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Master Xero: Accounting, Bookkeeping,Payroll, VAT return

Master Xero for UK company. Do your bookkeeping, accounting, payroll and VAT return in UK | CPD Accredited

Course Central


£54.99 inc VAT
Or £18.33/mo. for 3 months...
Study method
Course format What's this?
Video with subtitles
8 hours · Self-paced
Access to content
12 months
No formal qualification
7 CPD hours / points
  • Certificate of completion - Free


All essential Accounting, Bookkeeping, Payroll, and VAT training to use Xero in the UK for any UK business. The course demonstrates the setup and configuration of the Xero accounting software, tailored to the UK market. The course expands to managing invoices and sales, handling bills and purchases, bank account reconciliation, managing products and services (inventory), dealing with fixed assets, understanding the payroll system, and preparing VAT returns in Xero.

What is Xero?

Xero accounting software is a cloud-based platform that offers a variety of accounting and bookkeeping features for businesses. It allows users to manage financial transactions, track expenses, create and send invoices, reconcile bank accounts, and generate financial reports. Xero has gained significant popularity in the market due to its user-friendly interface, extensive functionality, and seamless integration with other business applications. The software's ease of use and accessibility from any device with an internet connection has contributed to its growing demand among small to medium-sized businesses and accounting professionals.

You will be able to do the following after completing this course on Xero:

  • To sign-up for the application as a company
  • Set up and configure the accounting application for businesses
  • Set up users, VAT tax rates, Charts or accounts and other Financial settings
  • Post customer invoices and credit notes to the sales ledger in the application
  • Post supplier invoices and credit notes to the purchase ledger in Xero
  • Record the supplier cheques and record the customer receipts using the software
  • Post petty cash transactions
  • The VAT return in Xero to HMRC
  • Post the wages journal in the application
  • Post adjustments to the accounts and produce month-end reports
  • Manage the payroll to pay the employees from the application without using any external software

Why Choose this Master Xero: Accounting, Bookkeeping, Payroll, VAT return course?

  • Accredited by CPD Developed and delivered by a Qualified Accountant
  • Get an Instant E-certificate and free PDF Certificate
  • Fully online
  • Self-paced learning and laptop, tablet, and smartphone-friendly
  • 24/7 Course Support


7 CPD hours / points
Accredited by The CPD Group


What is covered in this course:

Signing up for Xero

This module demonstrates initial settings, a chart of accounts, adding a bank account, expanding to a demo company, and tracking categories and contacts.

Creating Invoices and Sales

You can create invoices and sales, screens, settings, creating and repeating invoices, credit notes, quotes settings and creation, other invoicing tasks, sending statements and sales reporting.

Understanding Bills and Purchases

This part will sharpen your skills in bills and purchases, screens, bill settings, creating a bill and repeating, credit notes, purchase order settings, batch payments, other billing tasks, sending remittances and finally, purchases reporting.

Create a Bank Accounts

This module will enable you to use bank accounts, screens, automatic matching, reconcile invoices and bills, and spend and receive money, including find and match. You’ll also understand bank rules, cash coding, remove and redo vs. unreconciled, uploading bank transactions, and automatic bank feeds.

Adding Products and Services

You can add products and services and expand to untracked and tracked products.

Familiarise with Fixed Assets

Learn about Fixed and add Assets, Settings, Bank Transactions, Spend Money, bills and depreciation.

Manage Payroll

Demonstrates Payroll, settings, adding and paying employees, including Payroll filing.

Do your VAT Returns

Introduces VAT returns, settings, and manual and digital filing.


Course Central proudly offers a Certificate of Completion to all who complete courses successfully. Course Central tracks the learner’s course progress. However, the learner is responsible for validating the completion and understanding of the course. All Certificates of Completion can be validated from the Course Central website using the validation code.


A Transcript for the course with completed module details can also be requested from the platform. Please note that all course Certificates and Transcripts will be titled as published on the Course Central platform.

