NEWThe Complete AI Skills Bundle 2026 — 9 courses, 9 CPD certificates, one price. Explore the bundle →

Xero Complete Bookkeeping and Accounting

The Xero Complete Bookkeeping and Accounting course teaches you how to efficiently manage financial records using Xero. Learn everything from bank reconciliation to multicurrency transactions, boosting your accounting productivity and accuracy.

Review Image
Created By
39 STUDENTS ENROLLED

Loading video…

Choose Your Plan

**Additional shipping charge will be added for international delivery outside UK
TAKE THIS COURSE

Choose Your Plan

**Additional shipping charge will be added for international delivery outside UK
TAKE THIS COURSE
[course_video id="895706650"]

Nitty Gritty

Last audited and Updated on : September 2025

Learning Outcome

Course Overview

The Xero Complete Bookkeeping and Accounting course is designed to provide a comprehensive understanding of Xero, one of the most popular cloud-based accounting software platforms. This course is structured to cater to all levels, from beginners to advanced users, ensuring a step-by-step approach to mastering the software.

The course begins with the Beginner Level, where you’ll learn the fundamentals of setting up and navigating the Xero system. You’ll gain hands-on experience in managing Customers and Suppliers, recording Bank Payments and Receipts, and handling Petty Cash. The module also introduces the management of Fixed Assets, helping you keep track of business property and equipment.

As you progress to the Intermediate Level, you’ll dive deeper into more complex features, starting with Bank Reconciliation to ensure your financial records match your bank statements. You’ll learn to manage Business Credit Card Accounts, generate Aged Reports, and understand the importance of accurate Payroll and Journals. This level also introduces VAT Returns, allowing you to navigate tax compliance with ease.

The Advanced Level focuses on more sophisticated accounting techniques. You’ll master CIS Returns for construction industry schemes, as well as understand Accruals and Prepayments to recognise income and expenses more accurately. You’ll also learn how to post Depreciation Journals, prepare Management Reports, and develop Budgets and Cash Flow projections. This level further explores Payment Services on Xero and how to use Bank Rules to automate processes. 

Additionally, you’ll learn to manage Multicurrency transactions, enhancing your ability to work with international clients and suppliers. The App Marketplace module introduces third-party tools to extend Xero’s functionality, while the Resources Available During Covid-19 guide you through the financial implications of the pandemic. You’ll also be taught the techniques for Error Correction in your accounting records, ensuring your financial data is always accurate.

Throughout the course, you’ll also have access to the Xero Coursebook, and upon completion, you can Order Your Transcript to showcase your expertise. Whether you are managing your business finances or working as an accountant, this course will provide you with the practical skills needed to utilise Xero effectively, boosting your productivity and accuracy in accounting.

Ideal Participants for This Course

  • Small business owners looking to manage their accounting on Xero.
  • Accountants and bookkeepers seeking to improve their Xero skills.
  • Finance professionals who want to gain a deeper understanding of cloud-based accounting.
  • Entrepreneurs who want to streamline their business financial processes.
  • Anyone interested in pursuing a career in accounting or bookkeeping.
  • Individuals preparing for Xero certification exams.
  • Managers and supervisors who oversee accounting departments.
  • Freelancers or consultants offering bookkeeping and accounting services.

Requirements:

  • No prior accounting experience required.
  • Basic computer literacy and familiarity with accounting concepts will be helpful.
  • A keen interest in learning cloud-based accounting software.

Course Instructor

Ujjwala D’Souza

Ujjwala Dsouza

Ujjwala D’Souza brings over 10 years of experience in bookkeeping and company accounts, specialising in year-end procedures, VAT returns, and CIS returns. With extensive expertise in Xero, Sage, and QuickBooks, Ujjwala is highly qualified to guide you through mastering Xero and improving your accounting practices. Her hands-on approach and deep industry knowledge ensure that learners gain practical, real-world skills, making her the ideal instructor for this course.

