Xero Accounting Bookkeeping 2023

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Pretesh Mistry, CPA

3:41:54

121 View

1 - Basic Setup Navigation

1 - Account sign up.mp4

07:55

2 - Basic navigation.mp4

06:25

3 - Organization settings.mp4

22:18

2 - User Setup Contacts

4 - Section Intro.mp4

00:46

5 - Users permissions.mp4

09:22

6 - History notes audit trail.mp4

02:12

7 - Contacts smart lists.mp4

07:28

3 - Bank Accounts

8 - Section Intro.mp4

00:48

9 - Bank accounts setup.mp4

04:49

10 - Bank rules.mp4

08:20

11 - Bank reconciliation.mp4

08:36

12 - Cash coding.mp4

04:21

4 - Taxes

13 - Section Intro.mp4

00:44

14 - Taxes setup.mp4

05:59

5 - Business

15 - Section Intro.mp4

00:51

16 - Products services.mp4

06:21

17 - Inventory adjustments.mp4

04:22

18 - Quotes.mp4

05:36

19 - Invoicing credit notes.mp4

15:00

20 - Sales overview.mp4

03:35

21 - Purchase orders.mp4

04:31

22 - Bills.mp4

07:08

23 - Purchase overview.mp4

03:53

24 - Expense claims.mp4

08:41

25 - Business snapshot ST cash flow.mp4

07:12

6 - Accounting

26 - Section Intro.mp4

00:39

27 - Overview Settings.mp4

05:21

28 - Chart of Accounts.mp4

09:00

29 - Fixed Assets Settings.mp4

16:50

30 - Manual Journals.mp4

09:59

31 - Find Recode.mp4

03:47

32 - Tracking Categories.mp4

04:02

33 - Exporting Data Assurance Dashboard.mp4

03:10

7 - Reports

34 - Section Intro.mp4

00:22

35 - Basic Reporting.mp4

06:14

36 - Custom Reporting Budget Manager.mp4

04:34

8 - Conclusion

37 - Conclusion.mp4

00:43

Description

Xero Accounting + Bookkeeping

What You'll Learn?

Setup Xero Accounting file from the very beginning
Setup products, customers, vendors
Connect your bank account(s), automate transactions and perform bank reconciliation
Setup taxes
Add products, services and update inventory levels
Create quotes and invoices
Create purchase orders and bills
Analyze business snapshot and short term cash flow
Setup chart of accounts
Add fixed assets and calculate depreciation
Input manual journal entries and understand how to find and recode
Track categories
Exporting data + audit trail
Setup basic + custom reporting

Who is this for?

Small business owners looking for a comprehensive understanding of how to use Xero Accounting from scratch

Accountants and Bookkeepers looking to better understand functionality available in Xero Accounting

Job seekers looking to add Xero Accounting to their CV / Resume

Students or anyone interested in becoming an expert in Xero Accounting

More details

Description
This course is taught by a designated CPA who also has over 15 years of professional experience. We will be starting from the very beginning,Â first by setting up a file from scratch and then working our way through every topic in Xero Accounting. We will be tackling every challenging topic but presenting it in a very digestible and understandable way. Accounting doesn't need to be hard :)

This course is based on practical real-life scenarios. We will fully walkthrough end to end examples together. We'll be connecting our bank accounts so that we can automate as much as possible. We'll also be walking through how to perform a bank reconciliation. Setting up products, services, quotes, invoices, bills and purchase orders are only some of the other areas we will be tackling from a business operations standpoint.

We then shift gears into the technical accounting side of things where we better understand the chart of accounts, setup new accounts like fixed assets and depreciation, along with entering manual journal entries and understanding best practices when it comes to accounting. We round out the course by understanding the out of the box reporting available to us along with setting up our own custom reporting.

The end goal is to have you feeling confident and comfortable with using Xero Accounting so that you can fully utilize this in your business or implement it for other businesses. Overall, you will finish this course and be fully equipped to tackle any business problem that comes your way with Xero Accounting!
Who this course is for:
Small business owners looking for a comprehensive understanding of how to use Xero Accounting from scratch
Accountants and Bookkeepers looking to better understand functionality available in Xero Accounting
Job seekers looking to add Xero Accounting to their CV / Resume
Students or anyone interested in becoming an expert in Xero Accounting

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Accounting

Pretesh Mistry, CPA

Instructor's Courses

Youtube @learnwithpreInstagram @learnwithpreI bring over 15 years of professional experience as a customer-focused and data-driven advisor. I began my career in finance where I spent 4+ years leading complex financial audits for major organization across a variety of industries, both helping ensure the integrity of financial information while also providing value-add recommendations in alignment with strategic objectives. I worked closely with CFOs, Financial Controllers, Chief Risk Officers, and Chief Audit Executives, building trust and helping them execute on their most critical priorities.As a passionate life-long learner, I derive a lot of energy from taking risks and throwing myself into completely new worlds. Shortly after obtaining my CPA, CA designation, I made a shift into the B2B SaaS space where I began implementing risk management, regulatory compliance, internal audit and internal controls software solutions for over 100 global customers. From there, I moved into the world of Software Architecture where I guided and coached implementation consultants, ensuring software implementations were architected with best practices and scalability in mind.More recently I have moved into the world of software sales, where I am a Senior Sales Engineer with a global leading e-Commerce platform. In this role I serve as a trusted advisor to customers, helping to uncover their challenges and paint a future vision for them through detailed discovery, proof of concepts, software demonstrations, statement of work development and blueprinting workshops, partnering with CMO's and CTO's to drive really meaningful results for their organizations.I have combined all of these skills and experiences to bring you the best in class accounting and bookkeeping courses!

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