Xero Online Accounting - the Practical Data Entry Course

🎉 Xero Online Accounting - the Practical Data Entry Course 🎓

Welcome to the "Xero Online Accounting - Practical Data Entry" Course!

Course Overview:

THIS COURSE USES THE LATEST VERSION OF XERO WITH THE ALL NEW IMPROVED XERO NAVIGATION INTRODUCED AT THE END OF NOVEMBER 2018.

• Instructor: Marion Thomson, UK qualified accountant with over 7 years of Xero experience.
• Format: A video-based course with hands-on assignments for practical learning.
• Skill Level: Perfect for beginners who enjoy learning by doing real tasks in Xero.

What You Will Learn:

• Getting Started: Register for your free 30-day Xero trial and familiarize yourself with the course format.

• Practical Assignments: Engage in 24 assignments, each paired with a step-by-step video guide.

  • Assignment Highlights:
    • Organisation Setup (Assignment 1.1)
    • Sales Invoice Management (Assignment 2.1 to 2.3)
    • Purchases and Reporting (Assignments 3.1 to 3.3)
    • Bank Reconciliation (Assignments 4.1 to 4.7)
    • Managing Customer & Supplier Accounts (Assignments 5.1 to 5.4)
    • Data Maintenance (Assignments 6.1 to 6.4)

• Expert Guidance: Repeat each assignment in your own Xero account, with the option to revisit video lessons as needed.

• Support: Ask Marion questions if you encounter any difficulties or uncertainties during the course.

Course Breakdown:

1. Setting Up Your Organisation (Assignment 1.1)

   • Learn how to register your business and set up your Xero organisation for success.

2. Sales Invoice Setup & Management (Assignments 2.1 to 2.3)

   • Master the process of creating sales invoices, issuing credit notes, and generating sales reports.

3. Adding & Managing Suppliers (Assignments 3.1 to 3.3)

   • Discover how to add suppliers, record purchase invoices, and report on your purchases.

4. Banking Operations (Assignments 4.1 to 4.7)

   • Gain confidence in importing bank statements, recording customer receipts and payments, and reconciling transactions.

5. Customer & Supplier Management (Assignments 5.1 to 5.4)

   • Learn how to handle defaults, set up item codes, and manage repeating purchase invoices.

6. Data Maintenance & Troubleshooting (Assignments 6.1 to 6.4)

   • Master the Find and Recode feature to ensure your Xero data remains accurate and up-to-date.

Why Take This Course?

• Expert Knowledge: Marion Thomson's insights as a qualified accountant with extensive Xero experience.
• Practical Application: A hands-on approach to learning the day-to-day operations of Xero.
• Beginner Friendly: This course is designed for beginners, focusing on essential skills without advanced topics like Payroll, Fixed Assets, and VAT.

Take the Next Step:

• Enroll Now: Don't wait to start mastering Xero! Enroll in this comprehensive course today.
• Ask Questions: Feel free to reach out to Marion with any questions you may have during or after the course.

Ready to transform your approach to accounting? Let's get started on your journey to Xero proficiency! 🚀