top of page

Xero Training


As happy as we are to provide Bookkeeping services to our clients, sometimes they would like to know how to use Xero themselves or maybe they've outgrown our services and would like to have a member of staff trained to use the software, so for this reason we offer Xero Training sessions.

Once you've completed these, you will be able to complete the Xero certification.


During these sessions we cover the basics and show you how to do the following;

Stage 1

  • Generating Customers Invoices

  • Compiling & Sending Customer Statements

  • Creating Account names, Numbers & Bank Payments

  • Financials

  • Bank Reconciliations

  • Generating Product Invoices & Credit Notes

  • VAT Changes

  • Creating Customer Receipts & Purchase Invoices

  • Supplier Payments

  • Monitoring Customer Activity

  • Generating Reports & Information

Stage 2

  • Creating supplier records

  • Using Tracking categories

  • Creating Mortgages within Xero

  • Checking data

  • Generating customer records

  • Performing routine reports

  • Summary of the XERO course

  • Registering supplier invoices

  • Fixing opening assets, liabilities, and capital balances

  • Preparing printing a trial balance, and listing opening balances

  • Posting error corrections and amending records and checking communication history

  • Banking, payments, producing statements, and petty cash

  • Reconciling debtors, creditors, audit trails, and correcting basic entry errors

  • Invoicing, generating customer letters, introducing new products, 

  • Preparing journals

  • Creating sales credit entries

  • Verifying Audit Trail

  • Writing-off bad debts

  • Purchase orders and processing sales orders

  • Processing Trial Balance

  • Creating Backups

Individual Training

One on One training either in person or via Zoom, where we cover all of the items in Stage 1.*


From £140+VAT

(3 Hour Session)

*Additional training can be purchased for Stage 2.

Group Training

Group Training for up to 6 Members of staff either via Zoom or delivered in person at your offices.

From £429+VAT

(4 Hour Session)

Group Training Plus

Group Training for up to 12 Members of staff either via Zoom or delivered in person at your offices.

From £739+VAT

(6 Hour Session)

To enquire about our Xero Training, please complete your details below and click submit.

Thank you for enquiring about our Xero training. A member of the team will be in contact shortly.

bottom of page