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Xero - The Next Steps

You have learnt and understood the basic principle of Xero and are ready to learn more. Then this course is for you.


  • Recap and overview the Xero system and the Dashboard.

  • Look at key settings in Xero.

  • Bank Accounts and reconciliation - look at how to correct errors and how to fixed matching mistakes.

  • Sales - look at Quoting and following through to Invoiceing.

  • How to upload and attach files.

  • Inventory - what is tracked and untracked? and how do I use Xero to manage my inventory.

  • Fixed Assets - how to a set up a fixed asset.

  • Payroll - how to set up Employees and enter data.

  • Reporting including Budget Manager.

It is highly recommended that you complete the Xero - An Introduction Course even if you are familiar with Xero.  There are a few tips and techniques that are taught in the Introduction course and then used again in the follow on course but in more depth.

A Certificate of Completion is issued upon completion of this Course.  Very useful for those who are upskilling and require something for potential Employers.


Xero - An Introduction

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