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Xero Online Accounting – the Practical Data Entry Course

Learn to use Xero on a day-to-day basis, by following the step-by-step practical instructions in this course.
(61 reviews)
279 students
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Platform: Udemy
Video: 3h 9m
Language: English
Next start: On Demand

Table of contents



My ‘Xero Online Accounting – Practical Data Entry’ course will take you from beginner level to being confident using Xero for all your ongoing data entry.
As the name suggests, it’s a very practical course, so perfect for the student who enjoys learning by doing.  The course is video based where I show you how to do something in Xero, then give you a practical assignment for you to complete at the end of each lesson.

Here’s what’s included in the course:
After a quick welcome  and an explanation of the course format, you will be shown how to register for your 30-day free trial in Xero.

The course includes no less than 24 practical assignments, so there’s plenty for you to do. For each assignment there is a video lesson where I show you step by step what you need to do in Xero. Then you are given the opportunity to repeat the assignment in your own Xero account.  You have the option to refer back to the videos as often as you need to, and you can always ask me questions if you are unsure about anything.

Here’s what we cover in the assignments:

*Assignment 1.1*  –  Setting up your Organisation
*Assignment 1.2*  –  Tidying the Chart of Accounts
*Assignment 1.3*  –  Opening Balances
*Assignment 2.1*  –  Sales Invoice Setup
*Assignment 2.2*  –  Sales Invoices and Credit Notes
*Assignment 2.3*  –  Sales Reporting
*Assignment 3.1*  –  Adding Suppliers
*Assignment 3.2*  –  Purchase Invoices and Credit Notes
*Assignment 3.3*  –  Purchases Reporting
*Assignment 4.1*  –  Importing a Bank Statement
*Assignment 4.2*  –  Customer Receipts
*Assignment 4.3*  –  Customer Receipts Reporting
*Assignment 4.4*  –  Supplier Payments
*Assignment 4.5*  –  Supplier Payments Reporting
*Assignment 4.6*  –  Sundry Bank Receipts and Payments
*Assignment 4.7*  –  Sundry Bank Receipts and Payments Reporting
*Assignment 5.1*  –  Customer Defaults
*Assignment 5.2*  –  Item Codes
*Assignment 5.3*  –  Supplier Defaults
*Assignment 5.4*  –  Repeating Purchase Invoices
*Assignment 6.1*  –  Merging Duplicate Contacts
*Assignment 6.2*  –  Amending Sales Invoices
*Assignment 6.3*  –  Amending Purchase Invoices
*Assignment 6.4*  –  Find and Recode

Throughout the course I share with you my expert knowledge – I’m a UK qualified accountant and I’ve been using Xero for over 7 years.
I look forward to sharing my love of Xero with you and welcome any questions during or after the course.
This course is specifically geared towards beginners, so it doesn’t include the more advanced topics of Payroll, Fixed Assets and VAT.

What are you waiting for, let’s get started!!

You will learn

✓ Everything you need to know to use Xero for day-to-day data entry
✓ How to sign for a Xero free trial and enter your organisation details
✓ Learn how to design sales invoice layouts, create and issue sales invoices
✓ How to enter purchase invoices and credit-notes, including attaching backup
✓ Learn all about importing bank statements and reconciling your bank transactions
✓ Check your data entry by designing and running reports
✓ Save time and avoid mistakes with my Xero Tips and Tricks
✓ Learn how to easily make changes and correct your mistakes


• A computer with internet access and a willingness to learn
• And the commitment to complete the assignments – it’s not just about watching the videos!

This course is for

• Beginners to Xero who want to be shown step-by-step how to do data entry
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: 3h 9m
Language: English
Next start: On Demand

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