Xero training

KBM will help you get your Xero qualification. We will equip you with the skills needed to carry out your client work in Xero. KBM will provide you with a valuable opportunity of working on real-life client details. It will help you understand how it works and apply it within Xero to get your practical training. It also communicates how different industry sectors work within Xero and how to implement it.

Employers highly recommend this Xero accounting course. Our previous trainees will also recommend KBM as the best choice for Xero training. The trainees have got jobs quickly after Xero training; due to the practical accountancy training, we provided them with learning Xero. KBM deliver complete information and high standards to understand how Xero accounting works. You will also understand how to implement if you want to start a business or work for an employer. 

Xero training caters for anyone who is perhaps has a small business. It gives you reportage of the primary use of commercially available software suitable for the production of small business accounts. Also ideal for students and professionals wishing to gain an understanding of Xero works. Further, Xero is beneficial if you want to continue your studies within bookkeeping or the next level. 

Over 30 years, KBM is contributing to the accounting and finance sectors. We will help you how to use Xero for small business. It is cheaper software than other software such as Sage and QuickBooks. KBM will offer you a tailored programme to match what you are looking for when doing Xero practical training.

You will understand how to manage bank reconciliation, invoice, and many other accounting functions. Xero course will help you to achieve business accounts using this popular accounting software effectively.

Our firm KBM Chartered Certified Accountants & Registered Auditors, is your practical training place. ACCA has recognised the firm as a Gold Level employer. Our qualified accountants and Xero expert/advisors will help during your practical training at KBM. You will receive a course completion certification, so your accounting work experience requirement is fulfilled. 

Course suitability

This course is for everyone wishing to learn Xero and do their bookkeeping/accounts for their business. Also, it can be used for employers business as well. There are no special requirements just that you have internet a PC and are contactable via email if you choose to learn online. 

Job roles

At completion, you will become capable and qualified for the following job roles:

  • Accountant
  • Assistant cloud accountant
  • Bookkeeper
  • Assistant accountant
  • Finance assistant
  • Payroll officer
  • Accounts clerk
  • Junior bookkeeper
  • Junior accountant

Course aims

  • Introducing the financial record by using Xero as cloud-based accounting software.
  • The essential Xero skills to assess your competence in carrying out basic day-to-day bookkeeping routines and activities. It will include business transaction entries and routine bookkeeping tasks. 
  • To increase your knowledge and understanding of financial transactions. 
  • Set up the industry with pension detail and employes details on Payroll in Xero
  • Explaining to your clients how to run Payroll on Xero day to day basis and keeping the recording of it as well.
  • Explaining to your clients how to reconcile and report on their payroll while using Xero software.

Course outline

You will learn Xero by covering the following six sections; each section explains and demonstrates the workflow for Xero software. :

  • Setting up the organisation
  • Setting up pension details,
  • Setting up employees,
  • Processing pay runs,
  • Processing pension details,
  • Reconciling and reporting all the data

Course coverage

  • Xero introduction
  • Mastering sales & invoices
  • Reporting overview
  • Chart of accounts
  • Practical Xero Assessment
  • Preparation of bank reconciliations
  • Making adjustments 
  • Correct discrepancies
  • Tracking outstanding debts and credits 
  • Importing data from bank, credit cards and PayPal
  • Deal with sales and invoices
  • Note of bills and purchases preparation
  • Adding suppliers and customers contacts 
  • Approving and reviewing receipts 
  • Manage cash flow 
  • Scheduling payments
  • Ensuring expenses are claimable
  • Reporting features, view and share reports and budgets, without waiting until the end of the month
  • Import and categorise transactions 

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