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Xero Online Accounting - the Practical Data Entry Course 

  • Offered byUDEMY

Xero Online Accounting - the Practical Data Entry Course
 at 
UDEMY 
Overview

Learn to use Xero on a day-to-day basis, by following the step-by-step practical instructions in this course.

Duration

3 hours

Mode of learning

Online

Schedule type

Self paced

Difficulty level

Beginner

Official Website

Go to Website External Link Icon

Credential

Certificate

Xero Online Accounting - the Practical Data Entry Course
 at 
UDEMY 
Highlights

  • 3 hours on-demand video
  • 56 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of completion
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Details Icon

Xero Online Accounting - the Practical Data Entry Course
 at 
UDEMY 
Course details

Skills you will learn
Who should do this course?
  • Beginners to Xero who want to be shown step-by-step how to do data entry
What are the course deliverables?
  • Everything you need to know to use Xero for day-to-day data entry
  • How to sign for a Xero free trial and enter your organisation details
  • Learn how to design sales invoice layouts, create and issue sales invoices
  • How to enter purchase invoices and credit-notes, including attaching backup
  • Learn all about importing bank statements and reconciling your bank transactions
  • Check your data entry by designing and running reports
  • Save time and avoid mistakes with my Xero Tips and Tricks
  • Learn how to easily make changes and correct your mistakes
More about this course
  • The course includes no less than 24 practical assignments, so there's plenty for you to do. For each assignment there is a video lesson where I show you step by step what you need to do in Xero. Then you are given the opportunity to repeat the assignment in your own Xero account. You have the option to refer back to the videos as often as you need to. Here's what we cover in the assignments:
  • *Assignment 1.1* - Setting up your Organisation
  • *Assignment 1.2* - Tidying the Chart of Accounts
  • *Assignment 1.3* - Opening Balances
  • *Assignment 2.1* - Sales Invoice Setup
  • *Assignment 2.2* - Sales Invoices and Credit Notes
  • *Assignment 2.3* - Sales Reporting
  • *Assignment 3.1* - Adding Suppliers
  • *Assignment 3.2* - Purchase Invoices and Credit Notes
  • *Assignment 3.3* - Purchases Reporting
  • *Assignment 4.1* - Importing a Bank Statement
  • *Assignment 4.2* - Customer Receipts
  • *Assignment 4.3* - Customer Receipts Reporting
  • *Assignment 4.4* - Supplier Payments
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Xero Online Accounting - the Practical Data Entry Course
 at 
UDEMY 
Curriculum

Welcome

Welcome to the course

Introduction

About this section

Course format

Your Xero Trial

Getting Started

About this section

Tidying the Chart of Accounts (Ass 1.2)

Entering Opening Balances (Ass 1.3)

Getting Started Quiz

Data Entry - Sales

About this section

Sales setup (Ass 2.1)

Creating sales invoices and credit notes (Ass 2.2)

Sales reporting (Ass 2.3)

Sales Quiz

Data Entry - Purchases

About this section

Adding suppliers (Ass 3.1)

Entering purchase invoices and credit notes (Ass 3.2)

Purchases reporting (Ass 3.3)

Purchases Quiz

Data Entry - Banking

About this section

Reconciling customer receipts (Ass 4.2)

Customer receipts reporting (Ass 4.3)

Reconciling supplier payments (Ass 4.4)

Supplier payments reporting (Ass 4.5)

Reconciling bank receipts and payments (Ass 4.6)

Bank receipts and payments reporting (Ass 4.7)

Banking Quiz

Xero Tips and Tricks

About this section

Customer defaults for sales invoices (Ass 5.1)

Using Item Codes for sales (Ass 5.2)

Supplier defaults for purchase invoices (Ass 5.3)

Using Repeating Invoices for purchases (Ass 5.4)

Tips and Tricks Quiz

Troubleshooting

About this section

Removing duplicate contacts (Ass 6.1)

Amending sales invoices (Ass 6.2)

Amending purchase invoices (Ass 6.3)

Using Find and Recode (Ass 6.4)

Troubleshooting Quiz

And Finally

Bonus Lecture

Fun Quiz

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Xero Online Accounting - the Practical Data Entry Course
 at 
UDEMY 
Students Ratings & Reviews

5/5
Verified Icon1 Rating
M
MEET DADHANIA
Xero Online Accounting - the Practical Data Entry Course
Offered by UDEMY
5
Learning Experience: The concept is very clear about Xero accounting software, it's easy to understand
Faculty: faculty is good and cover as much as possible Curriculum is good and its cover everything
Reviewed on 4 Mar 2023Read More
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Xero Online Accounting - the Practical Data Entry Course
 at 
UDEMY 

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