Xero Accounts Introduction
Level: Foundation
Build Essential Xero Accounting Skills
Create Invoices, Record Payments & Manage Expenses
Learn Bank Reconciliation, Reporting & VAT Basics
No Previous Xero Experience Required
Welsh Government Funding Accepted
Course Overview
Duration:
1 Day (9:30am-4:00pm)
Accredited:
No
Exams:
N/A
Funding:
ReAct
Type:
Classroom, Onsite, Virtual
Company group booking discount available
Course Overview
Duration:
1 Day (9:30am-4:00pm)
Accredited:
No
Exams:
N/A
Funding:
ReAct
Type:
Classroom, Onsite, Virtual
Company group booking discount available
The Xero Accounts Introduction course is designed for learners who are completely new to Xero and want to build a solid foundation in using cloud-based accounting software. This practical course introduces the core features and functionality of Xero, helping learners understand how to navigate the software, configure company settings and prepare an organisation's accounts system for day-to-day use. Through hands-on exercises and real-world examples, delegates will gain the confidence to set up and maintain a Xero accounting environment effectively. By the end of the course, learners will have a clear understanding of how to configure Xero and establish the key accounting records required to manage a business successfully.
Target Audience
- Individuals new to Xero accounting software
- Business owners looking to manage their accounts using Xero
- Bookkeepers and accounts administrators seeking to develop Xero skills
- Individuals responsible for setting up a new Xero system
- Anyone looking to build a foundation in cloud accounting software
By the End of This Course, You Will Be Able To:
- Navigate confidently around the Xero accounting system
- Configure company settings and preferences
- Manage user access rights and permissions
- Set up and customise the chart of accounts
- Create and maintain customer, supplier and nominal records
- Enter customer and supplier opening balances accurately
- Enter nominal ledger opening balances
- Prepare a Xero system for day-to-day accounting activities
- Apply best practices when setting up and managing Xero accounts
The Xero Accounts Introduction course is designed for learners who are completely new to Xero and want to build a solid foundation in using cloud-based accounting software. This practical course introduces the core features and functionality of Xero, helping learners understand how to navigate the software, configure company settings and prepare an organisation's accounts system for day-to-day use. Through hands-on exercises and real-world examples, delegates will gain the confidence to set up and maintain a Xero accounting environment effectively. By the end of the course, learners will have a clear understanding of how to configure Xero and establish the key accounting records required to manage a business successfully.
Target Audience
- Individuals new to Xero accounting software
- Business owners looking to manage their accounts using Xero
- Bookkeepers and accounts administrators seeking to develop Xero skills
- Individuals responsible for setting up a new Xero system
- Anyone looking to build a foundation in cloud accounting software
By the End of This Course, You Will Be Able To:
- Navigate confidently around the Xero accounting system
- Configure company settings and preferences
- Manage user access rights and permissions
- Set up and customise the chart of accounts
- Create and maintain customer, supplier and nominal records
- Enter customer and supplier opening balances accurately
- Enter nominal ledger opening balances
- Prepare a Xero system for day-to-day accounting activities
- Apply best practices when setting up and managing Xero accounts
Xero Accounts Introduction
- Overview of bookkeeping
- Overview of VAT
- Understanding the Xero interface
- Creating a Xero account
- Navigating the dashboard
- Setting up company’s information
- Setting up basic layout for – Invoice/Letters/Emails
- Adding contacts (customers and suppliers)
- Sales Ledger – Quotes, Invoices, Credit Notes, Letters, Statements, Record payments
- Purchase Ledger- Purchase orders, Invoices, Credit notes, Payments, Remittance
- Other transactions – Expenses, Credit Card, Paypal, Ebay, Petty Cash
- Simple Bank Reconciliation
- Error correction
- Basic Reporting and exporting
- Basic overview of VAT return
Xero Accounts Introduction
- Overview of bookkeeping
- Overview of VAT
- Understanding the Xero interface
- Creating a Xero account
- Navigating the dashboard
- Setting up company’s information
- Setting up basic layout for – Invoice/Letters/Emails
- Adding contacts (customers and suppliers)
- Sales Ledger – Quotes, Invoices, Credit Notes, Letters, Statements, Record payments
- Purchase Ledger- Purchase orders, Invoices, Credit notes, Payments, Remittance
- Other transactions – Expenses, Credit Card, Paypal, Ebay, Petty Cash
- Simple Bank Reconciliation
- Error correction
- Basic Reporting and exporting
- Basic overview of VAT return
There is no formal assessment associated with this course. Instead, learners will develop and demonstrate their understanding through a series of practical exercises, hands-on activities and real-world scenarios completed throughout the training day. These activities are designed to reinforce learning, build confidence and provide opportunities to apply the knowledge and skills covered during the course in a practical accounting environment.
