Xero Training Course | Practical Bookkeeping

Apr 23, 2020

Xero Training

XERO is an increasingly demanding software in the field of accountancy. Our XERO training course will enable you to experience practically all the features of Xero. It’s a comprehensive software to start to get a process to save your time and get you on the right track with the help of financial reports.

KMB provide flexible one-to-one training which can be arranged over weekends or according to the schedule which suits you. Our XERO training gives you the confidence to use XERO accounting software and enables you to how to deal with the technical aspects.

The training is completely customised to you and some of the most popular areas for training include:

Introduction to Xero "A Handy Accounting Software" includes:

  • Dashboard Navigating within Xero
  • Graphic representation of Accounts
  • Setting up new accounts
  • Setting up new bank accounts
  • Housekeeping and setting up new users

Sales Ledger

  • Setting up new customer accounts
  • Setting credit limits
  • Entering sales invoices
  • Recording sales credit notes
  • Recurring sales invoices
  • Preparing customer statements
  • Xero Network Key

Purchase Ledger

  • Setting up new supplier accounts
  • Preparing supplier address lists
  • Entering and coding purchase invoices
  • Recording purchase credit notes
  • Preparing remittance advice notes

Bank Transactions

  • Recording sales and non-sales receipts
  • Entering supplier payments
  • Accounting for cash transactions
  • Entering recurring payments
  • Automated Bank Feeds
  • Bank reconciliations (what makes Xero stand out from Sage, Quickbooks, etc.)
  • Setting up Bank Rules
  • Cash Coding


  • Aged debtor analysis
  • Aged creditor analysis
  • Monthly management accounts
  • Trial Balance
  • Profit and Loss Account
  • Balance Sheet
  • Budget Reports
  • Customising Reports

VAT Returns

  • Preparing quarterly VAT Returns
  • Reconciling the VAT Return
  • VAT cash accounting scheme
  • Other VAT issues
  • Online submission of VAT Return to HMRC


Advantages of Xero Training at KBM

After completing the Xero Training, you will have clear knowledge and understanding about the usage of Xero Software and how to add Multi-user so that they can access the Xero at the same time. As Xero is online software, so there's nothing to worry about installation and everything is backed up in a Cloud. You will also get a certified XERO Advisor that give you the skills needed to set up new clients and carry out daily activities.

After getting these technical skills, you will be ready to apply for Job Roles mentioned below

  • Account Assistant
  • Management Accountant
  • Financial Controller
  • Senior Accountant
  • VAT Manager
  • Bookkeeper
  • Credit Controller

Lastly, contact Us, if you are looking to improve your accounting technical skills and want to apply for dream jobs. Call Us at 020 8992 4506 to get more details about our courses and other training in London office and +44 (0) 12 1260 1898 in Birmingham Office or email on info@kbmtr.com