Xero Accounting Canada - A Full Comprehensive Course 2023

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Sean Sherman,Sherman Academy

4:50:17

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1. Introduction

1. Course Introduction.mp4

00:43

2. Getting Started

1. Signing up to Xero.mp4

03:36

2. Quick Tour of Xero.mp4

14:57

3. Initial Xero Settings.mp4

14:49

4. Chart of Accounts.mp4

11:56

5. Demo Company.mp4

03:21

6. Tracking Categories.mp4

08:14

7. Contacts.mp4

11:47

3. Invoices and Sales

1. Sales Screen.mp4

04:49

2. Invoice Settings.mp4

12:28

3. Creating an Invoice.mp4

19:41

4. Repeating Invoices.mp4

06:29

5. Credit Notes for Invoices.mp4

11:21

6. Quotes Settings.mp4

02:30

7. Creating Quotes.mp4

07:44

8. Other Invoicing Tasks.mp4

04:11

9. Sending Statements.mp4

03:15

10. Sales Reporting.mp4

08:14

4. Bills and Purchases

1. Purchases Screen.mp4

06:52

2. Bill Settings.mp4

01:53

3. Creating a Bill.mp4

12:59

4. Repeating Bills.mp4

04:34

5. Credit Notes for Bills.mp4

05:59

6. Purchase Order Settings.mp4

01:36

7. Purchase Orders.mp4

07:42

8. Batch Payments.mp4

08:50

9. Other Billing Tasks.mp4

02:43

10. Sending Remittances.mp4

04:13

11. Purchases Reporting.mp4

05:52

5. Products and Services

1. Products and Services Screen.mp4

02:10

2. Adding Services.mp4

03:46

3. Adding Untracked Products.mp4

03:41

4. Adding Tracked Products.mp4

07:32

6. Fixed Assets

1. Fixed Assets Settings.mp4

05:25

2. Adding Assets from Bank Transactions.mp4

05:09

3. Adding Assets from Spend Money.mp4

04:05

4. Adding Assets from Bills.mp4

01:39

5. Depreciation.mp4

03:38

7. Bank Accounts

1. Adding a Bank Account & Automatic Feed.mp4

04:00

2. Uploading Bank Transactions.mp4

03:09

3. Reconciling Invoices, Bills, Spend & Receive Money Transactions.mp4

08:13

4. Remove & Redo vs. Unreconcile.mp4

04:05

8. Payroll

1. About Payroll.mp4

01:11

9. Journal Entries

1. Creating Journal Entries.mp4

08:08

2. Repeating Journal Entries.mp4

03:58

3. View, Edit, or Copy Manual Journals.mp4

03:21

4. Reverse or Cancel Manual Journals.mp4

03:49

Description

Accounting & Bookkeeping Software [4K]

What You'll Learn?

Sign up for Xero
Navigating Xero
Setting up initial Xero settings
Exploring the Chart of Accounts
Using the Demo Company
Creating & using tracking categories
Exploring the Contacts
Familiarizing with the Sales screen
Configuring the Invoice settings
Creating an Invoice
Creating Repeating Invoices
Creating Credit Notes for Invoices
Configuring the Quotes settings
Creating Quotes
Exploring miscellaneous Invoicing tasks
Send Statements
Run various Sales Reports
Familiarizing with the Purchases screen
Configuring the Bill settings
Creating a Bill
Creating Repeating Bills
Creating Credit Notes for Bills
Configuring the Purchase Order settings
Create and manage Purchase Orders
Create Batch Payments
Exploring miscellaneous Billing tasks
Send Remittances
Run various Purchases Reports
Familiarizing with the Products & Services screen
Add Services
Add Untracked & Tracked products
Configuring the Fixed Assets settings
Add assets from Bank Transactions
Add assets from Spend Money
Add assets from Bills
Run Depreciation
Add a Bank Account & Automatic Feed
Upload Bank Transactions
Reconcile Invoices, Bills, Spend & Receive Money Transactions
Remove & Redo Reconciled Transactions
Learning about Payroll in Xero
Create Journal Entries
Create Repeating Journal Entries
View, Edit, or Copy Manual Journals
Delete, Reverse, Archive, Restore, and Void Manual Journals

Who is this for?

This course is designed for business owners, accountants, and bookkeepers who want to gain a deeper understanding of Xero, improve their bookkeeping and accounting skills, and take charge of their business finance. Whether you're a beginner or an experienced user, this course is tailored to provide practical insights and useful tips and tricks to help you make the most out of Xero's features and functionalities. If you're looking to expand your knowledge and skills in Xero, this course is perfect for you. This course is straight to the point with no filler or fluff, just relevant knowledge.

What You Need to Know?

There are no prerequisites or prior knowledge required to take this course.

More details

Description
Why study Xero?
In today's rapidly shifting digital landscape, having knowledge of Xero accounting and bookkeeping software is crucial to staying competitive as a professional. It is essential to use reliable accounting software like Xero that can fulfill all your accounting needs.

