Xero Advisor - CPD Accredited

CPD Accredited Xero Advisor Course | Full Tutor Support | Instant Result | No hidden fees

One Education


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£15 inc VAT (was £199)
Offer ends 07 March 2020
Study method
Online, self-paced
6 Hours
Access to content
12 Months
5 CPD points / hours
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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The Xero Advisor course will provide you with the best information and tips regarding this top-rated accounting software. You will be instructed on the fundamentals of cloud-based financial and reporting, using Xero’s many practises.

This is a specialised training program course that will enable you to become truly proficient with setting up a working account with Xero and perform excellent reporting. You’ll achieve a full understanding of all the Xero apps and tools, allowing you to modify and produce first-class workflow tasks and accounting records.

After completing the course, you have all the knowledge you’ll need to be recognised as an expert in Xero use and to become a reputable advisor in its use. Given the current popularity of this software, your knowledge will prove an asset to any business or client that makes use of it.

Course media


Course Curriculum

We’ve taken this comprehensive Xero Advisor course and broken it down into 58 manageable units which we believe will assist you to easily grasp each concept – from the fundamental to the most advanced aspects of this skills. It really is a sure pathway to success.

This course is designed with the following modules:

***Bookkeeper Training***


Getting prepared - access the software and course materials

  • The structure of the course – first things first!
  • Set up free trial

Getting started

  • Starting A New Company File

Setting up the system

  • Set up nominal accounts
  • Enter opening balances
  • Reverse opening balances – accruals and prepayments
  • Report Journal

Nominal ledger

  • Amend The Nominal Ledger
  • Report listing the nominal ledgers


  • Enter customers
  • Report on customer contact information


  • Enter Suppliers
  • Supplier Contact List

Sales ledger

  • Enter Invoices
  • Invoice Entering
  • Invoice batch
  • Post Sales Credit Notes
  • Report showing Customer Activity
  • Aged Debtors

Purchases ledger

  • Post Supplier Invoices
  • Entering a Batch of Supplier Bills
  • Credit Notes Suppliers
  • Reclassify Supplier Bills – Flash Bulbs Purchased
  • Supplier Account Activity Report

Sundry payments

  • Post Cheques
  • Reports showing supplier payments

Sundry receipts

  • Receipts from customers
  • The report showing customer receipts

Petty cash

  • Post-Petty Cash Transactions and Report
  • Post cash payments to ledgers
  • Enter petty cash items
  • Report on Petty Cash Payments Proper
  • Post Sundry Payments
  • Report Bank Payments

VAT - Value Added Tax

  • VAT Return

Bank reconciliation

  • Reconcile The Bank

Payroll / Wages

  • Post the Wages Journal


  • Posting Journal adjustments
  • Run a report on the PnL and Balance Sheet
  • Month-end adjustments
  • Month-end reports


  • Task - Clearing the accounts
  • Task – Customer report

Additional Resources

  • Course Paper
  • Further Reading – QuickBooks Online 2014 The Handbook

**Xero Accounting**

Getting Prepared - Access the software and course materials

  • Introduction To The Course And Your Tutor
  • Activating Your Free Trial With Xero

Getting started

  • Signing Up For The Free Trial
  • Create The Organisation
  • The Fictitious Scenario

Setting up the system

  • Add Bank Accounts To The System
  • Enter Opening Balances
  • Opening Trial Balance

Nominal ledger

  • Amend The Nominal Ledger
  • Chart Of Accounts Report

Customers & Suppliers

  • Enter customers
  • Reporting Customer And Supplier Information

Sales ledger

  • Enter Invoices
  • Invoicing tips – adding logo, repeat billing
  • Entering Invoices 6574 to 6610
  • Post Credit Notes
  • Report Showing Customer Activity
  • Aged Debtors


  • Post supplier invoices
  • Enter suppliers invoices 6028 onwards
  • Enter More Supplier Invoices No 4308 Onwards
  • Credit Notes Suppliers
  • Supplier Activity Report
  • Aged Creditors Info
  • Receipts from Customers
  • Apply Customer Credit Notes

Purchases ledger

  • Post Supplier Cheques
  • Apply Supplier Credit Notes
  • Print List Of Bank Receipts And Payments

Sundry payments

  • Post Sundry Payments
  • Make a credit card payment

Sundry payments

  • Post Sundry Payments
  • Make a credit card payment

Petty Cash

  • Add Petty Cash Transactions – Week 1
  • Add Petty Cash Transactions – Week 2
  • Add Petty Cash Transactions – Week 3
  • Add Petty Cash Transactions – Week 4
  • Imprest System on Petty Cash
  • Print a Copy of Petty Cash Receipts and Payments

Bad Debt

  • Writing Off A Bad Debt – Print Customer Statement
  • Write Off A Bad Debt

Credit Card

  • Reconcile The Credit Card Statement

Bank Reconciliation

  • Bank Statement As A CSV File
  • Bank Statement Closing Balances
  • Reconcile The Petty Cash

Payroll / Wages

  • Wages And Salaries
  • Post the Wages Journal
  • Report Wages Journal
  • Payday
  • Pay The Two Staff

VAT - Value Added Tax

  • Depreciation
  • VAT Return


  • Month End Reports PnL, BS, TB

Payroll unit

  • Using Payroll
  • Setting Up Employees
  • Running Payroll – An Example


  • Recap And Next Steps
  • What happens next

How is the course assessed?

To successfully complete the Xero Advisor course you must pass an automated, multiple-choice assessment. The assessment is delivered through our online learning platform. You will receive the results of your assessment immediately upon completion.

Will I receive a certificate of completion?

Upon successful course completion, you will qualify for a CPD certificate from One Education as proof of your new skills. Certification is available in PDF format, at the cost of £9, or a hard copy can be sent to you via post, at the cost of £15.

Who is this course for?

This course will prove to be valuable to anybody in the world of finance, that aspire to become an expert in the field of cloud accounting, and the latest bookkeeping techniques. No previous experience is needed, although a basic awareness of accounting protocols would be desirable.


The Xero Advisor course is open to all, with no formal entry requirements. All you need is a passion for learning, a good understanding of the English language, numeracy and IT, and to be over the age of 16.

Career path

When you have completed this Xero training course, you will be recognised as a certified Xero advisor. With over 300,000 subscribers to the software in the UK, you can be fully prepared for a professional role in an accounting company or able to run your own budget independently.

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