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Xero – Mastering Projects in Xero

Xero Projects: the Complete Guide - from Beginner to Expert in 2 hours
(92 reviews)
500 students
Created by


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Platform: Udemy
Video: 1h 55m
Language: English
Next start: On Demand

Table of contents


In this ‘Mastering Projects in Xero’ course I will teach you everything you need to know about the all new Xero Projects.  I’ve done all the hard work so that you can go from beginner to expert in 2 hours.

I will show you step-by-step how to set up Xero Projects, enter transactions and invoice your customers.
I will then explain in detail how to review Xero Projects and run reports to check the profitability of your projects.
At the end of the course there is a practical assignment for you to complete. This is great for determining if Xero Projects is right for your business.
As well as being suitable for regular Xero users, it’s a great course for busy accountants and bookkeepers who quickly want to get to grips with Xero Projects so that they can give support to their clients.
The course is suitable for all levels, so although basic accounting knowledge would help it’s not essential. 
I look forward to sharing my Xero knowledge with you, so what are you waiting for?

You will learn

✓ Understand what Xero Projects is all about
✓ Set up Xero Projects
✓ Enter transactions in Xero Projects
✓ Invoice Xero Projects
✓ Review Xero Projects
✓ Understand reporting in Xero Projects
✓ Complete a practical Assignment
✓ Determine if Xero Projects is right for your business
✓ Go from beginner to expert in 2 hours


• A basic knowledge of using accounting software is expected
• Your own Xero account ( a free 30-day trial is OK)

This course is for

• Bookkeepers – whether you are new to Xero or using it regularly
• Aspiring bookkeepers – do you want to earn a living from Xero?
• Accountants – do you want to improve your Xero knowledge quickly?
• Regular Xero users wanting to find out if Xero Projects is right for their business
• Anybody wanting to quickly move from Beginner to Expert in Xero Projects
Teacher | Accountant | Numbers Lover |Entrepreneur
Hey there!
I’m Marion (or Maz) the Numbers Lover, dedicated to getting you to know and love your numbers as well.
With a background in accountancy and training (I’m a UK qualified accountant) I’ve spent my working life getting to grips with the numbers, and then explaining them to others.  Knowing and understanding your numbers has so many benefits.
Here’s how my Udemy courses can help you love your numbers …
Xero (Online Accounting Software)
Are you keen to use Xero, but not sure where to start?
Are you a frustrated Xero user, because you know that you are not using Xero to its full potential? 
Would you like to be your own boss, have flexible hours and earn a decent living as a Xero bookkeeper?
Then have a look at my courses on Xero.  As well as being a Xero Certified Advisor, I’m a qualified accountant and I’ve been running my own accountancy practice for over 6 years.  During that time I’ve seen all the pitfalls fro business owners as they try to tackle this ‘user friendly’ software without any expert guidance.  This can mean expensive accountancy bills sorting out the mess, and I’m here to ensure this doesn’t happen to you.
Personal Finance
Would you like some down-to-earth practical advice to help you get to grips with and improve your personal finances?
Then I’ve created the perfect hands-on course, guaranteed to get you results.
Are you a new business owner, not ready to sign up for software yet but needing help doing your own accounts?
Using Google Drive I can show you how.
I look forward to helping you love your numbers!

Browse all courses by on Coursemarks.
Platform: Udemy
Video: 1h 55m
Language: English
Next start: On Demand

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