Xero, Quickbooks, Sage 50 Bookkeeping with Accounting and Finance for Tax, Payroll & VAT

Training Express Ltd

Multiple Choice Question (MCQ)/Assingment

Included in course price

• Course 01: Introduction Xero Accounting 01:35

  • 1: Introduction Preview 01:35

• Demo Company Account Process 01:00

  • 2: Demo Company Account Creation Process 01:00

• Xero Accounts Course book 34:00

  • 3: Xero Accounts Course book 34:00

• Xero Accounting Complete Course - Beginner, Intermediate & Advanced 4:10:55

  • 4: Intro to your tutor and Xero course 02:49
  • 5: Setting up / Creating Company 14:45
  • 6: Virtual Tour of Xero Accounts 13:29
  • 7: Add Business Bank Accounts and Cash Account 10:11
  • 8: Chart of Accounts and conversion balances 17:28
  • 9: Creating/Deleting (Tracking categories) 04:49
  • 10: Setting up Customers and Suppliers (Apply default settings) 14:29
  • 11: Create a Project 03:48
  • 12: Entering Purchase (Supplier Invoice), Purchase Credit Note, Purchase Order 25:09
  • 13: Entering Sales (Customer Invoice), Sales Credit Note, Sales Order 15:53
  • 14: Entering Fixed Assets (Asset Register) 09:09
  • 15: Inventory 03:08
  • 16: Bank Feed or Import a Statement 10:37
  • 17: Entering Bank Payments, Bank Receipts 05:35
  • 18: Internal Bank Transfer/Petty Cash Transfer/CC Payment 04:31
  • 19: Adding Repeating bill (DD/STO etc.) 07:37
  • 20: Cash Coding 03:33
  • 21: Petty Cash 16:46
  • 22: Bank Reconciliation 17:00
  • 23: Business Credit Card Account 12:27
  • 24: Aged Reports 05:07
  • 25: Payroll and Journals 13:00
  • 26: Vat Return 12:48
  • 27: Correction of Error 06:47

• Xero Accounting Software Advanced 1:15:26

  • 28: Accrued Income and Deferred Income 09:49
  • 29: Depreciation Journal 07:32
  • 30: Management Reports 11:37
  • 31: Preparation of Budget 07:14
  • 32: Cash Flow 05:40
  • 33: Payment Services on Xero 05:44
  • 34: Bank Rules 08:02
  • 35: Multicurrency on Xero 05:03
  • 36: App Marketplace 03:40
  • 37: Introduction of Resources during Covid-19 08:05
  • 38: Leave a Review 01:00
  • 39: CPD Certificate & Transcript 01:00
  • 40: Get Your QLS Endorsed Certificate 01:00

• Courses 02: Sage 50 Accounting 4:59:52

  • 41: Sage-50-Cloud-Accounts-Coursebook-1 22:00
  • 42: Introduction and TASK 1 17:25
  • 43: TASK 2 Setting up the System 22:41
  • 44: TASK 3 a Setting up Customers and Suppliers 17:19
  • 45: TASK 3 b Creating Projects 05:23
  • 46: TASK 3 c Supplier Invoice and Credit Note 13:26
  • 47: TASK 3 d Customer Invoice and Credit Note-PNG 10:13
  • 48: TASK 4 Fixed Assets_2 08:09
  • 49: TASK 5 a and b Bank Payment and Transfe 29:42
  • 50: TASK 5 c and d Supplier and Customer Payments and DD STO 18:24
  • 51: TASK 6 Petty Cash 11:13
  • 52: TASK 7 a Bank Reconnciliation Current Account 16:56
  • 53: TASK 7 b Bank Reconciliation Petty Cash 09:24
  • 54: TASK 7 c Reconciliation of Credit Card Account 15:35
  • 55: TASK 8 Aged Reports 13:15
  • 56: TASK 9 a Payroll 06:42
  • 57: TASK 10 Value Added Tax - Vat Return 11:49
  • 58: Task 11 Entering opening balances on Sage 50 13:16
  • 59: TASK 12 a Year end journals - Depre journal 05:25
  • 60: TASK 12 b Prepayment and Deferred Income Journals 07:50
  • 61: TASK 13 a Budget 05:11
  • 62: TASK 13 b Intro to Cash flow and Sage Report Design 07:58
  • 63: TASK 13 c Preparation of Accountants Report & correcting Errors (1) 09:36
  • 64: CPD Certificate & Transcript 01:00

