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Xero Basic Course Level 1 Course

Xero software level 1

15h
Beginner

Requirements

  • There are no entry requirements for the Xero training level–1. However, you should have some common understanding about computer literacy and numeric knowledge.

Enrolment validity: 30 days

£24.75

Material Includes

  • Comprehensive two Case Studies
  • High Quality Video tutorial
  • Access to a personal tutor support
  • Dedicated student support
  • Assignment marking and feedback by a Xero Certified Advisor
  • A recognised Xero certificate on completion
  • Free CV review and free job-hunting tips
  • Professional job reference
  • Free career advice by an industry expert

About Courses

The Xero Level 1 Course at TaxCare Academy is designed for beginners looking to develop essential skills in Xero accounting software. This course covers key areas such as creating invoices, credit notes, quotes, bills, and managing customer and supplier payments. You’ll also learn to generate management reports like Profit and Loss, Balance Sheets, and Inventory, as well as customise VAT and financial settings. Perfect for those starting out in accounting or business management, this course provides practical, real-world applications of accounting knowledge using Xero. Start building your expertise today!

Tutor Instructions:

  1. Please download the case study and read it through.
  2. Understand the requirements and make necessary notes and
  3. Now watch the videos and follow the instructions.
  4. You need to create a new email ID in order to sign up free trial.
  5. If you require further support, contact your tutor at info@taxcareacademy.co.uk

What Will I Learn?

  • Unique practical business case studies and work-based scenarios
  • Online lectures design and delivered by a professional accountant.
  • Personal Tutor Support
  • Assignment marked by a Xero Certified Advisor.
  • CPD verifiable certificate
  • Claim 6 CPD points
  • Access to Xero software
  • Employer Reference Letter 100% applicable at workplace

COURSE 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

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