Xero - Mastering Sales in Xero

The COMPLETE GUIDE to entering your SALES in XERO - efficiently and accurately.

Ratings: 4.71 / 5.00




Description

•THERE IS A NEW INVOICING SCREEN (FROM JUNE 2019) WHICH THE COURSE HAS NOT BEEN UPDATED TO YET - IT USES THE CLASSIC INVOICING RATHER THAN THE NEW INVOICING.

*THE COURSE HAS BEEN UPDATED TO REFLECT THE NEW XERO NAVIGATION INTRODUCED AT THE END OF NOVEMBER 2018


Are you an accountant, bookkeeper or aspiring bookkeeper who wants to earn a decent living from Xero?

Are you a regular Xero user, but feel that you could get much more out of the software?

Do you want to save time, avoid mistakes and improve your cashflow by really getting to grips with Xero?

If you answered "yes" to any of the above then this course has been created specifically for you.

In this "Mastering Sales in Xero' course I will teach you everything you need to know about sales in Xero.  This includes many tips and tricks I have learned from using Xero for over 5 years.

I will show you step-by-step how to enter simple transactions, deal with tricky transactions and run reports.  

We will then cover in detail Quotes, Rebillable Expenses and finally Opening Balances.

The course is geared for all levels, so although basic accounting knowledge would help it's not essential. 

Regardless of your level of expertise in Xero, you will learn new skills that you will be able to use on a daily basis.

I look forward to sharing my Xero knowledge with you, so let's get started!

What You Will Learn!

  • How to design your Sales Invoice layout in Xero
  • How to create your Sales Invoices in Xero
  • How to copy, amend and delete Sales Invoices in Xero
  • How to reconcile bank receipts related to your Sales
  • Tips and tricks - how to save time and reduce mistakes
  • Reporting in Xero related to your Sales
  • How to create and send Quotes to your Customers
  • How to assign, track and recharge rebillable expenses to your Customers
  • How to enter Customer Opening Balances when switching to Xero

Who Should Attend!

  • Bookkeepers - whether you are new to Xero or using it regularly
  • Aspiring bookkeepers - do you want to earn a living from Xero?
  • Accountants - do you want to quickly become a Xero hero?
  • Regular Xero users - I guarantee to improve your Xero skills with this course