• Courses 03: Sage 50 Payroll 3:42:16

  • 65: Payroll Basics 09:47
  • 66: Company Settings 07:39
  • 67: Legislation Settings 07:10
  • 68: Pension Scheme Basics 05:37
  • 69: Pay Elements 13:59
  • 70: The Processing Date 07:06
  • 71: Adding Existing Employees 08:06
  • 72: Adding New Employees 12:12
  • 73: Payroll Processing Basics 11:20
  • 74: Entering Payments 11:31
  • 75: Pre-Update Reports 08:42
  • 76: Updating Records 08:43
  • 77: e-Submissions Basics 08:43
  • 78: Process Payroll (November) 15:46
  • 79: Employee Records and Reports 13:15
  • 80: Editing Employee Records 06:58
  • 81: Process Payroll (December) 12:17
  • 82: Resetting Payments 05:08
  • 83: Quick SSP 09:37
  • 84: An Employee Leaves 13:15
  • 85: Final Payroll Run 07:15
  • 86: Reports and Historical Data 08:16
  • 87: Year-End Procedures 08:54
  • 88: CPD Certificate & Transcript 01:00

• Courses 04: Accounting and Finance Level 5 4:12:01

  • 89: Introduction to Accounting 08:41
  • 90: The Role of an Accountant 09:17
  • 91: Accounting Concepts and Standards 12:39
  • 92: Double-Entry Bookkeeping 12:08
  • 93: Balance Sheet 11:39
  • 94: Income Statement 10:41
  • 95: Financial Statements 13:38
  • 96: Cash Flow Statements 09:43
  • 97: Understanding Profit and Loss Statement 09:53
  • 98: Financial Budgeting and Planning 14:59
  • 99: Auditing 08:57
  • 100: Introduction to Finance 14:42
  • 101: Essential Skills for Financial Advisors 19:04
  • 102: Financial Planning 23:00
  • 103: Private Wealth Management and Making Personal Financial Statements 09:32
  • 104: Financial Risk Management and Assessment 17:51
  • 105: Investment Planning 14:41
  • 106: Divorce Planning 15:03
  • 107: Google Analytics for Financial Advisor 14:53
  • 108: CPD Certificate & Transcript 01:00

• Courses 05: Advanced Accounting & Bookkeeping 1:02:39

  • 109: 1 Introduction 01:10
  • 110: 2 Bookkeeping and Accounting 01:23
  • 111: 3 Assets, liabilities, owners_ equity and accounting equation 03:43
  • 112: 4 Revenues, expenses and expanded accounting equation 01:58
  • 113: 5 Transactions 01:42
  • 114: 6 Accounts 02:55
  • 115: 7 Accrual system 02:36
  • 116: 8 Double-entry system 03:06
  • 117: 9 Recording transactions 01:40
  • 118: 10 Purchase on credit 02:00
  • 119: 11 Cash purchase 01:02
  • 120: 12 Sale on credit 03:35
  • 121: 13 Cash sale 01:55
  • 122: 14 Unearned revenues 01:40
  • 123: 15 Prepaid expenses 01:42
  • 124: 16 Unrecorded expenses 03:35
  • 125: 17 Unrecorded revenues 02:02
  • 126: 18 Depreciation 02:34
  • 127: 19 Types of discounts 03:29
  • 128: 20 Discount allowed 03:34
  • 129: 21 Discount received 03:01
  • 130: Exercise 1 02:34
  • 131: Exercise 2 03:26
  • 132: Exercise 3 02:43
  • 133: Exercise 4 01:13
  • 134: Exercise 5 01:21
  • 135: CPD Certificate & Transcript 01:00

