Xero Essentials  Course

  • Level:  Beginner

  • Author: Victoria Grimshaw
  • Study time: 30 minutes

  • Content:  10 short videos

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Course Overview
Learn the basic essentials of using Xero in just 30 minutes! Including:

  • Creating a Xero account
  • Logging in and accessing the Demo Company so you can explore and try out Xero for free
  • Navigate the menu bar to learn all of Xero's features
  • Adding a bank account and setting up bank feeds
  • Creating your first Sales Invoice
  • Basic Bank Reconciliation
  • 10 Dos and Don'ts When Setting Up Xero


The course consists of 10 videos and a page of links to Xero's Help Centre for future reference.

For further help with setting up and converting to Xero for your business, please book in a Private Session

About your Tutor

Victoria Grimshaw 
Xero and Bookkeeping Trainer
I have been a Bookkeeper and Xero Certified for over a decade. I have a Diploma in Accounting and am a member of the Institute of Certified New Zealand Bookkeepers. I am a Xero Champion Accounting Partner and used to work for Xero's Customer Support Team. 

I know the common mistakes and problems people come up against with Xero and my courses are built around avoiding those pitfalls and getting you using Xero with ease and confidence, whilst making your learning experience fun, efficient and cost effective.

As a Small Business Owner and with my extensive experience working for various business types, I understand the pain points of running your business' finances and am here to help make things easier, less time consuming and less costly for you and your business.
Testimonials

What our learners say

Liked Victoria's approach, teaching style and ability to think on her feet.
Her knowledge is through the roof!
Timmy Smith 
Victoria is extremely knowledgeable about Xero and makes it super easy and straight forward to understand.
Lauretta Goode

 Xero Essentials Course Contents

Enroll for the Xero Essentials Course Now!

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Gina Ford - Waiheke Documents and Security

     

"Vicki at Hit the Books is awesome. She provides fast, friendly and professional assistance and has made learning to use Xero stress free. Highly recommend Vicki and her services"
Save Yourself Time and accounting costs

Time is Money

Avoid the steep learning curve of trying to figure things out for yourself and the often costly mistakes that occur as a result. Doing things in Xero correctly is crucial to avoiding the cost of your accountant having to fix your mistakes. 
Our Student Numbers

Over 100 Students and Counting!

From complete beginners to business owners who've been using Xero for years, we have helped up skill and problem solve for over a hundred  various entities.
It isn't just about Xero

Learn How to do your accounts

Other course providers and Xero themselves only teach how to use the software, but this is only solving 50% of your problem. Learning how to code your transactions correctly is crucial in avoiding making costly mistakes with your GST and year end tax returns
Learning material you can access at any time

Study when you want

Most course providers put a time limit on course completion, but we understand that life can sometimes get in the way and therefore don't set time limits for courses. You can start and finish when you want and will have access to the material to refer back to. 
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