There is no formal assessment associated with this course. Instead, learners will develop and demonstrate their understanding through a series of practical exercises, hands-on activities and real-world scenarios completed throughout the training day. These activities are designed to reinforce learning, build confidence and provide opportunities to apply the knowledge and skills covered during the course in a practical accounting environment.
- One day of instructor-led training delivered by NILC’s certified Xero trainers
- Comprehensive workbook, course notes and supporting learning materials
- Course recording provided after the training (available on request for virtual live delivery only)
- NILC course completion certificate
- One day of instructor-led training delivered by NILC’s certified Xero trainers
- Comprehensive workbook, course notes and supporting learning materials
- Course recording provided after the training (available on request for virtual live delivery only)
- NILC course completion certificate
There are no formal prerequisites for this course. This course is designed for complete beginners and assumes no previous experience of Xero accounting software. A basic understanding of bookkeeping principles and familiarity with using a computer will help learners get the most from the course, but this is not essential.
There are no formal prerequisites for this course. This course is designed for complete beginners and assumes no previous experience of Xero accounting software. A basic understanding of bookkeeping principles and familiarity with using a computer will help learners get the most from the course, but this is not essential.
Who is the Xero Accounts Introduction course suitable for?
The course is designed for anyone who wants to learn how to use Xero for everyday accounting and bookkeeping tasks. It is particularly suitable for business owners, administrators, finance staff, aspiring bookkeepers and anyone who is new to Xero.
Do I need any previous Xero experience?
No. This is a Foundation-level course designed for complete beginners. You do not need any previous experience using Xero before attending.
Do I need previous bookkeeping or accounting knowledge?
No previous bookkeeping qualification is required. The course includes an introduction to key bookkeeping and VAT concepts before showing you how these are applied within Xero.
Who is the Xero Accounts Introduction course suitable for?
The course is designed for anyone who wants to learn how to use Xero for everyday accounting and bookkeeping tasks. It is particularly suitable for business owners, administrators, finance staff, aspiring bookkeepers and anyone who is new to Xero.
Do I need any previous Xero experience?
No. This is a Foundation-level course designed for complete beginners. You do not need any previous experience using Xero before attending.
Do I need previous bookkeeping or accounting knowledge?
No previous bookkeeping qualification is required. The course includes an introduction to key bookkeeping and VAT concepts before showing you how these are applied within Xero.
Dates & Prices
Upcoming Courses
Live Instructor-Led Virtual
Spaces: Available
Start Date: Tue 06 October 2026
Live Instructor-Led Virtual
Spaces: Available
Start Date: Wed 28 October 2026
Live Instructor-Led Virtual
Spaces: Available
Start Date: Wed 25 November 2026
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How we deliver our courses
Virtual
Our virtual courses allow you to access live instructor-led training from the same expert instructors that deliver our classroom courses, without leaving the comfort of your home or office. All virtual courses are fully interactive, and learners can communicate with their trainer and peers at any time.
Many of our virtual courses are also recorded, so you can recap over the content you learnt as many time as you wish.
Classroom
Our classroom courses allow you to learn and interact face-to-face with our expert instructors in a comfortable and modern training environment. All of our classroom based courses take place at NILC centers, or high quality training facilities, and include all required IT and physical equipment.
We also limit our class sizes to help promote better discussions and to ensure your learning experience is comfortable as possible.
