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Automate everyday business tasks with Xero, an HMRC-recognised easy-to-use Accounting software. This course will guide you on handling invoices and sales, bills and purchases, bank accounts, inventory, fixed assets, payroll, and VAT returns, both manual and digital, to HMRC.

Course Instructor

7 hours, 26 minutes

Last updated

November 1, 2023



£55.00 inc. VAT

More about the course

What is Xero?

Xero accounting software is a cloud-based platform that offers a variety of accounting and bookkeeping features for businesses. It allows users to manage financial transactions, track expenses, create and send invoices, reconcile bank accounts, and generate financial reports. Xero has gained significant popularity in the market due to its user-friendly interface, extensive functionality, and seamless integration with other business applications. The software's ease of use and accessibility from any device with an internet connection has contributed to its growing demand among small to medium-sized businesses and accounting professionals.   Mark Cunningham has put together online training on essential Accounting & Bookkeeping tools to use Xero in the UK for any business.   The course demonstrates the setup and configuration of the Xero accounting software, specifically tailored to the UK market. Mark has expanded to managing invoices and sales, handling bills and purchases, bank account reconciliation, managing products and services (inventory), dealing with fixed assets, understanding the payroll system, and preparing VAT  returns in Xero. **Please note that this course uses the UK version of Xero **

You will be able to do the following after completing this course:

  • To sign-up for the application as a company
  • Set up and configure the accounting application for businesses
  • Set up users, VAT tax rates, Charts or accounts and other Financial settings
  • Post customer invoices and credit notes to the sales ledger in the application
  • Post supplier invoices and credit notes to the purchase ledger in Xero
  • Record the supplier cheques and record the customer receipts using the software
  • Post petty cash transactions
  • The VAT return in Xero to HMRC
  • Post the wages journal in the application
  • Post adjustments to the accounts and produce month-end reports
  • Manage the payroll to pay the employees from the application without using any external software

Who is this course on Xero Accounting and Bookkeeping beneficial to?

The Xero UK - Accounting & Bookkeeping Essentials Course benefits many individuals and businesses. Here are some groups that can benefit from this course:
  1. Small Business Owners: If you own a small business, this course can help you gain the necessary skills to manage your financial transactions efficiently using Xero. You'll learn how to create and send invoices, track expenses, reconcile bank accounts, and generate financial reports, enabling you to have better control over your business's financial health.
  2. Aspiring Bookkeepers: If you're looking to start a career in bookkeeping or accounting, this course can provide you with a solid foundation in using Xero. You'll learn how to navigate the software, perform essential bookkeeping tasks, and gain hands-on experience that can enhance your job prospects in the field.
  3. Existing Bookkeepers and Accountants: If you're already working as a bookkeeper or accountant, learning Xero can be a valuable addition to your skill set. Businesses widely use Xero, and being proficient in its functionalities can make you more marketable and efficient in your role. The course covers various aspects of Xero, ensuring you comprehensively understand its features.
  4. Professionals Seeking Continuing Professional Development (CPD): For professionals in the accounting and finance industry, continuing professional development is crucial. This course can serve as a CPD resource, allowing you to enhance your knowledge and skills in using Xero, a popular and widely used accounting software in the UK.
  5. Individuals Handling Financial Responsibilities: If you have personal financial responsibilities or manage the finances of a nonprofit organization, club, or society, this course can equip you with the necessary knowledge to effectively manage your financial records using Xero. You'll learn how to track income and expenses, reconcile bank accounts, and generate financial reports.

Why Choose this Xero Accounting and Bookkeeping course?

  • Accredited by CPD Developed and delivered by Mark Cunnigham - dedicated Teacher | Accountant | Bookkeeper | Entrepreneur
  • Get Instant E-certificate
  • Fully online
  • Self-paced learning and laptop, tablet, and smartphone-friendly
  • 24/7 Course Support

Career prospect of this course:

Completing the Xero UK - Accounting & Bookkeeping Essentials Course can open up various job prospects for individuals in accounting and bookkeeping. Here are some potential job roles and career paths that can be pursued after completing the course:
  1. Bookkeeper: With the knowledge and skills gained from the course, you can pursue a career as a bookkeeper. Bookkeepers are responsible for recording financial transactions, managing accounts, reconciling bank statements, and generating financial reports. Proficiency in using Xero can make you an attractive candidate for bookkeeping positions, primarily in organizations that utilize Xero for their accounting needs.
  2. Accounts Assistant: Many small and large businesses employ accounts assistants to support their financial operations. As an accounts assistant, you may be responsible for processing invoices, managing accounts receivable and payable, reconciling accounts, and assisting with financial reporting. The course equips you with the necessary skills to excel in such roles, mainly when Xero is the chosen accounting software.
  3. Small Business Accountant: Small businesses often seek accountants or financial professionals who can manage their financial records and provide guidance on tax-related matters. By completing the course and demonstrating proficiency in Xero, you can position yourself as a knowledgeable resource for small businesses needing accounting services. You can assist with setting up Xero, managing financial transactions, preparing financial statements, and offering strategic financial advice.
  4. Freelance Bookkeeper: The flexibility and convenience of freelance bookkeeping can be an appealing career choice. You can establish yourself as a freelance bookkeeper by showcasing your expertise in Xero through the course. You can work with multiple clients, providing bookkeeping services remotely or on-site, depending on the client's needs. Xero's cloud-based nature facilitates collaboration and makes working with clients from various locations easier.
  5. Accounting Software Trainer: As you become proficient in using Xero through the course, you can explore opportunities to train others on utilising the software effectively. Many organizations, training institutes, or consultancy firms require experts who can deliver training sessions or workshops on accounting software like Xero. Your comprehensive understanding of Xero's functionalities and hands-on experience gained from the course can make you a desirable candidate for such roles.