About the course:
This course is designed to equip you with the knowledge and skills necessary to effectively use Xero Accounting software in Canadian business operations. Xero is a powerful cloud-based accounting software that offers a range of features to help businesses manage their financial records, and with this course, you'll learn how to use it to its full potential.
Throughout this course, you'll be introduced to the fundamentals of Xero Accounting, including setting up a company account, creating a chart of accounts, and generating financial statements. You'll also learn how to manage accounts payable and accounts receivable, reconcile bank and credit card transactions in Xero. By the end of the course, you'll have the knowledge and confidence to use Xero Accounting effectively in your Canadian business operations.

What you will learn in this course:
In this course, we will guide you through the process of setting up and using Xero Canada. We'll begin by creating a Xero account for a fictional business and cover the initial settings. We'll also explore contacts, the chart of accounts, and tracking categories, which can be set up from the beginning.
Using the demo company, we will learn how to manage
Invoices
Sales
Bills
Purchases
Products and services (inventory)
Fixed Assets
Bank accounts
Journal Entries
By the end of this course, you'll have the knowledge and skills needed to manage accounts in Xero Canada confidently, whether it's for your own business or your clients' business.
Who this course is for:
This course is designed for business owners, accountants, and bookkeepers who want to gain a deeper understanding of Xero, improve their bookkeeping and accounting skills, and take charge of their business finance. Whether you're a beginner or an experienced user, this course is tailored to provide practical insights and useful tips and tricks to help you make the most out of Xero's features and functionalities. If you're looking to expand your knowledge and skills in Xero, this course is perfect for you. This course is straight to the point with no filler or fluff, just relevant knowledge.

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Accounting

Financial Accounting

Management Accounting

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Xero

Sean Sherman

Instructor's Courses

Hi there, I'm Sean, and I'm thrilled to share my experience and expertise with you on Udemy.With several years of experience in technology (such as AI and coding), finance & accounting, more, I have a passion for helping others achieve their goals and sharing my knowledge with those who are eager to learn. That’s how I got into the online education industry.As a self-learner, I have always been passionate about expanding my knowledge and skills. I believe that education is a lifelong journey, and I am constantly seeking out new opportunities to learn and grow. Whether it's through online courses, books, or other resources, I'm always eager to dive into new subjects and challenge myself to acquire new knowledge. I believe that self-learning is an essential skill for success in today's fast-paced world, and I am committed to helping others develop this skill as well. With a strong work ethic and a hunger for knowledge, I am confident that I can achieve anything I set my mind to.My journey began in the finance & accounting field, where I gained invaluable experience and honed my skills in that particular field, I’ve also talked to a lot of people. I've worked with a diverse range of clients, from small startups to large corporations, and have always been passionate about staying up-to-date with the latest industry trends and innovations. That's why I make a point to attend conferences, participate in workshops, and collaborate with other experts in the field. And from my experience they all told me one thing: That they are looking to learn something new, reinforcing my belief in the power of learning.I'm excited to bring all of this experience and knowledge to my Udemy courses. Teaching has always been a passion of mine, and I'm thrilled to be able to share my expertise with students on Udemy. My courses on [Related Topics] have received rave reviews from students, who appreciate my clear explanations, engaging teaching style, and practical advice. However, I’m always looking to improve my courses through feedback.Whether you're looking to improve your skills and knowledge, start a new career, or simply expand your knowledge, I'm here to help. With my Udemy courses, you'll get a step-by-step guide to mastering topics in many fields, as well as access to my insights and advice from my years of experience in the field.Join me on Udemy today, and let's start your journey to success together!

Sherman Academy

Instructor's Courses

Sherman Academy, a modernized a full-service online course provider company founded on the belief that access to education should be a fundamental right for all. Our story begins with Sean Sherman, who has always had a passion for education and its potential to change lives. During his career as an educator, he saw the challenges faced by individuals who were limited in their educational and professional advancement due to various obstacles. This inspired Sean to create a solution that would provide equal opportunities to all.Determined to make a difference, Sean combined his passion for education and technology to create Sherman Academy. Our mission is to provide high-quality, accessible, and affordable education to individuals around the world.At Sherman Academy, we believe that education has the power to transform lives and communities. That's why we've made it our mission to make learning accessible to everyone, regardless of their background or location. Our online courses are designed to help people from all walks of life reach their full potential and achieve their academic and professional goals.With Sherman Academy, you will have access to a vast selection of courses taught by experienced and knowledgeable instructors. Our courses are carefully crafted to provide you with a comprehensive learning experience, combining interactive lessons, multimedia materials, and hands-on projects. Whether you're looking to expand your knowledge in a particular field, enhance your career prospects, or simply learn something new, we have a course for you. We publish courses on all aspects of technology, business, personal development, communications, the arts, and more!We understand that everyone has different learning styles, and that's why we offer flexible and self-paced courses. You can study at any time, from anywhere, and on any device, making it easy for you to fit education into your busy life.At Sherman Academy, we are committed to providing you with a seamless and enjoyable learning experience. Our courses are user-friendly and intuitive, and our support team is always available to assist you with any questions or concerns.Join us on this journey to democratize education and break down the barriers that prevent individuals from reaching their full potential. Afterall, education is a journey of discovery. Thank you for choosing Sherman Academy!

Udemy

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