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Course Overview

This fully online course is designed to guide you through every step of using Xero for accounting purposes. Starting with the basics, you will learn how to set up and create your company, configure the system, and manage your customers and suppliers. The course explores more advanced topics like payroll management, VAT returns, CIS returns, and accruals. You’ll also gain hands-on experience in creating financial reports, preparing budgets, and managing cash flows. With modules on multicurrency features, payment services, and error correction, you’ll be well-equipped to use Xero for a wide range of accounting tasks.

Learning Outcomes

By the end of this course, you will:

Understand how to set up and create a company in Xero.
Be able to manage customers, suppliers, and fixed assets in the system.
Gain proficiency in handling bank payments, receipts, and reconciliation.
Learn how to manage payroll, journals, and VAT returns efficiently.
Understand how to handle accruals, prepayments, and depreciation journals.
Be able to prepare management reports, budgets, and cash flow statements.
Master the use of multicurrency features and payment services on Xero.
Learn how to use the App Marketplace for added functionality.
Understand how to correct errors in Xero and manage business credit cards.

Why Enrol in This Course?

Xero is an essential tool for businesses and accounting professionals, offering a range of features to streamline financial management. By enrolling in this CPD-accredited course, you will gain the skills and confidence to manage financial data in Xero, regardless of your business size or industry. Whether you’re new to Xero or looking to enhance your skills, this course will equip you with the expertise to navigate the software and handle complex financial tasks with ease.
What you gain:

A CPD-accredited certificate to boost your qualifications in accounting and bookkeeping.
A thorough understanding of Xero’s key features, including payroll, VAT, and bank reconciliation.
Knowledge in using Xero to manage financial records and reports.
Lifetime access to course materials for continuous professional development.

Who is This Course for?

This course is ideal for:

Aspiring Xero advisors and accountants looking to formalise their knowledge of Xero.
Business owners who want to manage their finances using Xero software.
Bookkeepers or payroll specialists seeking to enhance their accounting skills.
Anyone looking to pursue a career in accounting or bookkeeping using Xero.

Prerequisites for This Course

There are no formal prerequisites for the Xero Advisor Training course. It is suitable for beginners, business owners, and professionals looking to formalise their knowledge of Xero accounting software.

Certification

Upon completing the course and passing the final exam, you will receive a CPD QS Accredited Certificate from Apex Learning. This certification demonstrates your qualifications and skills. The Digital version of the certificate is available for a discounted price of £9.99 only, and you can order a hard copy of the certificate for a discounted price of £14.99 only.

📍Note: Discounted certificate pricing is available for a limited time only. Secure yours before the offer ends!

Career Path

Upon completing the Xero Advisor Training course, you will have the skills to pursue roles such as:

Xero Advisor: Provide expert advice and support for clients using Xero for accounting and financial management.
Average UK Salary: £28,000 – £45,000 per year.
Accountant: Use Xero for managing client accounts, preparing financial statements, and handling tax returns.
Average UK Salary: £30,000 – £50,000 per year.
Bookkeeper: Handle the day-to-day financial transactions of businesses using Xero software.
Average UK Salary: £20,000 – £30,000 per year.
Payroll Manager: Manage payroll for businesses, ensuring compliance with tax laws and regulations.
Average UK Salary: £30,000 – £45,000 per year.
Financial Controller: Oversee all financial activities within an organisation, using Xero for accurate reporting and decision-making.
Average UK Salary: £40,000 – £60,000 per year.

Xero Advisor Training | CPD Accredited Course Online – UK

Become an expert in Xero with the Xero Advisor Training course. CPD-accredited, this comprehensive course is perfect for accountants, bookkeepers, and business owners looking to master Xero, one of the world’s leading accounting software solutions. From setting up your company to managing payroll and preparing reports, this course covers everything you need to use Xero confidently and effectively.

