4.75
(12 Ratings)

Navigating Xero – the basics

Categories: Xero for Bookkeepers
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About Course

Get started with Xero using Smart Books® tips to give you confidence and awareness of where to look within the system. Access the useful resources Xero provides to further your knowledge and learning. Be prepared before you start the ‘doing’! Course Topics

  • Xero resources – for bookkeepers, accountants, and business owners
  • Help in Xero – generally, specifically, and for ongoing learning
  • Default settings and basic features
  • Navigating and customising the Xero Dashboard
  • Xero.com and Xero Central links and information

What Will You Learn?

  • Awareness of the wealth of Xero resources available
  • Effectively able to obtain support when you need it
  • Test and learn ‘on the job’ with the Demo Company
  • Knowing where to go to check and update settings
  • Customised dashboard to streamline your workflows
  • Value-add –share your knowledge and give other users the ‘how to’

Course Content

Lesson 1

  • Xero Resources
    19:57

Lesson 2

Lesson 3

Lesson 4

Course Completion Question

Student Ratings & Reviews

4.8
Total 12 Ratings
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AP
8 months ago
There was things that i have not explored like setting up Sales Invoice Template. That was a good learning session.
TW
2 years ago
I am a Xero user but there were a couple of tips that were really helpful. Thank you :)
CN
2 years ago
Great course for people new to Xero and a good refresher for those not so new. Leaine explained everything very well on the basics of Xero. Good pace which was easy to follow and understand. I've been a Xero user for a while and learned some new things plus picked up some helpful tips which will come in handy.
TB
2 years ago
Very good for beginners - nice and clear and
JU
2 years ago
It informative and helpful.
SI
2 years ago
.great information and easy to follow
LI
2 years ago
Very helpful thank you!
BM
2 years ago
Yes great course. I have been using Xero for many years but have learnt lots doing this course
JJ
2 years ago
It was a great course, set out well and easy to understand
LB
4 years ago
Good introduction information for Xero
SN
4 years ago
Great course for anyone starting out with Xero. Having each lesson broken down into smaller chunks of time which you can come back to and complete is really good if you are short on time. Providing a demo while explaining makes it easy to follow and understand what to do.
TG
4 years ago
Perfect for anyone new to Xero, great information all while demonstrating it live, explaining both the how to and also the why. I learnt a new shortcut I didn't know existed which I will definitely use almost daily!