• Courses 06: QuickBooks 42:09

  • 136: Module 01: promo Preview 01:51
  • 137: Module 02 - first account connected 04:25
  • 138: Module 03 - receipts in inbox 01:24
  • 139: Module 04 - adding rules 02:01
  • 140: Module 05 - CReate an invoice 04:52
  • 141: Module 06 - home page details 02:39
  • 142: Module 07 - connect another account 04:38
  • 143: Module 08 - creating bank rules on 070 account 05:51
  • 144: Module 09 - amending the rules 01:26
  • 145: Module 10 - reports 02:42
  • 146: Module 11 - transaction adding - when not on the bank 01:17
  • 147: Module 12 - QBSE and QBO Interface 05:59
  • 148: Module 13 - conclusion 02:04
  • 149: CPD Certificate & Transcript 01:00

• Courses 07: Tax Accounting 2:49:15

  • 150: Module 01 Tax System and Administration in the UK 13:05
  • 151: Module 02 Tax on Individuals 12:07
  • 152: Module 03 National Insurance 08:22
  • 153: Module 04 How to Submit a Self-Assessment Tax Return 08:42
  • 154: Module 05 Fundamentals of Income Tax 16:28
  • 155: Module 06 Advanced Income Tax 20:43
  • 156: Module 07 Payee, Payroll and Wages 11:38
  • 157: Module 08 Capital Gain Tax 13:23
  • 158: Module 09 Value Added Tax 15:12
  • 159: Module 10 Import and Export 08:02
  • 160: Module 11 Corporation Tax 08:51
  • 161: Module 12 Inheritance Tax 13:00
  • 162: Module 13 Double Entry Accounting 04:59
  • 163: Module 14 Management Accounting and Financial Analysis 05:56
  • 164: Module 15 Career as a Tax Accountant in the UK 07:47
  • 165: CPD Certificate & Transcript 01:00

• Courses 08: Introduction to VAT 2:59:32

  • 166: Understanding VAT 14:56
  • 167: VAT Terminologyand Calculation 14:56
  • 168: VAT Taxable Persons 19:34
  • 169: VAT Registration 15:39
  • 170: VAT Rates 13:03
  • 171: Invoicing and Records 12:22
  • 172: VAT Application in Goods, Services and Vehicles 13:23
  • 173: Supply 15:58
  • 174: The VAT Return 09:31
  • 175: Tips on VAT Compliance 07:46
  • 176: VAT Exemptions and Zero-Rated VAT 14:03
  • 177: Miscellaneous VAT Issues and Penalties 15:54
  • 178: Making Tax Digital 11:27
  • 179: CPD Certificate & Transcript 01:00

• Courses 09: Payroll Management 2:55:37

  • 180: Payroll Management Basics 10:48
  • 181: Compensation 18:39
  • 182: Benefits and the Payroll Department 16:24
  • 183: Basic Functions of the Payroll Department 14:08
  • 184: Staffing the Payroll Department 22:24
  • 185: Creating a Payroll System 23:24
  • 186: Creating a Payroll System 2 23:17
  • 187: Employee Time Tracking 16:09
  • 188: Payroll Procedures and Controls 20:12
  • 189: Payroll Recordkeeping 09:12
  • 190: CPD Certificate & Transcript 01:00

• Courses 10: Financial Reporting 1:55:54

  • 191: Financial Reporting 15:15
  • 192: The Cash Flow Statement 15:29
  • 193: Credit Analysis 20:22
  • 194: The Balance Sheet 17:50
  • 195: Equity Analysis 12:17
  • 196: Ratio Analysis 15:51
  • 197: The Applications and Limitations of EBITDA 17:50
  • 198: CPD Certificate & Transcript 01:00

• Courses 11: Budgeting 1:48:19

  • 199: Module 01_ The Fundamentals of Finance 09:06
  • 200: Module 02_ The Basics of Budgeting & Parts of a Budget 08:10
  • 201: Module 03_ The Budgeting Process 10:14
  • 202: Module 04_ Budgeting Tips and Tricks & Crunching the Numbers 13:59
  • 203: Module 05_ Budget & Investment Opportunities 07:44
  • 204: Module 06_ Directing the Peerless Data Corporation 30:07
  • 205: Module 07_ Advanced Financial Strategies and Risk Management 27:59
  • 206: CPD Certificate & Transcript 01:00