Career prospect of this course:
Completing the Xero UK - Accounting & Bookkeeping Essentials Course can open up various job prospects for individuals in accounting and bookkeeping. Here are some potential job roles and career paths that can be pursued after completing the course:

  1. Bookkeeper: With the knowledge and skills gained from the course, you can pursue a career as a bookkeeper. Bookkeepers are responsible for recording financial transactions, managing accounts, reconciling bank statements, and generating financial reports. Proficiency in using Xero can make you an attractive candidate for bookkeeping positions, primarily in organizations that utilize Xero for their accounting needs.
  2. Accounts Assistant: Many small and large businesses employ accounts assistants to support their financial operations. As an accounts assistant, you may be responsible for processing invoices, managing accounts receivable and payable, reconciling accounts, and assisting with financial reporting. The course equips you with the necessary skills to excel in such roles, mainly when Xero is the chosen accounting software.
  3. Small Business Accountant: Small businesses often seek accountants or financial professionals who can manage their financial records and provide guidance on tax-related matters. By completing the course and demonstrating proficiency in Xero, you can position yourself as a knowledgeable resource for small businesses needing accounting services. You can assist with setting up Xero, managing financial transactions, preparing financial statements, and offering strategic financial advice.
  4. Freelance Bookkeeper: The flexibility and convenience of freelance bookkeeping can be an appealing career choice. You can establish yourself as a freelance bookkeeper by showcasing your expertise in Xero through the course. You can work with multiple clients, providing bookkeeping services remotely or on-site, depending on the client's needs. Xero's cloud-based nature facilitates collaboration and makes working with clients from various locations easier.
  5. Accounting Software Trainer: As you become proficient in using Xero through the course, you can explore opportunities to train others on utilising the software effectively. Many organizations, training institutes, or consultancy firms require experts who can deliver training sessions or workshops on accounting software like Xero. Your comprehensive understanding of Xero's functionalities and hands-on experience gained from the course can make you a desirable candidate for such roles.

Who is this course for?

Who is this course on Xero Accounting and Bookkeeping beneficial to?

The Xero UK - Accounting & Bookkeeping Essentials Course benefits many individuals and businesses. Here are some groups that can benefit from this course:

  1. Small Business Owners: If you own a small business, this course can help you gain the necessary skills to manage your financial transactions efficiently using Xero. You'll learn how to create and send invoices, track expenses, reconcile bank accounts, and generate financial reports, enabling you to have better control over your business's financial health.
  2. Aspiring Bookkeepers: If you're looking to start a career in bookkeeping or accounting, this course can provide you with a solid foundation in using Xero. You'll learn how to navigate the software, perform essential bookkeeping tasks, and gain hands-on experience that can enhance your job prospects in the field.
  3. Existing Bookkeepers and Accountants: If you're already working as a bookkeeper or accountant, learning Xero can be a valuable addition to your skill set. Businesses widely use Xero, and being proficient in its functionalities can make you more marketable and efficient in your role. The course covers various aspects of Xero, ensuring you comprehensively understand its features.
  4. Professionals Seeking Continuing Professional Development (CPD): For professionals in the accounting and finance industry, continuing professional development is crucial. This course can serve as a CPD resource, allowing you to enhance your knowledge and skills in using Xero, a popular and widely used accounting software in the UK.
  5. Individuals Handling Financial Responsibilities: If you have personal financial responsibilities or manage the finances of a nonprofit organization, club, or society, this course can equip you with the necessary knowledge to effectively manage your financial records using Xero. You'll learn to track income and expenses, reconcile bank accounts, and generate financial reports.


Existing qualification level: No specific previous qualification is required. However, a basic understanding of Maths, English and ICT would benefit in understanding the content.

Existing skill levels: Minimum ICT skills to operate any computer system is beneficial. No, previous experience in accounting is required.

Technical requirements: Access to any computer or laptop would benefit from practising and following the instructions.

This course is open to all with no formal entry requirements.

Career path

Knowing Xero Accounting and bookkeeping can lead to many career opportunities and provide a great pathway to further qualifications. Choose your career adventure with Xero from finance manager, accountant assistant, accountant, bookkeeper/VAT operator, assistant management accountant and not limited to this.

Questions and answers

No questions or answers found containing ''.

nicola asked:

will this help me reconcile VAT invoices against sales for my company please?


Hi Nicola, Yes these courses will help you 'reconcile VAT invoices against sales'

This was helpful. Thank you for your feedback.
Joanne asked:

Do I need to buy the Xero software to do this course


Hi Joanne, Thanks for your query. No, you don't have to. You can continue the course with the 30 days trial version software. I hope this helps.

This was helpful. Thank you for your feedback.
Samee Ahmed asked:

How many days will this take to complete?


Hello Samee, The course content is 7 hours 26 mins long. There are separate modules on the Xero setup and using Xero for day-to-day accounting activities, Payroll, and VAT returns. The course will be accessible for a year if you purchase it. You can complete the course at your own pace within the access period. The course offers 7 CPD hours for any professional.

This was helpful. Thank you for your feedback.


Certificate of completion

Digital certificate - Included


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Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.