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Xero Online Software basic training with Job Recommendation by accounting firm

Xero bookkeeping - Gain the core understanding of the software to work independently

Rosenberg Chartered Certified Accountants


£199 inc VAT
Or £66.33/mo. for 3 months...
Study method
Online, On Demand What's this?
6.5 hours
No formal qualification
6 CPD hours / points
Additional info
  • Tutor is available to students
  • Certificate of completion available and is included in the price

3 students purchased this course

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Need a job recommendation by the accounting firm, based in the UK?

Are you looking for a job as a Xero bookkeeper or accountant?

Looking to gain more clients as an independent contractor in Xero?

Want to get certified as a Xero advisor a worldwide recognized certification?

Then my course is something you are looking for!

Whatever your goal is I am here to help, being Xero partner and having gone through each step of the way while running my own accounting practice in the UK since 2012.

Welcome to Complete Xero accounting and bookkeeping online course

Xero accounting and bookkeeping program knowledge is vital to becoming competitive professionals and secure more jobs. As accounting is shifting rapidly into the digital, including tax submissions directly to your tax office, Xero is one of the leading software to offer a reliable accounting package for all requirements.

By studying at your own pace, whenever you are based, this Xero accounting software course is an ideal starting point if you want to:

  • Start a career in accountancy or bookkeeping

  • As complementary while you are studying at the college

  • Perhaps you are launching your own business in accountancy

  • Get Xero certification

Free resources to help you - free Ebook How to learn Xero in six hours, import excel templates with comments to have error-free uploads, social support - youtube videos on solving Xero problems, and blog!

The lifetime access to this course and no pressuring deadlines allow you to take it at your own pace.

I guarantee that this course is informative and explains in detail the Xero features. It has been updated in January 2021 to match the most recent possibilities in the bookkeeping and accounting sections of Xero.


6 CPD hours / points
Accredited by Rosenberg Chartered Certified Accountants


6h 29m

Course media


What you will learn

In this course we will guide you on the next step of your finance journey by exploring:

  • Xero basic understanding without feeling overwhelmed by new information, including re-fresh of bookkeeping knowledge

Entry requirements


Xero trial version (valid for 30 days and free)

Course covers:

  1. How to register for a test free version of Xero;

  2. The navigation panel, featuring file and folders, dashboard edit for quick access;

  3. Organization settings, including changes in business, financial settings for year-end, locking period, etc;

  4. Chart of accounts and learning about the nominal codes, why we need those, what are those, how to import or edit the codes on Xero;

  5. The contact list and how to add client or supplier, featuring quick edit option;

  6. Inventory and how to manage stock on Xero;

  7. The sales process in details from raising a quote to raising sales invoices, sending statements, chasing debts, featuring repetitive invoices set up;

  8. Fixed assets and learning about types of depreciation, how to adjust each asset we add or how to import existing;

  9. Purchases process in details: from raising a purchase order, converting PO to invoices on Xero, or simply entering the invoice directly from supplier, features uploading files for a quick view, quick payment addition;

  10. How to upload receipts into folders on Xero and process receipts step by step guide;

  11. Thorough explanation on banking: from how to add various bank accounts (PayPal, everyday, credit cards, etc), how to set up online payments for clients to pay for the invoice, how to manually import statements to full bank reconciliation process guide with bank rules, short cuts and learning about what to do when errors occur.

  12. Finally - reporting, featuring bank reconciliation reporting, aged payable, profit and loss, balance sheet.

  13. BONUS- VAT/GST/Sales tax video and resources to help with returns on Xero and a general understanding of indirect taxation.

About Xero:

Founded in 2006 in New Zealand, Xero is one of the fastest-growing software as a service company globally. We lead New Zealand, Australian, and United Kingdom cloud accounting markets, employing a world-class team of more than

3,000+ people. Forbes identified Xero as the World’s Most Innovative Growth Company in 2014 and 2015. (source Xero website)

About me:

I have taught students since 2017 and I absolutely love to share my experience and knowledge.

I feel happy when students get jobs or open their own successful businesses after completing my course. I am grateful to have an opportunity to teach online.

I wish you best wishes on your journey and I hope to see you on my course!

Who is this course for?



Business Owners

Anyone who is interested in Xero online software


None, but best if you do register for online free version of Xero.

Career path

Bookkeeping, accounting

Questions and answers

Currently there are no Q&As for this course. Be the first to ask a question.


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What does study method mean?

Study method describes the format in which the course will be delivered. At 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.

What are CPD hours/points?

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, many of which can be completed online.

What is a ‘regulated qualification’?

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.

What is an ‘endorsed’ course?

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.