Xero Software Advisor training introduces cloud accounting fundamentals, automation, reporting, and compliance. Learn to manage invoices, payroll, and real-time finances confidently while supporting businesses with accurate, efficient digital bookkeeping solutions.
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1 Year Access 
Intermediate 
36 Students 
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The Xero Software Advisor course provides practical training in Xero Software, Xero Accounting, and cloud-based bookkeeping. Learn how to set up accounting systems, manage customers and suppliers, process sales and purchases, handle petty cash, and develop essential Xero Skills for effective financial management.
Build confidence with essential Xero Advisor tasks, including bank reconciliation, credit card transactions, bad debts, payroll, wages, and VAT. This course develops practical Bookkeeping skills while showing you how Accounting Software can simplify everyday financial processes and improve accuracy in Cloud Accounting.
Develop your ability to produce professional Financial Reporting and manage financial information efficiently using Xero. From setting up the nominal ledger to processing transactions, completing Bank Reconciliation, managing payroll, and reviewing reports, this course supports practical Financial Management skills for modern accounting and bookkeeping environments.
After completing the Xero Software Advisor course assessment, you will be eligible to receive a CPD-accredited certificate worth £9 from One Education to demonstrate your achievement.
The certificate is also available as a printed hard copy delivered by post for £15.
Xero Software provides powerful cloud-based tools for managing business finances and accounting processes. This course helps learners develop practical Xero Advisor skills in Xero Accounting, Cloud Accounting, Bookkeeping, Financial Management, Accounting Software, Bank Reconciliation, and Financial Reporting while building confidence using Xero.
Studying Xero Software Advisor skills can strengthen practical accounting and bookkeeping abilities. Learners can manage financial transactions, organise accounts, reconcile bank records, support accurate bookkeeping, and generate financial reports while developing valuable Xero Skills for accounting, finance, bookkeeping, and business administration environments.
The Xero Software Advisor course has a total study time of 6 hours, 29 minutes. Learners can progress through the programme at a flexible pace, developing practical skills in Xero Software, Xero Advisor, Xero Accounting, Cloud Accounting, Bookkeeping, Financial Management, Accounting Software, Bank Reconciliation, Financial Reporting, and essential Xero Skills.
The Xero Software Advisor course has no formal entry requirements, making it suitable for beginners and aspiring accounting professionals. An interest in Xero Software, Xero Advisor, Xero Accounting, cloud accounting, bookkeeping, financial management, accounting software, bank reconciliation, and financial reporting is beneficial. Good English, basic numeracy and computer skills, and reliable internet access are recommended for effective online learning.
What is the Xero Software Advisor course?
The Xero Software Advisor course provides practical knowledge of using Xero for accounting and bookkeeping tasks. It covers Xero Software, Xero Advisor, Xero Accounting, Cloud Accounting, Bookkeeping, Financial Management, Accounting Software, Bank Reconciliation, Financial Reporting, and Xero Skills.
Who is the Xero Software Advisor course suitable for?
The course is suitable for beginners, bookkeepers, accounting students, finance professionals, business owners, administrators, and anyone who wants to develop practical Xero Skills and knowledge of Cloud Accounting and computerised bookkeeping.
What will I learn from this Xero Advisor course?
You will explore Getting Prepared – Access the Software and Course Materials, Getting Started, Setting Up the System, Nominal Ledger, and Customers & Suppliers. The course helps develop practical knowledge of Xero Accounting, Bookkeeping, Financial Management, and Accounting Software.
What is Xero Software used for?
Xero Software is cloud-based Accounting Software that can support businesses with financial and bookkeeping activities. It can be used for tasks such as recording transactions, managing customers and suppliers, reconciling bank accounts, and producing Financial Reporting information.
What is a Xero Advisor?
A Xero Advisor is a professional who helps businesses use Xero Accounting and related accounting processes effectively. An advisor may support tasks such as bookkeeping, system setup, financial record management, Bank Reconciliation, and financial reporting.
What are the benefits of studying Xero Software Advisor?
