Xero Essentials: From Setup to Month End

This practical online Xero Essentials course is designed for small business owners, aspiring bookkeepers and professionals who want the confidence and skills to use Xero effectively.

Whether you’re learning Xero for the first time, managing the day-to-day finances of a business or looking to add valuable Xero skills to your professional toolkit, this course takes you through the essential functions you’re likely to use in the real world.

You’ll learn how to set up and navigate Xero, manage invoices and expenses, reconcile bank transactions, work with GST and BAS, process payroll and understand key financial reports, all through flexible, online learning you can complete at your own pace.

Practical Xero Skills. Real-World Confidence. 

The benefits of completing this course include:

• CPD-endorsed, supporting your ongoing professional development

• Build practical, job-relevant Xero skills from the foundations up

• Learn how to set up and confidently navigate a Xero organisation

• Manage bank feeds, transaction matching and bank reconciliation

• Create sales invoices and manage customer payments

• Record purchases, bills and everyday business expenses

• Understand the Xero processes involved in reviewing GST and preparing for BAS

• Build your knowledge of Xero Payroll, STP and payday super

• Learn how to use Xero reports to better understand cash flow and business performance

• Develop good month-end processes and Xero controls

• FREE access to the CCH eBook library upon enrolment

• Access trusted resources created by industry experts to support further learning and professional development

• Gain an industry-led course endorsed by ICOES (International Council for Online Educational Standards)

This course is ideal for:

• Small business owners who want greater confidence managing their day-to-day bookkeeping and financial information in Xero

• Aspiring bookkeepers and accounts professionals looking to develop practical Xero skills

• Accounting and finance professionals wanting to strengthen or refresh their Xero knowledge

• Managers and administrators who work with invoicing, expenses, payroll or financial reporting

• Professionals looking to upskill with one of Australia’s most widely used accounting platforms

What you will learn:

1. Xero Orientation: Navigate, Practise & Get Confident

2. Build Your Xero Organisation

3. Bank Feeds, Matching & Reconciliation

4. Sales, Invoices & Customer Payments

5. Purchases, Bills & Business Expenses

6. GST to BAS: Review, Reconcile & Lodge

7. Build Your Xero Payroll

8. Run Payroll: STP & Payday Super

9. Reports, Cash Flow & Business Insights

10. Month-End Review & Xero Controls

By the end of the course, you’ll have a stronger understanding of how Xero works across the everyday financial processes businesses rely on, helping you work more confidently and efficiently within the platform.

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