Xero Basic

Unleash the power of Xero with an accounting course that will sharpen your skills, make you more efficient on the job, and will pave the way toward career growth and more opportunities.

This Xero Basics course will set you up with the confidence to navigate and understand Xero key concepts, increasing your software accounting skills to an introductory level or beyond. This course will enable you to develop a strong understanding and practical knowledge of Xero to use the software with increased ability whilst growing your career options in bookkeeping or accounting.

Course developed and taught by real world industry leaders, not academics

100% flexible – Study online, anytime, anywhere, on any device

Industry connections to connect you with employers and industry contacts

Who should enrol in this course

· Bookkeepers, accountants or firms who are using or considering using Xero

· Those wanting to get into a bookkeeping or accounting career who wish to develop a better understanding of accounting concepts and how they are used in Xero

· Business professionals who want to expand their accounting software skills

Course outline

This Xero Basics course teaches you the ins and outs of sales invoices and payments, purchase orders, generating quotes and producing reports such as balance sheets, and profit and loss statements.

This course will get you up to speed with everything you need to know to start using Xero and take your accounting software skills to the next level.

By completing the Xero Basics course, you will develop your accounting expertise and build the job-ready skills and knowledge to:

Understand how Xero plays a part in an accounting or bookkeeping business

Understand how to do accounts payables and accounts receivables processes in Xero

Reconcile reports, including running and lodging a BAS

Course Modules

This course has been specifically built by industry experts who have real-world practical experience and knowledge of the industry. The design of this course develops best-practice skills and knowledge to equip you for the next step of your career.

Fundamentals of Xero including:

    1. Creating an organisation
    2. Understanding Xero dashboard
    3. Adding a tax rate
    4. Creating email templates
    5. Users – adding, editing and removing a user
    6. Understanding files and how to upload invoices into files
    7. Xero HQ
  1. Setting up a company file and where to do this as an advisor
  2. Chart of accounts
    1. Using Xero Chart of accounts
    2. Adding new accounts, delete, merging and archiving accounts
    3. Exporting and importing chart of accounts and how to amend
  3. Conversion balances
  4. Company settings
  5. Opening bank balances
    1. Exporting and importing CSV files
  6. Connect bank account to feed
  7. Managing and adding contacts
  8. Setup products and services
  9. Advanced settings
  10. Financial dates
  11. Lock dates
  12. Tax rates
  13. Tracking categories
  1. Sales dashboard
  2. Invoice stages
  3. Quote
  4. Creating an invoice
  5. Voiding invoices
  6. Copying invoices
  7. Sending invoices
  8. Creating and allocating a credit note, overpaid/prepaid Invoice
  9. Repeating invoices
  10. Customer statements
  11. Purchases dashboard
  12. Bills stages
  13. Purchase orders to invoice
  14. Batch payments
  15. Send remittance advices
  16. Inventory (adding, setting up, importing, updating/removing, adjustments and resolving common inventory problems)
  1. Understanding the statement balance
  2. Find the imported bank statement
  3. Understanding the balance in Xero
  4. Auto matching and cash coding
  5. Remove and redo
  6. Allocating part payments
  7. Bank rules
  8. Transfers
  9. Multiple invoice payment
  10. Duplicate banking transactions
  11. Complete a bank reconciliation report
  12. Fix errors (import, bank rules and statement balance)

Introduction to Xero Add-Ons

  1. Projects
  2. Add tasks, project quotes, staff cost rates, create and approve expenses
  1. Setting up the BAS
  2. Running and lodging a BAS
  1. End-of-year reports
  2. View, publish and export reports
  1. Adding an asset
  2. Disposal of an asset
  3. Maintaining fixed asset register
  4. Depreciation and reconciliation
  1. Setup, submitting, approving and analysing

Course Information

The Xero Basics course is comprised of online, self-paced modules delivered through the Ab² digital learning portal.

At Ab2, we pride ourselves on providing the best student experience, and we will support you throughout the whole of your program completion by providing:

  • Online learning, enabling you to study anywhere, anytime
  • One on one and group coaching sessions with industry experts
  • 24/7 support
  • Student Facebook groups so you can connect with your fellow learners!

15 – 20 hours

6 months from enrolment


  • A working computer with Microsoft Office
  • An internet connection

P10,000 – Installment plan available

Why choose Ab2

100% online – Complete Flexibility – Study Online, anywhere, and anytime

Unrivalled student support by specialists that only serve the accounting and bookkeeping industry

Course developed and taught by real world industry leaders, not academics.

AB² is one of very few RTOs to offer the Tax Practitioners Board approved course to become a registered BAS agent.

Deep industry connections – we participate actively in the accounting and bookkeeping industry, allowing us to connect you with employers and industry contracts to further your career.

Free student membership with accounting and bookkeeping industry bodies

Ready to enrol or want to know more?

Our student experience team are here to help answer any questions you have. We’ll support you every step of the way to ensure you have the best learning experience and complete your program sooner.


Special Introductory Offer

Grab our introductory offer for only $1,490 per student. Regular price at $1,990. For a limited time only. 

Ab2 offers two options for you to pay for your course costs, as well as flexible payment options.

Upfront $1,490: You can save 15% by making an upfront payment of $1,490.

Weekly $65.90: Get started right away by making weekly payments of $65.90, over a period of 26 weeks

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