Xero Basic Skills

Caroline Streatfield

Xero Basic Skills

59 59 people viewed this event.

Course Overview 

By attending this course participants will:

  • understand how to set up Xero for a business
  • become familiar with the Dashboard and navigation
  • understand how the primary functions work
  • be able to perform basic bookkeeping and bank reconciliation on Xero
  • run basic reports to analyse business performance


See the source image



See the source image



See the source image


6 hours

See the source image


£150+VAT per seat*

*We offer special prices corporate prices for teams of 10+ participants


Training Content

Getting Started in Xero

  • Setting up business information
  • Dashboard and navigation

Money In

  • Customer Invoicing and the receive money function
  • Quotes
  • Products and services
  • Accounts receivable

Money Out

  • Supplier bills and the spend money function
  • Purchase Orders
  • Accounts payable


  • Understand the basic principles of banking in Xero
  • Importing and connecting a bank feed
  • Bank rules
  • Bank reconciliation

VAT in Xero

  • VAT settings in Xero
  • Prepare and validate a VAT return
  • Record a payment or refund

Chart of Accounts

  • Understand how the chart of accounts works in Xero
  • The effect on financial reports
  • Add , edit or delete accounts


  • Run financial reports
  • Customise reports
  • Export to excel

Credit notes and journals

  • Process credit notes
  • Enter a basic journal in Xero


Who is Caroline Streatfield?

Caroline Streatfield is a qualified Bookkeeper with over 20 years of experience in the industry, leading a team with a portfolio of around 200 clients and a director of C S Bookkeeping Ltd. offering a full range of bookkeeping services as well as training courses. After leaving the Inland Revenue Office in 1999, she had been working as an independent bookkeeper until establishing her own bookkeeping firm.

She holds a Diploma of the Institute of Certified Bookkeepers, is a QuickBooks Pro Advisor and a Xero Certified Advisor.

Additional Details

Price - 150

Duration - 6


Date And Time



Online Event


Live Online (Zoom)

Event Category


Share With Friends