Xero Accounting (Canada) Course
Description
Unlock the potential of Xero Accounting in the Canadian context with our specialized course. This hands-on program is tailored to individuals, business owners, and accounting professionals seeking to harness the capabilities of Xero's cloud-based accounting platform.
In this course, you'll dive deep into the functionalities of Xero, learning how to streamline financial processes, manage transactions, and generate insightful reports. Through step-by-step tutorials and practical examples, you'll develop proficiency in using Xero to optimize financial management and decision-making.
Key Topics:
-
Introduction to Xero: Familiarize yourself with the interface, features, and benefits of Xero's accounting platform.
-
Chart of Accounts Setup: Learn to configure your Xero accounts in accordance with Canadian accounting classifications and reporting requirements.
-
Transactions and Bank Reconciliation: Master the art of recording transactions, reconciling bank statements, and maintaining accurate financial records.
-
Financial Reporting: Generate comprehensive financial statements and custom reports tailored to Canadian reporting standards.
Who Should Enroll:
-
Small business owners looking to efficiently manage their financials.
-
Accounting professionals aiming to enhance their skill set and leverage Xero for clients in Canada.
-
Individuals seeking to upgrade their accounting software knowledge with a focus on the Canadian context.
What you will learn:
✓ Sign up for Xero
✓ Navigating Xero
✓ Setting up initial Xero settings
✓ Exploring the Chart of Accounts
✓ Creating & using tracking categories
✓ Exploring the Contacts
✓ Familiarizing with the Sales screen
✓ Configuring the Invoice settings
✓ Creating an Invoice
✓ Creating Repeating Invoices
✓ Creating Credit Notes for Invoices
✓ Configuring the Quotes settings
✓ Creating Quotes
✓ Exploring miscellaneous Invoicing tasks
✓ Send Statements
✓ Run various Sales Reports
✓ Familiarizing with the Purchases screen
✓ Configuring the Bill settings
✓ Creating a Bill
✓ Creating Repeating Bills
✓ Creating Credit Notes for Bills
✓ Configuring the Purchase Order settings
✓ Create and manage Purchase Orders
✓ Create Batch Payments
✓ Exploring miscellaneous Billing tasks
✓ Send Remittances
✓ Run various Purchases Reports
✓ Familiarizing with the Products & Services screen
✓ Add Services
✓ Add Untracked & Tracked products
✓ Configuring the Fixed Assets settings
✓ Run Depreciation
✓ Add a Bank Account & Automatic Feed
✓ Upload Bank Transactions
✓ Reconcile Transactions
✓ Remove & Redo Reconciled Transactions
✓ Learning about Payroll in Xero
✓ Create Journal Entries
Need more information? Click on the contact button to submit your inquires.
Find Xero content on our YouTube channel
_edited.png){kind=small}