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Xero Online Accounting - the Practical Data Entry Course

Learn to use Xero on a day-to-day basis, by following the step-by-step practical instructions in this course.

4.6 / 5.0
278 students3 hours 9 minutes

Created by Marion Thomson, offered on Udemy

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Student feedback


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Course length


We analyze course length to see if courses cover all important aspects of a topic, taking into account how long the course is compared to the category average. This course has a length of 3 hours 9 minutes, which is pretty short. This might not be a bad thing, but we've found that longer courses are often more detailed & comprehensive. The average course length for this entire category is 5 hours 59 minutes.

Overall score


This course currently has a bestcourses score of 5.2/10, which makes it an average course. Overall, there are probably better courses available for this topic on our platform.



My 'Xero Online Accounting - Practical Data Entry' course will take you from beginner level to being confident using Xero for all your ongoing data entry.

As the name suggests, it's a very practical course, so perfect for the student who enjoys learning by doing.  The course is video based where I show you how to do something in Xero, then give you a practical assignment for you to complete at the end of each lesson.

Here's what's included in the course:

After a quick welcome  and an explanation of the course format, you will be shown how to register for your 30-day free trial in Xero.

The course includes no less than 24 practical assignments, so there's plenty for you to do. For each assignment there is a video lesson where I show you step by step what you need to do in Xero. Then you are given the opportunity to repeat the assignment in your own Xero account.  You have the option to refer back to the videos as often as you need to, and you can always ask me questions if you are unsure about anything.

Here's what we cover in the assignments:

*Assignment 1.1*  -  Setting up your Organisation

*Assignment 1.2*  -  Tidying the Chart of Accounts

*Assignment 1.3*  -  Opening Balances

*Assignment 2.1*  -  Sales Invoice Setup

*Assignment 2.2*  -  Sales Invoices and Credit Notes

*Assignment 2.3*  -  Sales Reporting

*Assignment 3.1*  -  Adding Suppliers

*Assignment 3.2*  -  Purchase Invoices and Credit Notes

*Assignment 3.3*  -  Purchases Reporting

*Assignment 4.1*  -  Importing a Bank Statement

*Assignment 4.2*  -  Customer Receipts

*Assignment 4.3*  -  Customer Receipts Reporting

*Assignment 4.4*  -  Supplier Payments

*Assignment 4.5*  -  Supplier Payments Reporting

*Assignment 4.6*  -  Sundry Bank Receipts and Payments

*Assignment 4.7*  -  Sundry Bank Receipts and Payments Reporting

*Assignment 5.1*  -  Customer Defaults

*Assignment 5.2*  -  Item Codes

*Assignment 5.3*  -  Supplier Defaults

*Assignment 5.4*  -  Repeating Purchase Invoices

*Assignment 6.1*  -  Merging Duplicate Contacts

*Assignment 6.2*  -  Amending Sales Invoices

*Assignment 6.3*  -  Amending Purchase Invoices

*Assignment 6.4*  -  Find and Recode

Throughout the course I share with you my expert knowledge - I'm a UK qualified accountant and I've been using Xero for over 7 years.

I look forward to sharing my love of Xero with you and welcome any questions during or after the course.

This course is specifically geared towards beginners, so it doesn't include the more advanced topics of Payroll, Fixed Assets and VAT.

What are you waiting for, let's get started!!

What you will learn

  • Everything you need to know to use Xero for day-to-day data entry
  • How to sign for a Xero free trial and enter your organisation details
  • Learn how to design sales invoice layouts, create and issue sales invoices
  • How to enter purchase invoices and credit-notes, including attaching backup
  • Learn all about importing bank statements and reconciling your bank transactions
  • Check your data entry by designing and running reports
  • Save time and avoid mistakes with my Xero Tips and Tricks
  • Learn how to easily make changes and correct your mistakes


  • A computer with internet access and a willingness to learn
  • And the commitment to complete the assignments - it's not just about watching the videos!
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Frequently asked questions

  • Price: $79.99
  • Platform: Udemy
  • Language: English
  • 3 hours 9 minutes
Xero Online Accounting - the Practical Data Entry Course thumbnail

bestcourses score: 5.2/10

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