Xero Accounting Software – Beginner to Intermediate Training Course

Share this course

Duration

2 Days

Course Overview

This hands-on professional course is designed for users new to Xero or those looking to solidify their foundational skills. It covers all the core functionalities — from setting up a company, managing invoices and bills, to bank reconciliation and generating basic reports. The training course blends practical software navigation with real-world accounting workflows to ensure participants leave with full confidence in managing day-to-day finances using Xero.

Format of Training

Live Xero platform walkthroughs and guided practice
Sample data exercises simulating real business scenarios
Hands-on invoice creation, bank feed, and reconciliation tasks
Interactive quizzes and summary check-ins

Course Objectives

Set up a business account and configure chart of accounts in Xero
Manage customer and supplier contacts
Create and send professional sales invoices and purchase bills
Perform bank reconciliations using imported transactions
Track GST/VAT and understand tax reporting in Xero
Generate basic financial reports for business tracking
Confidently navigate the Xero dashboard and key functions

Prerequisites

No prior experience with Xero required
Basic knowledge of accounting terms is helpful but not necessary
Suitable for business owners, admin staff, finance assistants, and freelancers
Open attitude for feedback and improvement during role-play scenarios.

Course Outline

Day 1: Getting Started with Xero – Foundations and Core Transactions

Session 1: Introduction to Xero and Account Setup

Overview of Xero interface and navigation
Creating a new organization in Xero
Setting up the chart of accounts and company settings

Session 2: Contacts and Sales Invoicing

Adding and organizing customer contacts
Creating sales invoices and credit notes
Setting due dates, payment terms, and recurring invoices
Emailing and tracking unpaid invoices

Session 3: Bills and Supplier Management

Entering purchase bills and receipts
Supplier credit notes and recurring bills
Expense categorization and approval workflows

Day 2: Banking, Taxes, and Reporting in Xero

Session 1: Bank Feeds and Reconciliation

Connecting bank accounts and importing transactions
Matching transactions and reconciling daily activity
Dealing with unmatched or split transactions

Session 2: Taxes and Compliance Essentials

Setting up VAT/GST settings in Xero
Applying tax rates to invoices and bills
Viewing tax reports and preparing for filing

Session 3: Financial Reporting and Period-End Checks

Generating profit & loss and balance sheet reports
Reviewing aged receivables and payables
Customizing reports and exporting to PDF/Excel
End-of-month checklist for finance teams

Bespoke Option

We are open to customizing this program to align with your specific learning objectives. If your team has particular goals or areas they wish to focus on, we would be happy to tailor the course outline to meet those needs and ensure the program supports the achievement of your desired outcomes.

Need help with the right course to choose?

support@skillvotech.com

Explore more opportunities

Xero Accounting Software – Beginner to Intermediate Training Course

Xero Payroll Management and Compliance Essentials Training Course

Advanced Xero Reporting and Financial Analysis Training Course

Xero for Small Business Owners and Freelancers Training Course

Xero for Bookkeepers: Daily Operations and Best Practices Training Course