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Diploma in Xero

What Will I Learn? Become a confident Xero user and gain full proficiency Learn the steps to set up your …

★ ★ ★ ★ ★

5(312 reviews)

7 enrolled on this course

What Will I Learn?

Become a confident Xero user and gain full proficiency

Learn the steps to set up your account and add a bank account

Add employees and set up payroll in no time

Process a pay run to pay employees through Xero

Understand how to create an invoice, create quotes and send statements

Know how to create a bill, repeat bills and create credit notes

Reconcile the bank, upload bank transactions, and add tracked products

Course Overview

Learn the fundamentals of Xero, in this best-selling course.

The Diploma in Xero is a complete masterclass in Xero accounting. This course will take you through everything you need to know to gain full proficiency and become a confident user in no time. Through video and instructor-led guidance, it will teach you how to get set up, add a bank account and employees, manage payroll, create invoices, and much more.

This online Xero qualification has been designed to provide you with up-to-date training, ideal for aspiring payroll clerks, accountants, bookkeepers, HR and finance professionals. It covers best practices and tips to take your financial management skills to the next level – delivered through bitesize modules.

This best selling Diploma in Xero has been developed by industry professionals and has already been completed by hundreds of satisfied students. This in-depth Diploma in Xero is suitable for anyone who wants to build their professional skill set and improve their expert knowledge.

The Diploma in Xero is CPD-accredited, so you can be confident you’re completing a quality training course will boost your CV and enhance your career potential. The Diploma in Xero is made up of several information-packed modules which break down each topic into bite-sized chunks to ensure you understand and retain everything you learn.

After successfully completing the Diploma in Xero, you will be awarded a certificate of completion as proof of your new skills. If you are looking to pursue a new career and want to build your professional skills to excel in your chosen field, the certificate of completion from the Diploma in Xero will help you stand out from the crowd. You can also validate your certification on our website.

We know that you are busy and that time is precious, so we have designed the Diploma in Xero to be completed at your own pace, whether that’s part-time or full-time. Get full course access upon registration and access the course materials from anywhere in the world, at any time, from any internet-enabled device.

Our experienced tutors are here to support you through the entire learning process and answer any queries you may have via email.

Preview

CPD Certification from Course Cloud

After successfully completing the course, you will be able to get the UK and internationally accepted certificate to share your achievement with potential employers or include it in your CV. The PDF Certificate + Transcript is available at £6.99 (Special Offer - 50% OFF). In addition, you can get a hard copy of your certificate for £12 (Shipping cost inside the UK is free, and outside the UK is £9.99).

Course Curriculum

Section 01: Introduction
	Introduction	00:03:00
Section 02: Getting Started
	Introduction – Getting Started	00:01:00
	Signing up to Xero	00:04:00
	Quick Tour of Xero	00:16:00
	Initial Xero Settings	00:15:00
	Chart of Accounts	00:16:00
	Adding a Bank Account	00:07:00
	Demo Company	00:04:00
	Tracking Categories	00:07:00
	Contacts	00:14:00
Section 03: Invoices and Sales
	Introduction – Invoices and Sales	00:01:00
	Sales Screens	00:05:00
	Invoice Settings	00:13:00
	Creating an Invoice	00:21:00
	Repeating Invoices	00:06:00
	Credit Notes	00:10:00
	Quotes Settings	00:03:00
	Creating Quotes	00:07:00
	Other Invoicing Tasks	00:04:00
	Sending Statements	00:03:00
	Sales Reporting	00:06:00
Section 04: Bills and Purchases
	Introduction – Bills and Purchases	00:01:00
	Purchases Screens	00:06:00
	Bill Settings	00:02:00
	Creating a Bill	00:14:00
	Repeating Bills	00:04:00
	Credit Notes	00:05:00
	Purchase Order Settings	00:01:00
	Purchase Orders	00:07:00
	Batch Payments	00:14:00
	Other Billing Tasks	00:02:00
	Sending Remittances	00:03:00
	Purchases Reporting	00:05:00
Section 05: Bank Accounts
	Introduction – Bank Accounts	00:01:00
	Bank Accounts Screens	00:08:00
	Automatic Matching	00:05:00
	Reconciling Invoices	00:07:00
	Reconciling Bills	00:03:00
	Reconciling Spend Money	00:05:00
	Reconciling Receive Money	00:04:00
	Find and Match	00:04:00
	Bank Rules	00:12:00
	Cash Coding	00:03:00
	Remove and Redo vs Unreconcile	00:04:00
	Uploading Bank Transactions	00:07:00
	Automatic Bank Feeds	00:05:00
Section 06: Products and Services
	Introduction – Products and Services	00:01:00
	Products and Services Screen	00:02:00
	Adding Services	00:04:00
	Adding Untracked Products	00:03:00
	Adding Tracked Products	00:07:00
Section 07: Fixed Assets
	Introduction – Fixed Assets	00:01:00
	Fixed Assets Settings	00:05:00
	Adding Assets from Bank Transactions	00:05:00
	Adding Assets from Spend Money	00:04:00
	Adding Assets from Bills	00:01:00
	Depreciation	00:04:00
Section 08: Basic Payroll
	Introduction – Payroll	00:01:00
	Payroll Settings	00:24:00
	Adding Employees	00:32:00
	My Payroll	00:06:00
	Single Touch Payroll	00:04:00
	Paying Employees	00:13:00
Section 09: Basic Activity Statements
	Introduction – Activity Statements	00:01:00
	Activity Statement Settings	00:12:00
	Lodging Activity Statements	00:06:00
Section 10: Conclusion
	What Now	00:01:00
Assignment
	Assignment – Diploma in Xero	00:00:00