(6 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

Lesson 2

Lesson 3

Lesson 4

Course Completion Question

Student Ratings & Reviews

Total 6 Ratings
4 Ratings
2 Ratings
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2 months ago
Very helpful thank you!
4 months ago
Yes great course. I have been using Xero for many years but have learnt lots doing this course
5 months ago
It was a great course, set out well and easy to understand
2 years ago
Good introduction information for Xero
2 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.
2 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!