Xero Bookkeeping Basics

for Makers

A 4-part mini-course delivered live

Click to jump down to the video:

Part 1: Set up

  • Starting your trial
  • Settings & Preferences
  • Chart of Accounts

Part 2: Transactions

  • Entering invoices: Sales and Purchases (Bills)
  • Spend Money / Receive Money
  • Organise your paperwork

Part 3: Bank Balances & Invoices

  • Send sales invoices & reminders
  • Pay your bills
  • Bank reconciliation

Part 4: Reports

  • Profit & Loss Reports
  • Cash Flow Forecast
  • Tracking Categories

More training videos

Why Do Bookkeeping in Your Business?

watch now

Getting Started with Bookkeeping

watch now