• Courses 12: Purchase Ledger 1:19:23

  • 207: Introduction to Purchase Ledger 08:15
  • 208: Importance ofPurchase Ledger 08:12
  • 209: Skills for Purchase Ledger Management 09:48
  • 210: Purchase Ledger Control Account 07:23
  • 211: Managing Purchase Ledger Successfully 17:10
  • 212: Reconciliation 13:04
  • 213: The Key to a PaperlessPurchase Ledger World 14:31
  • 214: CPD Certificate & Transcript 01:00

Course Curriculum

Xero Accounting Software Complete Course - Beginner, Intermediate & Advanced

• Getting Started
• Setting up of the System
• Customers and Suppliers
• Fixed Assets
• Bank Payments and Receipts
• Petty Cash
• Bank Reconciliation
• Business Credit Card Account
• Aged Reports
• Payroll and Journals
• Vat Return
• Correction of Error
• Xero Accounting Software Advanced

Award in Accounting & Bookkeeping Level 2

• Section 01: Introduction
• Section 02: Basic Accounting Terms
• Section 03: Common Transactions
• Section 04: Practice
• Assignment

Sage 50 Accounting - Payroll and Bookkeeping

Sage 50 Accounts

• Sage 50 Bookkeeper – Coursebook
• Introduction and TASK 1
• TASK 2 Setting up the System
• TASK 3 a Setting up Customers and Suppliers
• TASK 3 b Creating Projects
• TASK 3 c Supplier Invoice and Credit Note
• TASK 3 d Customer Invoice and Credit Note
• TASK 4 Fixed Assets
• TASK 5 a and b Bank Payment and Transfer
• TASK 5 c and d Supplier and Customer Payments and DD STO
• TASK 6 Petty Cash
• TASK 7 a Bank Reconnciliation Current Account
• TASK 7 b Bank Reconciliation Petty Cash
• TASK 7 c Reconciliation of Credit Card Account
• TASK 8 Aged Reports
• TASK 9 a Payroll
• 9 b Payroll Journal
• TASK 10 Value Added Tax – Vat Return
• Task 11 Entering opening balances on Sage 50
• TASK 12 a Year end journals – Depre journal
• TASK 12 b Prepayment and Deferred Income Journals
• TASK 13 a Budget
• TASK 13 b Intro to Cash flow and Sage Report Design
• TASK 13 c Preparation of Accountants Report & correcting Errors (1)

Sage 50 Payroll

• Payroll Basics
• Company Settings
• Legislation Settings
• Pension Scheme Basics
• Pay Elements
• The Processing Date
• Adding Existing Employees
• Adding New Employees
• Payroll Processing Basics
• Entering Payments
• Pre-Update Reports
• Updating Records
• e-Submissions Basics
• Process Payroll (November)
• Employee Records and Reports
• Editing Employee Records
• Process Payroll (December)
• Resetting Payments
• Quick SSP
• An Employee Leaves
• Final Payroll Run
• Reports and Historical Data
• Year-End Procedures

Accounting and Finance Level 5

• Fundamentals of Financial Accounting
• Module 01: Introduction to Accounting
• Module 02: The Role of an Accountant
• Module 03: Accounting Concepts and Standards
• Module 04: Double-Entry Bookkeeping
• Module 05: Balance Sheet
• Module 06: Income statement
• Module 07: Financial statements
• Module 08: Cash Flow Statements
• Module 09: Understanding Profit and Loss Statement
• Module 10: Financial Budgeting and Planning
• Module 11: Auditing
• Finance & Investment
• Module 12: Introduction to Finance
• Module 13: Essential Skill for Financial Advisor
• Module 14: Financial Planning
• Module 15: Wealth Management and Guide to Make Personal Financial Statements
• Module 16: Financial Risk Management and Assessment
• Module 17: Investment Planning
• Module 18: Divorce Planning
• Module 19: Google Analytics for Financial Advisors