The course can strengthen your knowledge of Xero Software, Xero Advisor, Xero Accounting, Cloud Accounting, Bookkeeping, Financial Management, Accounting Software, Bank Reconciliation, Financial Reporting, and Xero Skills, providing a useful foundation for Xero-related accounting and bookkeeping responsibilities.
| Getting Prepared - Access the software and course materials | |||
| Introduction To The Course And Your Tutor | 00:04:00 | ||
| Activating Your Free Trial With Xero | 00:02:00 | ||
| Getting started | |||
| Signing Up For The Free Trial | 00:04:00 | ||
| Instruction of updated Xero accounting software | 00:00:00 | ||
| Create The Organisation | 00:08:00 | ||
| The Ficticious Scenario | 00:02:00 | ||
| Setting up the system | |||
| Add Bank Accounts To The System | 00:14:00 | ||
| Enter Opening Balances | 00:07:00 | ||
| Opening Trial Balance | 00:01:00 | ||
| Nominal ledger | |||
| Amend The Nominal Ledger | 00:06:00 | ||
| Chart Of Accounts Report | 00:01:00 | ||
| Customers & Suppliers | |||
| Enter customers | 00:07:00 | ||
| Entering suppliers | 00:06:00 | ||
| Reporting Customer And Supplier Information | 00:02:00 | ||
| Sales ledger | |||
| Enter Invoices | 00:07:00 | ||
| Invoicing tips – adding logo, repeat billing | 00:09:00 | ||
| Entering Invoices 6574 to 6610 | 00:16:00 | ||
| Post Credit Notes | 00:03:00 | ||
| Report Showing Customer Activity | 00:08:00 | ||
| Aged Debtors | 00:02:00 | ||
| Suppliers | |||
| Post supplier invoices | 00:09:00 | ||
| Enter suppliers invoices 6028 onwards | 00:14:00 | ||
| Enter More Supplier Invoices No 4308 Onwards | 00:06:00 | ||
| Credit Notes Suppliers | 00:02:00 | ||
| Supplier Activity Report | 00:04:00 | ||
| Aged Creditors Info | 00:01:00 | ||
| Purchases ledger | |||
| Reciepts from Customers | 00:10:00 | ||
| Apply Customer Credit Notes | 00:05:00 | ||
| Sundry payments | |||
| Post Supplier Cheques | 00:08:00 | ||
| Apply Supplier Credit Notes | 00:03:00 | ||
| Print List Of Bank Receipts And Payments | 00:01:00 | ||
| Sundry payments | |||
| Post Sundry Payments | 00:07:00 | ||
| Make a credit card payment | 00:08:00 | ||
| Petty Cash | |||
| Add Petty Cash Transactions – Week 1 | 00:16:00 | ||
| Add Petty Cash Transactions – Week 2 | 00:12:00 | ||
| Add Petty Cash Transactions – Week 3 | 00:07:00 | ||
| Add Petty Cash Transactions – Week 4 | 00:09:00 | ||
| Imprest System on Petty Cash | 00:04:00 | ||
| Print a Copy of Petty Cash Receipts and Payments | 00:01:00 | ||
| Bad Debt | |||
| Writing Off A Bad Debt – Print Customer Statement | 00:02:00 | ||
| Write Off A Bad Debt | 00:09:00 | ||
| Credit Card | |||
| Reconcile The Credit Card Statement | 00:09:00 | ||
| Bank Reconciliation | |||
| Bank Statement As A CSV File | 00:27:00 | ||
| Bank Statement Closing Balances | 00:11:00 | ||
| Reconcile The Petty Cash | 00:05:00 | ||
| Payroll / Wages | |||
| Wages And Salaries | 00:09:00 | ||
| Post the Wages Journal | 00:07:00 | ||
| Report Wages Journal | 00:02:00 | ||
| Payday | 00:11:00 | ||
| Pay The Two Staff | 00:05:00 | ||
| VAT - Value Added Tax | |||
| Depreciation | 00:04:00 | ||
| VAT Return | 00:03:00 | ||
| Reports | |||
| Month End Reports PnL, BS, TB | 00:05:00 | ||
| Payroll unit | |||
| Using Payroll | 00:12:00 | ||
| Setting Up Employees | 00:10:00 | ||
| Running Payroll – An Example | 00:14:00 | ||
| Conclude | |||
| Recap And Next Steps | 00:06:00 | ||
| What happens next | 00:02:00 | ||
| Order Your Certificate | |||
| Order Your Certificate Now | 00:00:00 | ||
Take All courses for £49