Accreditation

This Xero Complete Bookkeeping and Accounting course is accredited by CPDQE, ensuring that the training meets the highest standards of professional development. This accreditation ensures that the course content is relevant, up-to-date, and recognised by industry professionals. Completing this course demonstrates your commitment to professional growth and proficiency in using Xero for efficient, compliant bookkeeping and accounting. The CPDQE certification adds credibility to your skillset, enhancing your career prospects in the accounting and finance sector.

What Students say about us

Frequently Asked Questions

Everything you need to now about he product billing.

A Xero course is a structured training program designed to teach individuals how to use Xero accounting software effectively. It covers key bookkeeping and accounting functions such as managing invoices, bank reconciliation, payroll, financial reporting, and VAT submissions. Whether you’re a beginner or looking to improve your skills, a Xero course helps you understand and apply practical accounting processes within a cloud-based system used by businesses worldwide.

Yes, Xero is easy to learn—especially with the structured guidance provided in this course. Xero Complete Bookkeeping and Accounting is designed to simplify every aspect of the software, making it accessible even for beginners. Through step-by-step lessons, real-life examples, and hands-on practice, you’ll gain the confidence to manage everything from invoicing to bank reconciliation and financial reporting. This course ensures you not only understand Xero but also know how to apply it in real-world bookkeeping and accounting tasks.

Yes, you can learn Xero on your own—but having a structured course like this one significantly speeds up the process. Our Xero Complete Bookkeeping and Accounting course is designed to guide you step by step, eliminating guesswork and helping you avoid common mistakes. With clear explanations, practical examples, and hands-on exercises, you’ll learn how to navigate Xero confidently and apply it to real-world bookkeeping and accounting tasks. It’s a much faster and more effective way to become Xero-proficient than trying to figure it out alone.

Using Xero makes bookkeeping and day-to-day financial tasks much easier, but you may still benefit from an accountant, especially for more complex areas like tax planning, annual accounts, or financial strategy.

That said, with the Xero Complete Bookkeeping and Accounting course, you’ll gain the skills to confidently handle tasks like invoicing, bank reconciliation, VAT submissions, and reporting on your own. This can reduce your reliance on an accountant and help you save on routine accounting fees—while knowing when to seek expert advice for more advanced matters.

Xero plans currently start from £16/month and go up to £59/month, offering tiered functionality to suit different business needs.

  • Ignite Plan (£16/mo): Ideal for sole traders or start-ups. Includes core accounting essentials like bank reconciliation, VAT returns, invoice limits (20 per month), and basic cash flow tools.

  • Grow Plan (£33/mo): Removes usage limits, includes unlimited invoicing and basic payroll for one person; great for growing small businesses.

  • Comprehensive Plan (£47/mo): Includes payroll for up to five people, expense claims, multi‑currency and advanced forecasting.

  • Ultimate Plan (£59/mo): Xero’s most comprehensive tier—supports ten payroll users, project tracking, unlimited invoices, and full cash flow visibility.

Note: From 1 September 2025, prices across Grow, Comprehensive, and Ultimate plans will increase slightly: Grow to £37/mo (+£4), Comprehensive to £50/mo (+£3), and Ultimate to £65/mo (+£6)

The cost of a bookkeeping package can vary widely depending on the level of service, business size, and whether you’re hiring a professional or managing it yourself. On average:

  • Basic bookkeeping services typically start from £50–£150/month for small businesses.

  • Comprehensive packages including payroll, VAT returns, and management accounts can range from £200–£500/month or more.

Xero can be cheaper or similarly priced to QuickBooks, depending on the plan and features you need. Xero’s pricing starts at around £16/month, while QuickBooks starts at approximately £14/month for basic plans. However, Xero includes unlimited users on all plans, which can be a significant cost advantage for businesses with multiple team members.

With our Xero Complete Bookkeeping and Accounting course, you’ll learn how to make the most of Xero’s features—helping you get maximum value for your subscription. We also guide you through choosing the right plan based on your needs, so you don’t pay for tools you won’t use.

Xero is better than Excel for bookkeeping and accounting because it’s built specifically for managing finances—automating tasks, reducing errors, and saving time. Unlike Excel, Xero automatically imports bank transactions, reconciles accounts, generates real-time reports, handles VAT submissions, and keeps your data secure in the cloud.

