Certificate in Xero Basic
Grasp the fundamentals of this cloud-based software with the Certificate in Xero Basic for easy entry into the global accounting industry.
Course Information
Grasp the fundamentals of this cloud-based accounting software for an easy in into the industry with this Xero course.
- Discover the role Xero plays in business success
- Command the software with a firm grasp on accounts payables and accounts receivables
- Leverage Xero to establish and maintain organisations and reconcile reports (including running and logging BAS)
Who should enrol?
Bookkeepers, accountants, or business professionals using, or considering using Xero to grow their careers.
- Individuals interested in pursuing an accounting or bookkeeping profession
- Business professionals who want to expand their accounting software skills
Details
Price: $399 or $38.00/week over 12 weeks
Course Duration
Approximately 10 hours to complete
Access Time
6 months from enrolment
We’re ready when you are
Start any time with flexible learning hours and fully remote modules
Ab² students enjoy:
- Deep industry connections to future-proof your career
- Course development and teaching by real-world industry leaders, not academics
- Unrivalled student support by specialists who only serve the accounting industry
- Free student membership with accounting and bookkeeping industry bodies
- 100% flexible – Study online, anytime, anywhere, on any device
Course Modules
Our course has been custom-built by industry experts with decades of real-world, practical experience and knowledge. This will give you top-notch skills and understanding, making you job-ready the moment you graduate.
Welcome to XERO Basics! In this course, you will be learning about an introduction to Xero, including an overview of Xero HQ, My Xero, adding new staff to the practice and client and an introduction to the Xero App Store.
- Meet Your Xero Guru
- INTRODUCTION TO XERO
- Creating an Organisation and Choosing the Correct Xero Product
- Overview of Xero HQ
- Overview of My Xero
- Adding New Staff to the Practice and Client
- Introduction to Xero Add-ons in the App Store
Welcome to XERO Basics! In this course, you will be learning about how to set up a company file. This includes setting up a company file as an advisor, organisation information and company financial settings, invoice settings, payment services and invoice reminders, chart of accounts using Xero chart of accounts and understanding the Xero dashboard.
- Setting Up a Company File as an Advisor
- Organisation Information and Company Financial Settings
- Invoice Settings, Payment Services and Invoice Reminders
- I. Chart of Accounts (Using Xero Chart of Accounts)
- II. Chart of Accounts (Exporting and Importing Chart of Accounts and Conversion Balances)
- Connecting a Bank Feed and Importing a Bank Statement
- Importing, Exporting and Managing Contacts
- Set Up Products and Services
- Understanding the Xero Dashboard
Welcome to XERO Basics! In this course, you will be learning about sales and invoicing including an overview about it, invoices, credit notes, voiding and copying, purchase orders, bills, credit notes, purchases overview and creating a quote and converting it into an invoice.
- Sales and Invoicing Overview
- Creating a Quote and Converting it to an Invoice
- Invoices, Credit Notes, Voiding and Copying Invoices, Repeating Invoices and Customer Statements
- Purchases Overview and Bill Stages
- Purchase Orders, Bills, Credit Notes, Repeating Bills, Batch Payments and Sending Remittances
Welcome to XERO Basics! In this course, you will be learning about how to reconcile bank accounts and complete bank reconciliation including troubleshooting.
- Reconciling the Bank Account
- Completing a Bank Reconciliation Report and Troubleshooting
Welcome to XERO BAS: Setting Up BAS! In this module, you will learn how to set up a business activity statement in Xero, the different settings, how to review if the client is lodging the BAS, and how to review the BAS without connecting.
- Setting Up BAS
- Finalising a BAS
Welcome to XERO Reporting! In this module, you will learn how to customise, edit, export, and publish reports. As well as gather reports at the end of each financial year.
You will also learn where to go for a business snapshot and also for the cash flow performance projection on Xero. You will also learn how to pick up your ratios and add them to the business performance on your dashboard.
- Reporting
- Analytics and Ratios
Ready to take the course?
Have questions?
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Complete the form below if you want to schedule a consultation or if you have any questions about the course. Our student experience team is here to help.
