Course Overview

Xero is a well-known Cloud bookkeeping software in the accounting field, appropriate for large or small businesses. Our Xero training is suitable for small businesses wanting to acquire knowledge to use simple accounting software. The advantage of the Xero software is its simple layout, which makes it very easy to learn, and all data is saved and backed automatically and offers real-time reporting.

Our course is also suitable for those with no bookkeeping experience and would like to pursue a career in accounting. Learning to use Xero can aid you to boost your CV, as many accounting have a demand for some Xero knowledge? During the course, you will obtain workbooks with instructions, as well as our staff to guide. You will work in a company, and all invoices & bank statements to record.

Important Reasons to sign up for the Xero training course

Businesses and organisations all across the world use and trust Xero accounting software. Accounting is time-consuming for many business owners, which means it may take time away from important initiatives and activities that support the firm's day-to-day operations.

Learn to budget and plan effectively

Whether you're trying to get a better handle on your finances or running a business, being able to budget and plan for the future is critical. Xero training software equips you with the tools you need to build precise, real-time budgets that allow for year-round planning.

Personalised training

Xero training services allow you to take a course tailored to your needs and degree of experience. You may enrol in a study that suits your needs, whether you've never used Xero software before or want to learn more about advanced capabilities so you can use it like a master. You may pick a price, timeline,and content programme that best suits your requirements and interests from the several alternatives offered.

Understand your cash flow and turnover better

Keeping a close watch on earnings and turnover is extremely useful whether you're attempting to balance the books, thinking about expanding or developing your firm, or searching for ways to cut costs or increase efficiency. It might be difficult to comprehend profitability and work out how much money you're generating after expenditures and taxes when there are numbers strewn around and spreadsheets and account statements strewn over your desk. Xero training courses give extensive information and step-by-step guidance to help you learn cash flow and turnover and apply these calculations and predictions to manage your money better.

Using assets to safe investment and financial backing

You'll need to offer details about your accounts if you want to borrow money to expand your firm or if you want to attract investors. Future Connect Xero training will teach you how to compile, access, and deliver reports and statements to investors and lenders to meet their demands.

Course Benefits

  • Improved Financial Management: Xero training can help you improve your financial management skills and learn how to use Xero's features to manage your financial records, generate reports, and reconcile bank transactions.
  • Time-saving: By automating repetitive tasks, such as invoicing and payment processing, Xero can save you time and reduce manual errors.
  • Accessibility: Xero can be accessed from anywhere, allowing you to work remotely and collaborate with your team.
  • Cloud-based: Xero is a cloud-based software, meaning your data is securely stored in the cloud and can be accessed anytime, anywhere, and from any device.
  • Scalability: Xero is suitable for businesses of all sizes, from small startups to large corporations. As your business grows, you can upgrade your Xero subscription to access more features and capabilities.
  • Integration: Xero integrates with various third-party apps and services, such as payment gateways, project management tools, and inventory management software, making it a versatile tool for managing your business.
  • Reporting: Xero provides real-time insights into your business performance, allowing you to make informed decisions based on up-to-date financial data.

Course Modules

This module covers the basics of Xero, including setting up your account, navigating the software, and understanding the dashboard.

This module covers how to manage contacts in Xero, including adding new contacts, creating invoices, and managing payments.

This module covers how to reconcile bank transactions in Xero, including importing bank statements, matching transactions, and reconciling discrepancies.

This module covers how to generate reports in Xero, including financial reports, sales reports, and tax reports.

This module covers how to manage inventory in Xero, including setting up inventory items, tracking stock levels, and creating purchase orders.

This module covers how to manage payroll processes in Xero, including setting up employee records, processing pay runs, and generating payroll reports.

This module covers how to integrate Xero with third-party apps and services, such as payment gateways, project management tools, and inventory management software.

This module covers how to customise Xero to meet your business's specific needs, including setting up custom templates, creating custom reports, and configuring automation rules.

Skills You Will Gain

  • Features presented in the dashboard
  • Editing company details and changing financial settings
  • Setting up a company on Xero
  • Recording and modifying suppliers and customer details on Xero
  • Creating/editing/deleting nominal codes
  • Recording and editing purchase and sales invoices
  • Recording credit notes
  • Carry out bank reconciliation
  • Importing bank statements into Xero
  • Submitting VAT return to HMRC
  • Recording Wages journal
  • Generate Chart of Accounts
  • Closing the year-end
  • Recording accruals and prepayment journals
  • Opening Balance adjustment
  • Generating P11D, P45, P60
  • Preparing payroll and RTI submission to HMRC

Our course will aid you to build more confidence in using Xero efficiently. You will have a vibrant understanding of features of the website, be able to control the appropriate nominal code for statements, as well as analysing VAT return reports.

Jobs You Can Apply For

  • Bookkeeper
  • Accounts receivable
  • Accounts payable
  • Accounts Assistant
  • VAT Manager
  • Credit Controller
  • Accountant
  • Junior accountant


  • Xero Certification
  • AAT Bookkeeping Certificate
  • AAT Accounting Certificate
  • CIMA Certificate

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