Xero Training Courses Basic to Professional Level 1-3
- A best selling package covers Xero Basic Training, Xero Advanced Training and Xero Professional Training Courses.
- You will receive two certificates; one from Xero and one from TaxCare Academy
Xero Training
course
overview
Xero training complete course covers very basic to the professional level of bookkeeping and accounting. This package is ideal for anyone who wishes to learn everything of end to end bookkeeping/accounting.
Xero complete training package is designed to bridge the skill gaps between the theories and real life. The real-life scenarios would help you to learn how to use Xero to manage your finances effectively from a very basic to a professional level.
What’s in it for you?
Enhance your skills with our Xero courses, featuring unique practical business case studies and work-based scenarios.
Enjoy personal tutor support throughout our Xero courses, guiding you towards success.
Our Xero accounting course includes online lectures designed and delivered by a professional accountant.
Assignments in our Xero training courses are marked by a Xero Certified Advisor.
Receive a CPD verifiable certificate upon completion of our Xero software training.
Claim 6 CPD points with our Xero short course and Xero training courses in the UK
Gain access to Xero software with our Xero certification course and Xero tutorial.
All skills learned are 100% applicable at the workplace with our Xero training courses in the UK.
Receive an Employer Reference Letter upon completion of our Xero short course.
Course Duration
Up to 3 months but flexible
Study Hours
Approximately 15 hours including tuition hours.
Course Outcome
After success completion of Xero complete package you will receive a certificate from TaxCare Academy. You can also opt onto Xero Certified Advisory course.
Xero Training Courses Content
Introduction
➦ Introduction to Xero and how to sign up for free
➦ Introduction to accounting and how to apply accounting knowledge and skill onto Xero.
Processing with Xero
➦ Process of creating an Invoices
➦ Process of creating credit notes
➦ Processing customer invoice payment
➦ Processing supplier invoice payment
➦ Process of creating bills
➦ Process of returning bills
➦ Process of creating Quotes
Reporting:
➦ Generate various monthly management report using
➦ Generate profit and loss report using Xero
➦ Generate balance sheet and inventory reports
Customisation and Implementation
➦ Xero basic settings and customisation
➦ Registering your company with Xero
➦ VAT settings and tax settings on Xero
➦ Financial settings and user management
➦ Adjust chart of accounts
➦ Add customer and credit control
➦ Add suppliers and supplier payment
➦ Inventory settings
Banking and Control
➦ Bank reconciliation with Xero
➦ Matching and identifying missing
Introduction
➦ Introduction to the course
➦ Introduction to Xero and how to sign up for free
Processing with Xero
➦ Xero basic settings and customisation
➦ Prepare and post journal entries on Xero
➦ Making adjustments on Xero
➦ Account for cash sales and sundry income on Xero
➦ Process customer receipts and refunds on Xero
➦ Process supplier payments and refunds on Xero
➦ Process payments through the bank current account
➦ Process petty cash transactions on Xero
Customisation and Implementation
➦ Set up a Xero accounting system.
➦ Generate and use source documents.
➦ Chart of Accounts Setting and balance transfer using Xero.
➦ How to customise Xero effectively.
Banking and Control
➦ Advance bank reconciliations
➦ Banks rules and automation
Reporting:
➦ Generate various monthly management report using.
➦ Generate profit and loss report using Xero.
➦ Generate balance sheet and inventory reports.
Introduction
➦ Introduction to the course.
➦ Introduction to Xero and how to sign up for free
Customisation and Implementation
➦ Set up a Xero accounting system
➦ Advanced Chart of Accounts implementation on Xero
➦ Generate and use source documents.
➦ Advanced Xero customisation on Xero
Banking and Control
➦ Advance bank reconciliations
➦ Banks rules and automation
Processing with Xero
➦ Enter business transactions using Xero
➦ Prepare and post complex journal entries
➦ Account for a stock valuation on Xero
➦ Account for fixed assets on Xero
➦ Xero prepayments and accruals
➦ Account for bad and doubtful debts
➦ Xero Credit Management
➦ Make end of period adjustments
➦Amend the chart of accounts and generate reports
Reporting:
➦ Generate various monthly management report using.
➦ Generate profit and loss report using Xero.
➦Generate balance sheet and inventory reports.
Who Are These Xero Training Courses For?
➦ For any accounting students such such AAT, ACCA, CIMA looking to bridge the practical skills gaps using Xero
➦ For small business owners already using Xero and strive to do it better
➦ For the restless individuals who are looking for a career change or want to grow within their company
➦ For the dreamers with millions of ideas that don’t know where to start
➦ For professional accountants that are hungry for more and want to be up-to-date on everything relevant in cloud based accounting.
➦ For the go-getters launching their own accounting/bookkeeping business and searching for the tools that will make a difference
➦ For anyone who wish to learn digital accounting using Xero.