Course Overview
This fully online course is designed to guide you through every step of using Xero for accounting purposes. Starting with the basics, you will learn how to set up and create your company, configure the system, and manage your customers and suppliers. The course explores more advanced topics like payroll management, VAT returns, CIS returns, and accruals. You’ll also gain hands-on experience in creating financial reports, preparing budgets, and managing cash flows. With modules on multicurrency features, payment services, and error correction, you’ll be well-equipped to use Xero for a wide range of accounting tasks.

Learning Outcomes

By the end of this course, you will:

Understand how to set up and create a company in Xero.
Be able to manage customers, suppliers, and fixed assets in the system.
Gain proficiency in handling bank payments, receipts, and reconciliation.
Learn how to manage payroll, journals, and VAT returns efficiently.
Understand how to handle accruals, prepayments, and depreciation journals.
Be able to prepare management reports, budgets, and cash flow statements.
Master the use of multicurrency features and payment services on Xero.
Learn how to use the App Marketplace for added functionality.
Understand how to correct errors in Xero and manage business credit cards.

Why Enrol in This Course?

A CPD-accredited certificate to boost your qualifications in accounting and bookkeeping.
A thorough understanding of Xero’s key features, including payroll, VAT, and bank reconciliation.
Knowledge in using Xero to manage financial records and reports.
Lifetime access to course materials for continuous professional development.

Who is This Course for?

This course is ideal for:

Aspiring Xero advisors and accountants looking to formalise their knowledge of Xero.
Business owners who want to manage their finances using Xero software.
Bookkeepers or payroll specialists seeking to enhance their accounting skills.
Anyone looking to pursue a career in accounting or bookkeeping using Xero.

Prerequisites

Assessment Method

Assessment for the course is conducted through an automated multiple-choice exam. A score of 60% is required to pass and earn the CPD Accredited Certificate. Reflective assignments are provided to enhance your learning, with expert tutor feedback available.

Certification

📍Note: Discounted certificate pricing is available for a limited time only. Secure yours before the offer ends!

Career Path

Upon completing the Xero Advisor Training course, you will have the skills to pursue roles such as:

Xero Advisor: Provide expert advice and support for clients using Xero for accounting and financial management.
Average UK Salary: £28,000 – £45,000 per year.
Accountant: Use Xero for managing client accounts, preparing financial statements, and handling tax returns.
Average UK Salary: £30,000 – £50,000 per year.
Bookkeeper: Handle the day-to-day financial transactions of businesses using Xero software.
Average UK Salary: £20,000 – £30,000 per year.
Payroll Manager: Manage payroll for businesses, ensuring compliance with tax laws and regulations.
Average UK Salary: £30,000 – £45,000 per year.
Financial Controller: Oversee all financial activities within an organisation, using Xero for accurate reporting and decision-making.
Average UK Salary: £40,000 – £60,000 per year.

Frequestly Asked Questions

What is Xero?

Xero is an online accounting software that helps businesses manage their finances, including invoicing, payroll, tax, and bank reconciliation.

Is this course suitable for beginners?

Yes, this course is designed for beginners and provides a comprehensive guide to setting up and using Xero from scratch.

What certification will I receive?

Upon successful completion, you will receive a CPD-accredited Xero Advisor Training certificate.

Can I study this course on mobile?

Yes, the course is fully accessible on mobile devices, allowing you to study at your convenience.

How do I purchase the course?

You can purchase the course directly through our website. Once your purchase is processed, you will gain immediate access to all course materials and can start learning right away.

Course Curriculum

Expand All

26 sections
52 lectures
00:00:00 total length

Expand all sections

Module 01: Getting Started

Setting up / Creating Company

00:15:00

Module 02: Setting up the System

Virtual Tour of Xero Accounts

00:13:00
Add Business Bank Accounts and Cash Account

00:10:00
Chart of Accounts and conversion balances

00:18:00
Creating/Deleting (Tracking categories)

00:05:00

Module 03: Customers and Suppliers

Setting up Customers and Suppliers (Apply default settings)

00:15:00
Create a Project

00:04:00
Entering Purchase (Supplier Invoice), Purchase Credit Note, Purchase Order

00:25:00
Entering Sales (Customer Invoice), Sales Credit Note, Sales Order

00:16:00