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Xero – Mastering Sales in Xero

The COMPLETE GUIDE to entering your SALES in XERO - efficiently and accurately.
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Content

Platform: Udemy
Video: 2h 31m
Language: English
Next start: On Demand

Table of contents

Description

•THERE IS A NEW INVOICING SCREEN (FROM JUNE 2019) WHICH THE COURSE HAS NOT BEEN UPDATED TO YET – IT USES THE CLASSIC INVOICING RATHER THAN THE NEW INVOICING.
*THE COURSE HAS BEEN UPDATED TO REFLECT THE NEW XERO NAVIGATION INTRODUCED AT THE END OF NOVEMBER 2018

Are you an accountant, bookkeeper or aspiring bookkeeper who wants to earn a decent living from Xero?
Are you a regular Xero user, but feel that you could get much more out of the software?
Do you want to save time, avoid mistakes and improve your cashflow by really getting to grips with Xero?
If you answered “yes” to any of the above then this course has been created specifically for you.
In this “Mastering Sales in Xero’ course I will teach you everything you need to know about sales in Xero.  This includes many tips and tricks I have learned from using Xero for over 5 years.
I will show you step-by-step how to enter simple transactions, deal with tricky transactions and run reports.  
We will then cover in detail Quotes, Rebillable Expenses and finally Opening Balances.
The course is geared for all levels, so although basic accounting knowledge would help it’s not essential. 
Regardless of your level of expertise in Xero, you will learn new skills that you will be able to use on a daily basis.
I look forward to sharing my Xero knowledge with you, so let’s get started!

You will learn

✓ How to design your Sales Invoice layout in Xero
✓ How to create your Sales Invoices in Xero
✓ How to copy, amend and delete Sales Invoices in Xero
✓ How to reconcile bank receipts related to your Sales
✓ Tips and tricks – how to save time and reduce mistakes
✓ Reporting in Xero related to your Sales
✓ How to create and send Quotes to your Customers
✓ How to assign, track and recharge rebillable expenses to your Customers
✓ How to enter Customer Opening Balances when switching to Xero

Requirements

• A basic knowledge of using accounting software to record sales 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 quickly become a Xero hero?
• Regular Xero users – I guarantee to improve your Xero skills with this course
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.
Accountancy
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!
Marion


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Platform: Udemy
Video: 2h 31m
Language: English
Next start: On Demand

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