Master how to use one of the best accounting softwares for start-ups and SaaS businesses. Xero accounting is a cloud-based software that will automate and streamline your financial needs so you can focus on growing your business.
In this video course, Xero expert Simon Gawn will take you through how to set up your Xero account, navigate the dashboard and manage everything from invoices and bank reconciliations to payroll and fiscal reports.
Step into the world of modern financial management to support and simplify your company’s accounting.
Requirements
International Open Academy courses are designed for anyone with an interest in learning. No formal qualifications are required to study with us. Our courses are suitable if you want to learn new skills, start a new career, or if you’re already working in a particular industry and wish to upgrade your talents and enhance your resume.
Module 1: Getting Started With Xero
- Meet your tutor, accountant and Xero expert, Simon Gawn
- Course overview and first steps
- Setting up your company
- Your Xero dashboard
- Chart of accounts
- Your products and services
- Branding your invoices
Module 2: Invoices, Bills, And Expenses
- Adding a sales invoice
- Adding bills to pay
- Credit notes
- Other features on bills and invoices
- Expense claims
Module 3: Bank Accounts
- Introduction to bank accounts
- Bank reconciliation - Matching
- Bank reconciliation - Transfers
- Bank reconciliation - Create transactions
- Bank rules
- Cash coding
Module 4: Payroll, Other Features And Settings
- Setting up payroll with Gusto
- Find and replace function
- Manual Journals
- Budget manager
- Fixed assets and depreciation
- Multi-currency
Module 5: Reports
- Reports overview
- Running and publishing reports
- Custom reports
- Tracking
Who is this course for?
- Online sellers, entrepreneurs and business owners who want to streamline and automate their accounting
- Anyone thinking of working with the software or who wants to apply for jobs where you need to use Xero
- Accountants and bookkeepers who want to offer Xero services to their clients
- Finance officers and payroll officers who can see the advantages of using a cloud-based accounting service which can be shared throughout the organization
Career path
- Existing employees in the accounting industry could earn a promotion or raise by increasing their skills and knowledge
- Confidently do the books and accounting for your own business
- Help other businesses or entrepreneurs set up and work with Xero
You will be required to complete each lesson in full, and answer exams at the end of each course module. If your pass rate exceeds 55% on each exam then you are eligible to access a certificate of achievement or other accreditation options to recognize your achievement.
Most of our courses will earn you credits through Continuing Education (CE) / Continuing Professional Development (CPD). CE/CPD points are accepted and recognized by professional member bodies and academic institutions across the US and internationally.
All courses are accredited by the International Council for Online Educational Standards (www.icoes.org) and the The International Association of Private Career Colleges (www.iapcc.org). When successfully completing a course, students can choose to purchase an ICOES certificate that recognizes the achievement, from this third-party institution.
Simon Gawn
Expertise: Bookkeeping
Simon Gawn is a bookkeeper who started in the accounting industry in 2008. Having worked in two accountancy practices, he is now a freelancer and over the years he has assisted well over 100 small and medium businesses, as well as sole traders, with clients ranging from consultants and caterers to creative studios and construction companies. This experience has led to his expertise in cloud accounting software including Xero and Quickbooks, for which Simon has both undertaken and delivered training.
Master how to use one of the best accounting softwares for start-ups and SaaS businesses. Xero accounting is a cloud-based software that will automate and streamline your financial needs so you can focus on growing your business.
In this video course, Xero expert Simon Gawn will take you through how to set up your Xero account, navigate the dashboard and manage everything from invoices and bank reconciliations to payroll and fiscal reports.
Step into the world of modern financial management to support and simplify your company’s accounting.
Requirements
International Open Academy courses are designed for anyone with an interest in learning. No formal qualifications are required to study with us. Our courses are suitable if you want to learn new skills, start a new career, or if you’re already working in a particular industry and wish to upgrade your talents and enhance your resume.
Module 1: Getting Started With Xero
- Meet your tutor, accountant and Xero expert, Simon Gawn
- Course overview and first steps
- Setting up your company
- Your Xero dashboard
- Chart of accounts
- Your products and services
- Branding your invoices
Module 2: Invoices, Bills, And Expenses
- Adding a sales invoice
- Adding bills to pay
- Credit notes
- Other features on bills and invoices
- Expense claims
Module 3: Bank Accounts
- Introduction to bank accounts
- Bank reconciliation - Matching
- Bank reconciliation - Transfers
- Bank reconciliation - Create transactions
- Bank rules
- Cash coding
Module 4: Payroll, Other Features And Settings
- Setting up payroll with Gusto
- Find and replace function
- Manual Journals
- Budget manager
- Fixed assets and depreciation
- Multi-currency
Module 5: Reports
- Reports overview
- Running and publishing reports
- Custom reports
- Tracking
Who is this course for?
- Online sellers, entrepreneurs and business owners who want to streamline and automate their accounting
- Anyone thinking of working with the software or who wants to apply for jobs where you need to use Xero
- Accountants and bookkeepers who want to offer Xero services to their clients
- Finance officers and payroll officers who can see the advantages of using a cloud-based accounting service which can be shared throughout the organization
Career path
- Existing employees in the accounting industry could earn a promotion or raise by increasing their skills and knowledge
- Confidently do the books and accounting for your own business
- Help other businesses or entrepreneurs set up and work with Xero
Simon Gawn
Expertise: Bookkeeping
Simon Gawn is a bookkeeper who started in the accounting industry in 2008. Having worked in two accountancy practices, he is now a freelancer and over the years he has assisted well over 100 small and medium businesses, as well as sole traders, with clients ranging from consultants and caterers to creative studios and construction companies. This experience has led to his expertise in cloud accounting software including Xero and Quickbooks, for which Simon has both undertaken and delivered training.