Bookkeeping Course For Business Owners
Introduction to Xero
This beginner-friendly course is designed to help you confidently manage your business finances using Xero. Learn how to set up your account, create and track invoices, reconcile bank transactions, manage expenses, and monitor cash flow with ease. Discover time-saving features such as bank rules and the Xero mobile app to streamline your daily tasks. Perfect for business owners and new bookkeepers, this course focuses on essential bookkeeping activities to help you stay organised and in control of your finances!
Course Curriculum
Introduction to the course
Section 1. Introduction to Xero
Lesson 1 - What is Xero
What is Xero?
Lesson 3 - Dashboard
In this lesson, you will explore the Xero dashboard and learn to navigate its key features.
Lesson 4 - Chart of accounts
In this lesson, I will show you where to find the Chart of Accounts and how to edit it.
Section 2. Customers and Suppliers
Lesson 5 - Customer's management
In this lesson, you'll learn how to set up and edit customer records, access client details like past invoices, and manage outstanding payments.
Lesson 6 - Supplier's management
In this lesson I will show you how to add and manage your suppliers. I will also show you how to use the "smart lists" feature to quickly filter through your contacts.
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