Xero
Setup &
Starter Training
Start Xero with Confidence
Xero is a powerful bookkeeping tool, but getting started can be confusing.
Our Xero Setup & Starter Training gives you a simple, practical introduction to Xero and bookkeeping, so you can get started with confidence.
❋ Part 1 – Xero SetupWe'll set up your Xero file or review your existing setup to make sure you're ready to get started.
❋ Part 2 – Accounting Basics & Xero OverviewLearn the bookkeeping basics and become familiar with Xero..
❋ Part 3 – Day-to-Day Xero Processing Learn how to manage your everyday bookkeeping in Xero, including invoices, expenses and bank reconciliation.
❋ Ongoing SupportQuestions are normal when you're learning something new.
What You'll Learn
Accounting Basics
Understanding the basics of accounting
Understanding your business finances
Using Xero
Navigating Xero
Day-to-day bookkeeping
Bank reconciliation
We keep things simple.
Our Approach
Rather than teaching every feature in Xero, we focus on the tools you'll use every day. We also explain the accounting concepts in plain English, so you understand what you're doing—not just which buttons to click.
Who Is This For?
This training is ideal for business owners who want to:
Use Xero
Manage their own bookkeeping
Understand their business finances
We focus on the tools you'll use every day.
What's Included
Xero Setup - Setup and configure your Xero file.
Business Details：Business name, entity type, ABN/ACN and contact details.
Tax Settings: GST, BAS reporting and tax settings.
Bank Accounts: Create bank accounts in Xero and prepare for the bank feed connection.
Opening Balances: Set the conversion date and opening balances.
Invoice Template: Add logo, payment details and invoice settings.
Training Session 1 – Accounting Fundamentals & Xero Overview (45mins)
Chart of Accounts: Understanding income, expense, asset, liability and equity accounts. (Including
the key accounts commonly used in your business.)
Profit & Loss Statement: Understanding income, expenses and profit.
Balance Sheet: Understanding assets, liabilities and equity.
Bank Reconciliation Concepts: Understanding why bank reconciliation is important.
Xero Overview: Dashboard, Sales, Purchases and Reports.
Training Session 2 – Day-to-Day Xero Processing (45mins)
Customer Invoicing: Create invoices and record customer payments.
Expenses & Bills: Enter supplier bills and expenses.
Bank Reconciliation: Match and reconcile bank transactions.
Reports & User Access: Basic reporting and user management.
Book Your Training
Our Services
Individuals, Companies, Trusts, SMSF
Bookkeeping
Business Setup
BAS & GST
Business Advisory
Tax Returns
Payroll