Xero Training

“Learn as if you were not reaching your goal and as though you were scared of missing it”

― Confucius

Time to learn

Learn how to perform key transactions, draw performance insights from your financial data and become a proficient user and an asset to your company.

Xero Training.

Who’s it for?

Whether you’re looking for ways to ensure your cloud accounting software is working as efficiently as possible or want to brush up on your knowledge as an experienced user, this training is for you. With our wide range of course offerings, we can help you get to grips with the basics all the way up to the more complex functionality.

Course Outline

  • 1. Navigation and configuration

    • Dashboard, headings and Quick Create

    • Settings and Tools

  • 2. Banking

    • Connecting your bank

    • Reconcile transactions

  • 3. Sales Centre: Processing

    • Types of transactions

    • Adding customers and products

    • Inventory (how to load and process)

  • 4. Expenses

    • Types of expenses

    • Adding suppliers

  • 5. VAT

    • Setting up VAT

    • Adding new VAT (agencies and rates)

    • Preparing VAT returns and recording payments

  • 6. Accounting

    • Viewing charts of accounts

    • Creating/editing charts of accounts

  • 7. Reports

    • Running company reports

    • Customising and saving your reports

  • 8. Other transactions

    • Journal entries

    • Statements

    • Inventory adjustments


Courses available and prices

  • QuickBooks Online

    Two-day comprehensive course

    R3 500 (excl. VAT)

  • Xero

    Two-day comprehensive course

    R3 500 (excl. VAT)

  • PaySpace

    One-day basic training including ESS

    R3 500 (excl. VAT)

Advice from Xero

Guide to invoicing

Do your invoices go unpaid for ages? There are proven ways to change that. Check out these tips on the art of invoicing.

Pointers for growing a business

Here are some ideas that have helped other owners grow their businesses. See what would work for you.

5 rules for managing small business cash flow

Cash flow management is vital for a growing business. Here are five rules to help you keep cash flow under control.

We are QuickBooks and Xero migration specialists.