Onsite
Save time and hassle by arranging for one of our expert instructors to come to you. Our onsite courses allow you to learn in a location of your choosing, and you can train as many or as few people as you want – from a single person or team to whole departments. We can also fully customize the course content to the specific requirements of your business or project.
We offer onsite courses throughout the UK and it can be a great team building opportunity for colleagues to come together, bond and discuss.
Online
Our Online Self Paced courses allow you to learn new skills from our expert instructors, in your own time and at your own pace. Our flexible online learning platform allows you to access content on your computer, tablet or mobile device, whether you’re on the move or at home. All our online courses come with immediate access and you can start learning straight away, from any internet enabled compatible device.
We also offer online email support from our expert instructors, so they’re always on hand and happy to help you with any questions which may arise.
Why choose NILC for your training?
Award-Winning Training with Industry-Leading Customer Satisfaction
Trusted Training Partner by Colleges, Government Organisations and Businesses
UK-Based Trainers with Real-World Industry Experience
Family-Run Business with Customer Service at Its Core
Rated Excellent on Trustpilot with 950+ Customer Reviews
Our learners rate us 'Excellent' on Trustpilot
Frequently Asked Questions
The course is designed for anyone who wants to learn how to use Xero for everyday accounting and bookkeeping tasks. It is particularly suitable for business owners, administrators, finance staff, aspiring bookkeepers and anyone who is new to Xero.
No. This is a Foundation-level course designed for complete beginners. You do not need any previous experience using Xero before attending.
No previous bookkeeping qualification is required. The course includes an introduction to key bookkeeping and VAT concepts before showing you how these are applied within Xero.
You will learn how to navigate Xero, set up company information, add customers and suppliers, process sales and purchases, record payments and expenses, reconcile bank transactions, correct errors and produce basic financial reports.
Yes. You will learn how to set up customer records and work with quotes, invoices, credit notes, statements and customer payments using Xero’s Sales Ledger.
Yes. The course covers setting up suppliers and processing purchase orders, supplier invoices, credit notes, payments and remittances, giving you the skills to manage everyday purchase transactions.
Yes. You will be introduced to bank reconciliation and learn how transactions can be matched and reconciled within Xero to help keep your accounting records accurate and up to date.
Yes. The course provides an introduction to VAT and a basic overview of the VAT return process within Xero. More advanced VAT processes are covered within our higher-level Xero training.
There is no formal examination. Your knowledge will be reinforced through informal activities during the training, and you will receive a course completion certificate after attending.
Yes. Eligible learners may be able to access funding through schemes such as ReAct+. Please contact NILC to discuss your eligibility
Frequently Asked Questions
The course is designed for anyone who wants to learn how to use Xero for everyday accounting and bookkeeping tasks. It is particularly suitable for business owners, administrators, finance staff, aspiring bookkeepers and anyone who is new to Xero.
No. This is a Foundation-level course designed for complete beginners. You do not need any previous experience using Xero before attending.
No previous bookkeeping qualification is required. The course includes an introduction to key bookkeeping and VAT concepts before showing you how these are applied within Xero.
You will learn how to navigate Xero, set up company information, add customers and suppliers, process sales and purchases, record payments and expenses, reconcile bank transactions, correct errors and produce basic financial reports.
Yes. You will learn how to set up customer records and work with quotes, invoices, credit notes, statements and customer payments using Xero’s Sales Ledger.
Yes. The course covers setting up suppliers and processing purchase orders, supplier invoices, credit notes, payments and remittances, giving you the skills to manage everyday purchase transactions.
Yes. You will be introduced to bank reconciliation and learn how transactions can be matched and reconciled within Xero to help keep your accounting records accurate and up to date.
Yes. The course provides an introduction to VAT and a basic overview of the VAT return process within Xero. More advanced VAT processes are covered within our higher-level Xero training.
There is no formal examination. Your knowledge will be reinforced through informal activities during the training, and you will receive a course completion certificate after attending.
Yes. Eligible learners may be able to access funding through schemes such as ReAct+. Please contact NILC to discuss your eligibility
Trusted By
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