What you'll learn:
- Everything you need to know to become a confident Xero user
- How to sign up to Xero and get your account setup quickly and accurately
- Learn about Sales invoice layouts, creating and sending invoices
- How to enter Purchase invoices including attaching backup
- Learn how to create and send Quotes to your customers
- How to prepare and issue Purchase Orders
- Learn all about adding Bank accounts, linking to your Xero account and the amazing Xero bank reconciliation
- How to create reports that you can then print or download
- Learn all about VAT in Xero and how to prepare and check your VAT return
- How to track your Fixed Assets in Xero
- How to setup and run a straightforward Payroll in Xero
This LEARN XERO IN A DAY Course will take you from beginner level to knowing your way around and being comfortable using Xero in just a day.
In the video lessons I show you step by step how everything is done in Xero. You can watch the videos, then follow what I have shown you, always having the option to refer back to the videos at any time.
After welcoming you and introducing to Xero you will be shown how to register for a free 30-day trial. You will then be shown how to setup your Xero account properly before getting started.
We then cover the following sections which every business will benefit from knowing about:
Sales - designing, creating, sending, copying, amending, deleting
Purchases - entering, coding, attaching backup, copying, amending, deleting
Quotes - setting up, creating, sending, accepting, converting to sales invoices
Purchase Orders - creating, sending, converting to purchase invoices
Banking - setting up, linking, reconciling, importing, checking
Reporting - reviewing, printing, downloading
The next sections are then more specialised and are optional:
VAT - setting up, understanding, preparing and checking a VAT return
Fixed Assets - setting up, tracking, depreciation
Payroll - setting up, adding employees, pay runs, reporting and filing
And we finish off by reviewing what you have learned and what you should do next.
Throughout the course I share with you my expert knowledge having used Xero for over 7 years. I also give you advice on how you can improve Xero in your business.
I look forward to sharing my Xero knowledge with you and welcome any questions during or after the course.
