Collection: Xero Essentials


Unlock the full potential of Xero for all your financial management needs.

Course Overview

Whether you're an experienced accountant/bookkeeper who's been using Xero regularly and looking for a refresher, or you're just getting started with this powerful accounting tool, our Xero Essentials webinar will help you discover the key built-in features and add-ons to enable you to master Xero and conquer your finances.

Xero is a powerful cloud-based accounting software trusted by millions of businesses worldwide. Whether you're looking to streamline your finances or aiming to master the art of Xero, this session is tailored to meet your needs.

Our seasoned Xero expert will guide you through each topic, ensuring you leave the session with practical knowledge and confidence using Xero for your day-to-day financial operations.

Need a quote for In-Person training?

What you’ll Receive

  • 3 Hour Course
  • Workbook and Handouts
  • Participation eCertificate
  • Post Course Support

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  • Online

    $219 + GST (Per Person)


Book 2 or more of our Xero courses together and get $20 off each session per person!

Book 5 or more people to attend this course and save $20 per person!

* Offers automatically applied at checkout for the booking of two courses only, if you wish to attend all three Xero courses please contact us and we will provide you with a special code to get $60 off. For the 5+ offer, participants may attend different dates of the same course, offer automatically applied at checkout. Offers cannot be combined.

Key Topics Covered

Xero Basics 

  • Set up users, understand roles 
  • Xero dashboard 
  • Xero menus 
  • Xero Support 

Chart of Accounts 

  • Understand Chart of Accounts 
  • Understand GST codes 
  • Add, edit and delete accounts 
  • Exporting and importing 

Bank Accounts 

  • Add bank accounts 
  • Set up credit card fees 
  • Add Paypal 
  • Setup Paypal feeds 
  • Manually import bank statements 
  • Create transactions 
  • Matching 
  • Part Payments 
  • Minor adjustments 
  • Overpayments and pre-payments 
  • Transfer between bank accounts 
  • Auto fill 
  • Bank rules 
  • Searching transactions 
  • Bank reconciliation 
  • Reconciliation Report 


  • Creating a new bill 
  • Attaching files to bills 
  • Edit/Copy/Void bills 
  • Searching bills 
  • Creating repeating bills 
  • Creating purchase orders 
  • Creating batch payments 


  • Understand invoice settings 
  • Upload custom logo and branding 
  • Create an invoice 
  • Sending receipts 
  • Searching invoices 
  • Batch deposits 
  • Statements 
  • Creating quotes 
  • Invoicing from quotes 


  • Understand reports 
  • Publishing reports 
  • Exporting reports 
  • Understand Activity Statements 

Who Is This Course Ideal For?

This program has been developed to enhance the skills of anyone responsible for managing your business finances.