Share Description
In this data entry course, you will learn the following:
- Everything you need to know to use Xero for day-to-day data entry.
- How to sign up for a Xero free trial and enter your organization details.
- Learn how to design sales invoice layouts, and create and issue sales invoices.
- How to enter purchase invoices and credit notes, including attaching backup.
- Learn all about importing bank statements and reconciling your bank transactions.
- Check your data entry by designing and running reports.
- Save time and avoid mistakes with my Xero Tips and Tricks.
- Learn how to easily make changes and correct your mistakes.
Syllabus :
1. Getting Started
- Entering company information
- Tidying the Chart of Accounts
- Entering Opening Balances
2. Data Entry - Sales
- Sales setup
- Creating sales invoices and credit notes
- Sales reporting
3. Data Entry - Purchases
- Adding suppliers
- Entering purchase invoices and credit notes
- Purchases reporting
4. Data Entry - Banking
- Importing a bank statement
- Reconciling customer receipts
- Customer receipts reporting
- Reconciling supplier payments
- Supplier payments reporting
- Reconciling bank receipts and payments
- Bank receipts and payments reporting
5. Xero Tips and Tricks
- Customer defaults for sales invoices
- Using Item Codes for sales
- Supplier defaults for purchase invoices
- Using Repeating Invoices for Purchases
- Tips and Tricks Quiz
6. Troubleshooting
- Removing duplicate contacts
- Amending sales invoices
- Amending purchase invoices
- Using Find and Recode
By the end of this course, you'll confidently handle bookkeeping tasks, generate financial reports, and optimize business finances using Xero. No prior experience is required!