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Course Content

    • Introduction – Xero UK for Beginners FREE 00:03:00
    • Introduction – Getting Started 00:01:00
    • Signing up to Xero 00:04:00
    • Quick Tour of Xero 00:12:00
    • Initial Xero Settings 00:14:00
    • Chart of Accounts 00:14:00
    • Adding a Bank Account 00:08:00
    • Demo Company 00:04:00
    • Tracking Categories 00:07:00
    • Contacts 00:12:00
    • Introduction – Invoices and Sales 00:02:00
    • Sales Screens 00:04:00
    • Invoice Settings 00:13:00
    • Creating an Invoice 00:18:00
    • Repeating Invoices 00:07:00
    • Quotes Settings 00:03:00
    • Credit Notes 00:10:00
    • Creating Quotes 00:08:00
    • Other Invoicing Tasks 00:03:00
    • Sending Statements 00:03:00
    • Sales Reporting 00:05:00
    • Introduction – Bills and Purchases 00:01:00
    • Purchases Screens 00:04:00
    • Bill Settings 00:02:00
    • Creating a Bill 00:13:00
    • Repeating Bills 00:05:00
    • Credit Notes – Billing and Purchases 00:06:00
    • Purchase Order Settings 00:02:00
    • Purchase Orders 00:08:00
    • Batch Payments 00:13:00
    • Other Billing Tasks 00:02:00
    • Sending Remittances 00:04:00
    • Purchases Reporting 00:05:00
    • Introduction – Bank Accounts 00:01:00
    • Bank Accounts Screens 00:07:00
    • Automatic Matching 00:05:00
    • Reconciling Invoices 00:06:00
    • Reconciling Bills 00:03:00
    • Reconciling Spend Money 00:05:00
    • Reconciling Receive Money 00:04:00
    • Find and Match 00:04:00
    • Bank Rules 00:10:00
    • Cash Coding 00:03:00
    • Remove and Redo vs Unreconcile 00:04:00
    • Uploading Bank Transactions 00:07:00
    • Automatic Bank Feeds 00:06:00
    • Introduction – Products and Services 00:01:00
    • Products and Services Screen 00:02:00
    • Adding Services 00:03:00
    • Adding Untracked Products 00:03:00
    • Adding Tracked Products 00:07:00
    • Introduction – Fixed Assets 00:01:00
    • Fixed Assets Settings 00:05:00
    • Adding Assets from Bank Transactions 2 00:06:00
    • Adding Assets from Spend Money 00:05:00
    • Adding Assets from Bills 00:02:00
    • Depreciation 00:04:00
    • Introduction – Payroll 00:01:00
    • Payroll Settings 00:15:00
    • Adding Employees 00:18:00
    • Paying Employees 00:10:00
    • Payroll Filing 00:05:00
    • Introduction – VAT Returns 00:01:00
    • VAT Settings 00:02:00
    • VAT Returns – Manual Filing 00:06:00
    • VAT Returns – Digital Filing 00:02:00
    • What Now – Xero UK for Beginners 00:02:00
    • Xero Accounting & Bookkeeping – Final Exam 01:00:00
    • What’s Next? 00:00:00
    • Get Your Certificate & Transcript 00:00:00

Course Reviews


30 ratings
  • 5 stars25
  • 4 stars4
  • 3 stars1
  • 2 stars0
  • 1 stars0
  1. Xero training


    Great overview for learning how to use xero – would recommend

  2. Xero Accounting & Bookkeeping


    Well presented, understandable, good instructions

  3. Xero Accounting & Bookkeeping


    Fantastic, I’ll recommend others for the course,

  4. Handy Tips


    Easy to follow

  5. Nicholas FletcherJanuary 18, 2022 at 10:16 am

    A good tour of Xero and introduction to it's features


    Great for anyone looking for a thorough explanation of Xero. Could do without questions regarding the sign up process in the final exam though; they were the only ones I got wrong and isn’t necessary information to internalise in order to use the software!

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