Xero Australia Accounting Bookkeeping Online Training

Tags: Xero

Get to grips with Xero Australia in just a few hours with our Bookkeeping Essentials training course

Last updated 2022-01-10 | 4.6

- Get up and running quickly and seamlessly with Xero Australia
- Set up bank accounts
- send invoices
- pay bills and more
- Pay your employees’ wages with ease directly from Xero

What you'll learn

Get up and running quickly and seamlessly with Xero Australia
Set up bank accounts
send invoices
pay bills and more
Pay your employees’ wages with ease directly from Xero
Lodge your BAS returns from Xero with the click of a button

* Requirements

* Access to Xero's demo company

Description

** Please note that this course uses the Australian version of Xero **


Are you a small business owner in Australia who wants to use Xero to do your business’ books?

Or, are you a bookkeeper who has Australian clients that use Xero for their accounts?

Whatever your situation, if you want to get going with Xero as quickly as possible, this course is for you!

In just a few hours, our Xero Australia - Bookkeeping Essentials Course will run through everything you need to know to set up and start using Xero for your accounts.


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What is the course structure?

The course begins by showing you how to get started with Xero by signing up with a fake Australian company.

For the rest of the course, we use both the fake company and Xero’s built-in demo company to complete each of the lessons.

This means you put can into practice everything you learn as we go along in the course.


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What will I learn from this course?

First, we sign up to Xero Australia and open a Xero file in the name of a fake business.

Using the fake company, we run through the initial settings you will need to set up such as GST tax rates, users, email settings and more.

We then spend some time covering contacts, the chart of accounts, and tracking categories in case you want to set these up from the beginning.

We then switch to the demo company and spend a few hours learning about how to set up and manage:

  • Invoices and sales

  • Bills and purchases

  • Bank Accounts

  • Products and Services (Inventory)

  • Fixed assets

Next, we will dive into the payroll section of Xero and learn how to pay your employees without having to use a separate payroll system. You will learn many things such as how to add employees and how to pay wages directly from Xero.

Finally, you will learn how to prepare and check your Activity Statements (BAS and IAS) in Xero. You will also learn how to lodge your returns directly from Xero to the ATO, which makes the process a lot easier!

Once you have finished this course, you should be able to manage the accounts in Xero Australia for your business or for your clients’ business with ease.


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So what are you waiting for? Sign up today and learn how to get up and running with Xero in just a few hours.

See you on the course!


Who this course is for:

  • Bookkeepers with Australian clients
  • Business owners using Xero Australia for their books

Course content

9 sections • 65 lectures

Introduction - Getting Started Preview 00:49

Signing up to Xero Preview 03:59

Quick Tour of Xero Preview 16:18

Initial Xero Settings Preview 14:57

Chart of Accounts Preview 15:29

Demo Company Preview 03:58

Tracking Categories Preview 06:41

Contacts Preview 14:18

Introduction - Invoices and Sales Preview 01:15

Sales Screens Preview 04:34

Invoice Settings Preview 13:20

Creating an Invoice Preview 21:09

Repeating Invoices Preview 05:42

Credit Notes Preview 10:15

Quotes Settings Preview 02:31

Creating Quotes Preview 06:48

Other Invoicing Tasks Preview 03:31

Sending Statements Preview 03:05

Sales Reporting Preview 06:12

Introduction - Bills and Purchases Preview 01:13

Purchases Screens Preview 05:49

Bill Settings Preview 01:59

Creating a Bill Preview 13:51

Repeating Bills Preview 04:04

Credit Notes Preview 05:05

Purchase Order Settings Preview 01:28

Purchase Orders Preview 06:44

Batch Payments Preview 13:50

Other Billing Tasks Preview 02:14

Sending Remittances Preview 03:26

Purchases Reporting Preview 05:15

Introduction - Bank Accounts Preview 01:56

Bank Accounts Screens Preview 08:00

Adding a Bank Account and Automatic Feed Preview 07:45

Adding a PayPal Account and Automatic Feed Preview 05:42

Adding Opening Balances to Bank Accounts Preview 10:40

Deleting Bank Accounts Preview 01:43

Automatic Matching Preview 05:24

Reconciling Invoices, Bills, Spend & Receive Money Preview 18:46

Find and Match Preview 04:23

Bank Rules Preview 11:38

Cash Coding Preview 03:23

Remove and Redo vs Unreconcile Preview 04:18

Uploading Bank Transactions Preview 07:21

Introduction - Products and Services Preview 00:37

Products and Services Screen Preview 02:10

Adding Services Preview 03:55

Adding Untracked Products Preview 03:12

Adding Tracked Products Preview 07:15

Introduction - Fixed Assets Preview 00:38

Fixed Assets Settings Preview 04:43

Adding Assets from Bank Transactions Preview 05:35

Adding Assets from Spend Money Preview 04:08

Adding Assets from Bills Preview 01:28

Depreciation Preview 03:37

Introduction - Payroll Preview 00:45

Payroll Settings Preview 23:43

Adding Employees Preview 31:52

My Payroll Preview 05:59

Single Touch Payroll Preview 04:28

Paying Employees Preview 13:23

Introduction - Activity Statements Preview 00:52

Activity Statement Settings Preview 11:33

Lodging Activity Statements Preview 06:04