Beginners Certificate in Xero Accounting

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Daily and End of Month Transactions

The Xero Beginners Certificate Training Course is designed to give you the skills to perform transactions and entries that normally occur daily within a business. Our Xero Beginners Course includes business tasks performed by both a

  • Professional services business, and
  • a products and services provider such as a plumber, builder, pest control, installer etc.


IMPORTANT: These courses are now available cheaper separately at our new website

Daily Transactions & Credit Management

You’ll go through a typical day and cycle in a business, including:

  • Purchasing stock items
  • Waiting for delivery
  • Receiving partial deliveries
  • Making part payments
  • Exploring payables reporting (A/P)
  • Quoting customers
  • Converting quotes to orders
  • converting quote to invoices
  • receiving pre and part payments
  • Exploring Receivables reports (A/R)
  • Managing inventory
  • Inventory reporting

See the Xero Beginners Training Course (NEW Website)

Monthly Bank Reconciliation and Financial Reporting

  • Enter transactions not entered by staff
  • exploring bank feeds
  • Reconciling
  • Looking at monthly reports like P/L, Balance sheet
  • Journal entries

See the Xero Training Course for End of Month Activities (New website)


Real World Xero Case Studies

All Xero Training Courses are based on real world scenarios and in the Xero Beginners Certificate Course one of the results from your purchases and other data entry is to explore what inventory you have on file. The business example we use is a VoIP telephone system installer who purchases and keeps in stock the most common VoIP Handsets, Consoles and Adaptors and sells those to lots of different sized businesses.

We use the information from a VoIP Telephone Systems supplier because our CEO was involved in that business for a short time. It is very similar to a plumbing business, electrical business and most other trades which keep an inventory of regular items that they know they’ll use at most customers and enables you to explore the functionality for your business or a typical client.

Learn more about our Micro Courses and Case Studies