DIY Xero Course
Unlock your business's true potential with our comprehensive video tutorial package, designed to empower you with the knowledge and skills to master essential accounting software features.
With our in-depth instructional screen-recorded videos and Checklist, you can customise your chart of accounts, set up bank feeds, configure payroll, manage invoices, and more — all at your own pace.
Don't miss out on this opportunity to streamline your finances, boost productivity, and grow your business. Get started today!
What you’ll get:
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Step-by-Step Instructional Screen Recorded Videos
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Go at Your Own Pace with our Downloadable PDF Checklist
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Customise Your Xero Experience (Chart of Accounts, Organisation Settings, and Custom Invoice Templates)
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Connect Your Finances (Add Business Bank Accounts / Credit Cards and Set Up Bank Feeds)
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Comprehensive Payroll Setup (Calendars, Holidays, Pay Items, and Superannuation)
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Master Xero Essentials (Bank Reconciliation, Bills, Sales Invoices)
PLUS One Hour of Email Support)
What’s Inside the Course
Lesson 1
Initial Setup: Laying the Foundation for Your Xero Journey
Kickstart your Xero adventure by setting up a free trial account, tailoring your chart of accounts, selecting the perfect plan, and customising your organisation’s details. Streamline invoicing and add business bank accounts to unlock the full potential of Xero for your business.
Lesson 2
Payroll Setup: Efficient Employee Payment and Management in Xero
Create a solid foundation for your business by setting up payroll accounts, customising payslips, and managing employee groups. Organize payroll calendars and pay cycles to ensure timely payments, while accurately tracking and processing public holidays, pay items, and superannuation contributions. Tailor Xero to meet your business's unique needs and stay compliant with ATO regulations.
Lesson 3
Financial Management in Xero: Streamline Bank Reconciliation, Bills, and Sales Invoices
Master bank reconciliation, create and manage bills, and enhance your sales invoicing process with Xero. Efficiently handle transactions, automate recurring items, and maintain accurate records for improved financial management. Customise settings to suit your business needs and ensure timely payments, streamlined organisation, and a professional billing process.
Get Started Today!
Take control of your finances with our comprehensive DIY Xero Accounting Setup course! Learn step-by-step how to create an organised, efficient Xero system tailored to your business needs. Say goodbye to hassle and empower yourself with the skills to manage your business finances with confidence.
🙋🏼♀️ Frequently asked questions 🙋🏼♀️
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Access the course through our online learning platform. After purchase, you'll receive login details to start learning at your own pace.
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We offer email support for any questions or concerns during the course. Additionally, our user-friendly platform provides helpful resources for guidance.
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No, this course is a separate purchase and does not include a Xero subscription. You'll need a separate Xero account to apply the course teachings — we’ll show you how to start a free trial in the course itself.
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Yes! The course is self-paced and available online. Take your time to learn and apply the lessons to your Xero account when it suits you.
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Yes, the course is designed for beginners, guiding you through essential Xero setup and processes with easy-to-follow lessons and demonstrations.
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While this course doesn't offer an official certification, you'll gain valuable knowledge and skills in using Xero for your business or personal accounting needs.