll now and take the first step towards becoming a proficient accountant! 🎓💰

Ready to transform your accounting skills? Join us today and unlock the full potential of Xero!

Screenshots

Master Your Finances: Xero Cloud Accounting Basic to Advance - Screenshot_01Master Your Finances: Xero Cloud Accounting Basic to Advance - Screenshot_02Master Your Finances: Xero Cloud Accounting Basic to Advance - Screenshot_03Master Your Finances: Xero Cloud Accounting Basic to Advance - Screenshot_04

Our review


Course Review for "Master Xero: Accounting Software Training"

Overall Rating: 4.58/5

Pros:

  • Comprehensive Content: The course provides detailed and complete information, allowing learners to gain a solid understanding of Xero accounting software.
  • Logical Structure: The course progresses logically, making it easier for users to follow and apply the concepts taught to their Xero setups.
  • Step-by-Step Instruction: The instructional style is clear and follows steps, which is beneficial for learners who are new to Xero or accounting in general.
  • Clear Explanations: Concise and clear explanations have been praised by learners, particularly those with no prior knowledge or experience with Xero.
  • Engaging Instructor: The instructor, Saad, is commended for teaching in an engaging manner and covering all important parts of the software.
  • Real-World Application: The course prepares users to make informed decisions about their Xero setups and use.
  • Highly Recommendation: Many learners find the course essential and recommend it highly, especially for accounting and finance professionals.
  • Positive Impact on Learners: Several reviews mention that after completing the course, learners feel equipped and ready to proceed with their day-to-day operations using Xero.

Cons:

  • Incomplete Course Material: Some reviews indicate that the course is not entirely complete, with activities like video 56 for paying staff salaries not included.
  • Missing Topics: There are gaps in the course content, particularly in areas such as Depreciation, VAT returns, Accounts Payable, Receivable, and Payroll details.
  • Abrupt Ending: The course ends abruptly, which could confuse future students and may lead to an incomplete learning experience.
  • Minor Errors: There are odd mistakes here and there within the course material, but they do not significantly detract from the overall educational value.
  • Room for Improvement in Completeness: To ensure a more comprehensive learning experience, it is recommended that the course be updated to include all necessary activities and content related to the full range of Xero features, particularly those mentioned by learners.

Final Verdict:

The "Master Xero: Accounting Software Training" course is a valuable resource for beginners and experienced users alike. Its strong points lie in the detailed explanations and the logical progression through essential concepts. However, to fully equip learners with all the skills needed to use Xero confidently, it is important for the course to be completed with all the promised content included. The instructor's teaching style is commendable, and the course receives high recommendations from the learner community. With a few enhancements, this course could be an unparalleled tool in any accountant or finance professional's toolkit.

Related Topics

3335072
udemy ID
15/07/2020
course created date
21/07/2020
course indexed date
Angelcrc Seven
course submited by