With our Xero Complete Bookkeeping and Accounting course, you’ll learn how to use Xero efficiently to streamline your financial processes. You’ll eliminate the manual work and risk of errors often associated with Excel spreadsheets, and gain confidence in managing your business accounts professionally and accurately.

Yes, Xero is a valuable and in-demand skill, especially in bookkeeping, accounting, finance, and business administration. Knowing how to use Xero demonstrates that you can manage financial records, perform reconciliations, generate reports, and handle day-to-day accounting tasks using industry-standard cloud software.

By completing the Xero Complete Bookkeeping and Accounting course, you’ll develop hands-on proficiency in Xero—making it a strong addition to your CV and a practical skill for business owners, freelancers, and job seekers in finance-related roles.

Xero is not a full ERP (Enterprise Resource Planning) system, but it does offer some ERP-like features for small to medium-sized businesses—such as invoicing, inventory tracking, payroll, and financial reporting. It excels as a cloud-based accounting solution, and when integrated with other apps (e.g., CRM, inventory, project management), it can function as part of a light ERP setup.

For most SMEs, Xero provides more than enough functionality to manage day-to-day operations without the complexity or cost of a full ERP system.

Our Xero Complete Bookkeeping and Accounting course helps you leverage Xero’s powerful features for streamlined financial management—giving you the tools to operate efficiently, even if you don’t need a full ERP.

Course Curriculum

Course Promo
How to activate Bank Feed on Xero 00:01:00
Beginner Level
Getting Started
Setting up Xero 00:15:00
Setting up of the System
Virtual Tour of Xero 00:14:00
Adding a Busi bank and cash accounts on Xero 00:11:00
Chart of Accounts and conversion balances 00:18:00
Tracking categories 00:05:00
Care for a Feedback 00:01:00
Customers and Suppliers
Customer and Supplier 00:15:00
Create a Project 00:04:00
Supplier Invoices, Credit Notes, Purchas orders 00:26:00
Customer Invoices, Credit Notes, Quotes 00:16:00
Fixed Assets
Fixed Assets 00:10:00
Inventory – Xero – Complete Accounting & Bookkeeping 00:04:00
Bank Payments and Receipts
Bank Feed 00:11:00
Bank Payment and Receipts 00:06:00
Internal Bank Transfer 00:05:00
Repeating Bill 00:08:00
Cash Coding 00:04:00
Petty Cash
Petty Cash 00:17:00
Intermediate Level
Bank Reconciliation
Bank Reconciliation 00:17:00
Business Credit Card Account
Business Credit Card 00:13:00
Aged Reports
Aged Reports 00:06:00
Payroll and Journals
Payroll – Xero – Complete Accounting & Bookkeeping 00:13:00
Vat Return
Vat Return 00:13:00
Advance Level
CIS Return
CIS Return 00:20:00
Accrual and Prepayment
Accrual and Prepayment 00:16:00
Accrued Income and Deferred Income
Accrued Income and Deferred Income 00:10:00
Depreciation Journal
Depreciation Journal 00:08:00
Management Reports
Management Reports 00:12:00
Preparation of Budget
Preparation of Budget 00:08:00
Preparing Cash Flow
Cash Flow – Xero – Complete Accounting & Bookkeeping 00:06:00
Payment Services on Xero
Payment Services on Xero 00:06:00
Bank Rules
Bank Rules 00:08:00
Multicurrency on Xero
Multicurrency on Xero 00:05:00
App Marketplace
App Marketplace 00:04:00
Introduction of Resources available during Covid-19
Introduction of Resources during Covid 19 00:09:00
Correction of Error
Correction of Errors 00:07:00
Xero Coursebook
Xero Coursebook 00:15:00
Order Your Transcript
Order Your Transcript 00:01:00

Don't go just yet!

25% Off Lifetime Learning — All Courses, One Subscription!

Save £1,369 on Lifetime Learning

Get Lifetime Access, Including Future Updates to ALL COURSES at only £180( was £1684)