This workshop is designed for new users to XERO, to teach the basic functions necessary to reconcile the bank accounts and prepare GST returns.

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Description

An interactive session that will suit all learning types and guide attendees to become confident in the basic day to day XERO use. This course will help you to understand and begin to master the bookkeeping processes as a part of managing your business. 

Outcomes

You will come away from this session being able to:

  • Navigate your way around the dashboard and bank accounts, with the ability to set up bank accounts and bulk import bank transactions
  • Know how to add, edit and delete chart of accounts
  • Ability to reconcile and code bank transactions
  • Ability to find transactions, remove and edit errors.
  • Know how to prepare and file a GST return
  • Be able to use Xero files at a basic level and attach invoices to transactions
  • Confidence in accessing help with Xero

Materials

Laptops will be provided, alternatively you can bring your own if preferred

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