QuickBooks

• Module 01: Introduction
• Module 02: First Account Connected
• Module 03: Receipts in Inbox
• Module 04: Adding Rules
• Module 05: Create an Invoice
• Module 06: Home Page Details
• Module 07: Connect another Account
• Module 08: Creating Bank Rule on 070 Account
• Module 09: Amending the Rules
• Module 10: Reports
• Module 11: Transaction Adding- When Not on the Bank
• Module 12: QBSE and QBO Interface
• Module 13: Conclusion

Tax Accounting

• Module 01: Tax System and Administration in the UK
• Module 02: Tax on Individuals
• Module 03: National Insurance
• Module 04: How to Submit a Self-Assessment Tax Return
• Module 05: Fundamentals of Income Tax
• Module 06: Advanced Income Tax
• Module 07: Payee, Payroll and Wages
• Module 08: Capital Gain Tax
• Module 09: Value Added Tax
• Module 10: Import and Export
• Module 11: Corporation Tax
• Module 12: Inheritance Tax
• Module 13: Double Entry Accounting
• Module 14: Management Accounting and Financial Analysis
• Module 15: Career as a Tax Accountant in the UK

Introduction to VAT

• Module 01: Understanding VAT
• Module 02: VAT Terminology and Calculation
• Module 03: VAT Taxable Persons
• Module 04: VAT Registration
• Module 05: VAT Rates
• Module 06: Invoicing and Records
• Module 07: VAT Application in Goods, Services and Vehicles
• Module 08: Supply
• Module 09: The VAT Return
• Module 10: Tips on VAT Compliance
• Module 11: VAT Exemptions and Zero-Rated VAT
• Module 12: Miscellaneous VAT Issues and Penalties
• Module 13: Making Tax Digital

Accreditation

All of our courses are fully CPD Certified, including this Xero Accounting Software Complete Course - Beginner, Intermediate & Advanced Course, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in the field.

Certification

Once you’ve successfully completed your Xero Accounting Software Complete Course - Beginner, Intermediate & Advanced Course, you will immediately be sent a digital certificate. Also, you can have your printed certificate delivered by post (shipping cost £5.99).

This course is ideal for:

1. Small Business Owners – Looking to streamline their accounting processes and manage finances effectively using Xero.
2. Aspiring Accountants – Wanting to gain practical knowledge and become proficient in Xero for career growth in accounting or finance.
3. Accounting Professionals – Seeking to enhance their Xero skills and learn advanced features for better client management and reporting.
4. Entrepreneurs – Who want to take control of their business’s financial health with a user-friendly, cloud-based accounting tool.
5. Bookkeepers – Eager to expand their knowledge of Xero to offer more comprehensive services to clients or businesses.

Whether you're starting from scratch or looking to advance your accounting expertise, this course will equip you with the skills to excel with Xero.

This Xero Accounting and Bookkeeping course is perfect for anyone looking to master Xero software, including Aspiring Accountants, Bookkeepers, Payroll Officers, Finance Assistants, Small Business Owners, Business Managers, and those responsible for managing business accounts using Xero. It's also suitable for those seeking to enhance their CV with practical Xero training experience.

Please note: This Xero Accounting course is not a regulated qualification. If you're looking for a recognised certification, you may consider one of the following:

• AAT Level 2 Foundation Certificate in Accounting (Xero)

• AAT Level 3 Advanced Diploma in Accounting (Xero)

• IAB Level 2 Certificate in Bookkeeping (Xero)

• Level 3 Certificate in Xero Bookkeeping and Payroll

• Level 3 Certificate in Computerised Accounting using Xero

• RQF Certificate in Financial Accounting (Xero)

• Level 4 Diploma in Xero Accounting and Finance

• No Prior Accounting Experience Needed – This course is designed for beginners, so no prior knowledge of accounting or Xero is required.
• Access to a Computer or Tablet – A device with an internet connection to access the online course and Xero software.
• Xero Account – You’ll need to create a Xero account (a free trial is available) to practice using the software during the course.
• Basic Computer Skills – Familiarity with navigating websites, using software, and handling digital documents.
• Motivation to Learn – A commitment to following through with the course material and practicing what you’ve learned to become proficient in Xero.

• Small Business Accountant
• Bookkeeper
• Financial Analyst
• Payroll Specialist
• Management Accountant
• VAT Consultant
• Xero Advisor or Consultant
• Financial Controller