XERO courses

choose the level you need from the selection below

Xero Set Up Essentials

Xero Set Up Essentials

Guided walkthrough on setting up Xero Accounting Software.

Xero Foundations

Xero Foundations

For Xero users to learn the basics of the software.

Foundations Plus

Foundations Plus

To build on the existing skills and knowledge of Xero.

Xero Advanced

Xero Advanced

Designed for Bookkeepers and Accountants.

Xero Troubleshoot

Xero Troubleshoot

Not-so-common issues when using the software.

xero set up essentials

  • Initial set up of the software including;

  • Financial Settings & Dates

  • Inviting Users & Access Levels

  • Contacts & Invoice Settings

  • Connecting the Bank Feed

xero foundations

  • Basics of using the software including;

  • Sales Invoices & Credit Notes

  • Purchases Invoices

  • Bank Reconciliation

  • Reporting

xero foundations plus

  • Build on existing knowledge including;

  • Payment Settings

  • Marketplace & SaaS Integrations

  • Bad Debt Write Offs

  • Merging Contacts

xero advanced

  • Designed for accounting users including;

  • Journals

  • Reconciliation Reports

  • Find and Recode

  • Xero Audit Log

xero troubleshooting

  • Not-so-common issues solving including;

  • Bank statement issues

  • Clearing accounts

  • Conversion balances

  • Useful Reports

It's lovely to meet you. I'm a Welshy who is also an educator, entrepreneur, podcaster and fully believe in encouraging others.

NAVIGATE

© Alexis Charkiw 2026 | All Rights Reserved | Privacy Policy | Terms & Conditions