Entry Requirements
There is no specific entry requirement to start this course. This course is suitable for anyone who wishes to learn Xero
Progression
After successful completion of Xero basic, advanced and professional training you can move forward to Xero Certified Advisory Courses.
Assessment, Achievement & Grading
Methods of Assessment:
The methods used for assessment are combination of knowledge based and assignment based. You will be asked to complete some knowledge-based assessment during the course and an assignment needs to be submitted by yourself at the end of the course. You will receive further guidelines once you enrol onto the course.
Achievement & Grading:
Your competency should be evaluated based on the performance in assessment. Upon successful completion of the exam, the trainees will receive a certificate. There is no grading. You will be evaluated based on the Pass or Fail. The minimum level of qualification for the three units is given below:
| Assessment title | Passing percentage |
|---|---|
|
Knowledge Based Assessment
Assignment Based Assessment |
70
70 |
Xero Certification
You will receive a certificate after successful completion of the training level. The certificate will bear the value of competency and efficiency in using the Xero. Xero certificate will show the trainees name and full title and an unique number of the qualification. You can also opt onto Xero Certified Advisory Course to receive a certificate from Xero.
What’s Included in the cost of the course
Comprehensive Six Case Studies
A dedicated Xero Certified Advisor
Free CV review and free job-hunting tips
High Quality Video tutorial
Assignment marking and feedback by a Xero Certified Advisor
Professional job reference
Access to a personal tutor support
A recognised Xero certificate on completion
Free career advice by an industry expert
Get in Touch – We're Here to Help!
Need help or have a question? Our team is here for you! Whether you need course guidance, or technical support, or have any queries, feel free to reach out. We are ready to assist you on your learning journey.
FAQ
Do I need bookkeeping knowledge before enrolling in Xero training courses?
No. You do not need any bookkeeping experience to join our Xero training courses. Our beginner-friendly lessons explain every topic step by step, making it easy to learn Xero from scratch.
Whether you’re new to accounting, changing careers, or running a small business, you’ll build practical bookkeeping skills while learning how to use Xero confidently.
Can I extend my Xero training course if I don’t finish within three months?
Yes. If you need more time, you can extend your access for an additional three months by paying a small extension fee.
This option gives you extra flexibility to complete your online Xero training at your own pace without losing access to your course materials and assignments.
Will TaxCare Academy help me find a bookkeeping or accounting job?
Yes. We provide career guidance to help you prepare for bookkeeping and accounting roles after completing your training.
Our support includes CV reviews, interview preparation, job search advice, and professional references when requested. While we cannot guarantee employment, we help you improve your chances of finding the right opportunity.
Do you offer job placements after completing the Xero course?
No. We do not provide paid or unpaid job placements as part of our Xero training courses.
Instead, our training focuses on real workplace scenarios and practical bookkeeping skills that employers value. We can also provide references and career advice to help you secure your first bookkeeping or finance role.
Is there an exam at the end of the Xero training course?
No. There is no written exam.
Instead, you’ll complete a practical Xero assignment based on real business tasks. A certified Xero advisor will assess your work, provide detailed feedback, and help you improve your bookkeeping and accounting skills.
What are Xero training courses?
Xero training courses teach you how to use Xero cloud accounting software to manage business finances accurately and efficiently.
You’ll learn essential skills such as creating invoices, reconciling bank transactions, managing VAT, processing payroll, generating financial reports, and maintaining accurate bookkeeping records. Practical exercises prepare you for real business situations and help you use Xero with confidence.
Are Xero training courses suitable for beginners?
Yes. Our beginner Xero training courses are designed for learners with little or no accounting experience.
Starting from Level 1, you’ll learn the basics before progressing to more advanced bookkeeping tasks. Each lesson includes practical examples that help you develop confidence using Xero in real-life business environments.
Can I study Xero training courses online in the UK?
Yes. TaxCare Academy offers fully online Xero training courses in the UK, allowing you to study wherever and whenever it suits you.
You’ll receive access to video lessons, practical exercises, learning resources, and tutor support, making it easy to fit your studies around work, family, or other commitments.
How much do Xero training courses cost?
The official Xero certification is available free through Xero’s learning platform.
If you’re looking for practical, tutor-led training, TaxCare Academy offers Xero courses starting from £24.75. Our complete Xero Training Level 1–3 programme costs £299 and includes hands-on learning, practical assignments, and expert tutor support to prepare you for real bookkeeping work.
Why should I choose TaxCare Academy for Xero training?
TaxCare Academy combines practical bookkeeping experience with expert-led Xero training courses designed for real workplaces.
Our courses include step-by-step lessons, real business examples, flexible online learning, tutor feedback, career guidance, and ongoing support. Whether you are starting a new career or improving your accounting skills, you’ll gain practical knowledge that employers value.
