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

Training Express Ltd

Digital certificate

Digital certificate - Included

Hard copy certificate

Hard copy certificate - Included

Reed Courses Certificate of Completion

Digital certificate - Included

QLS Endorsed Certificate

Hard copy certificate - £69

Multiple Choice Question (MCQ)/Assingment

Included in course price

• Introduction 00:36

  • 1: Xero, Quickbooks, Sage 50 Bookkeeping 00:36

• 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 02:49

  • 4: Intro to your tutor and Xero course 02:49

• Getting Started 14:45

  • 5: Setting up / Creating Company 14:45

• Setting up of the System 45:57

  • 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

• Customers and Suppliers 59:19

  • 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

• Fixed Assets 12:17

  • 14: Entering Fixed Assets (Asset Register) 09:09
  • 15: Inventory 03:08

• Bank Payments and Receipts 31:53

  • 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

• Petty Cash 16:46

  • 21: Petty Cash 16:46

• Bank Reconciliation 17:00

  • 22: Bank Reconciliation 17:00

• Business Credit Card Account 12:27

  • 23: Business Credit Card Account 12:27

• Aged Reports 05:07

  • 24: Aged Reports 05:07

• Payroll and Journals 13:00

  • 25: Payroll and Journals 13:00

• Vat Return 12:48

  • 26: Vat Return 12:48

• Correction of Error 06:47

  • 27: Correction of Error 06:47

• Xero Accounting Software Advanced 1:12:26

  • 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

• CPD Certificate & Transcript 03:00

  • 38: Leave a Review 01:00
  • 39: CPD Certificate & Transcript 01:00
  • 40: Get Your QLS Endorsed Certificate 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

Diploma in 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 QS accredited, 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 £3.99).

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