Quickbooks and Xero Accounting Course
QuickBooks and Xero Accounting Course Definition:
The QuickBooks and Xero Accounting Course is an online training programme that teaches learners how to manage bookkeeping, financial transactions, and business accounts using two leading cloud-based accounting software — QuickBooks and Xero. It helps users understand account setup, invoicing, bank reconciliation, VAT management, and reporting for accurate financial control.
Course Overview
The QuickBooks and Xero Accounting Course is a CPD and QLS accredited qualification, designed for individuals aiming to build or advance their careers in bookkeeping, accounting, or financial management. This course provides a strong foundation in using two of the most popular cloud-based accounting software systems — QuickBooks and Xero — enabling learners to efficiently manage financial records, invoices, and business transactions.
Throughout the course, you will gain practical skills in setting up accounts, processing payroll, managing VAT returns, and performing bank reconciliations using both platforms. You will also learn how to generate financial reports, track business performance, and ensure compliance with accounting standards. In addition, the course introduces key concepts in digital bookkeeping and cloud security, preparing you to work confidently in modern, technology-driven financial environments.
The QuickBooks and Xero Accounting Course is ideal for anyone looking to start or progress their career in bookkeeping, accounting, or financial administration. In Module 1, you’ll be introduced to cloud accounting and learn the core concepts of digital bookkeeping. Module 2 focuses on mastering QuickBooks, covering company setup, invoicing, expenses, bank reconciliation, and VAT reporting.
In Module 3, you’ll explore Xero Accounting, learning how to create accounts, process transactions, manage payroll, and generate financial reports. Module 4 compares QuickBooks and Xero systems, helping you understand workflow differences and best practices for accurate bookkeeping. The final module provides real-world applications and practical tips to manage multiple clients or small business finances efficiently.
Upon completion, you’ll earn a CPD and QLS accredited certificate, validating your expertise in cloud-based accounting and giving you a competitive edge in the financial industry.
- Aspiring bookkeepers or accountants looking to gain a formal qualification in cloud-based accounting
- Finance professionals seeking to enhance their skills in QuickBooks and Xero software
- Small business owners or freelancers wanting to manage their own accounts efficiently
- Administrative or office staff aiming to expand their bookkeeping and financial management skills
- Anyone interested in learning modern digital accounting systems to improve career prospects in finance
- CPD and QLS Accredited: Earn a recognised qualification that strengthens your career in accounting and bookkeeping.
- Expert Instructors: Learn from experienced professionals with extensive knowledge of QuickBooks, Xero, and financial management.
- Flexible Learning: Study online at your own pace with 24/7 access to course materials anytime, anywhere.
- Comprehensive Curriculum: Gain practical skills in cloud accounting, VAT management, payroll, reconciliation, and financial reporting.
- Supportive Community: Receive continuous guidance, expert feedback, and dedicated support throughout your learning journey.
- Bookkeeper (Average UK salary: £25,000 – £38,000 per year)
- Accounts Assistant (Average UK salary: £22,000 – £32,000 per year)
- Finance Officer (Average UK salary: £28,000 – £40,000 per year)
- Payroll Administrator (Average UK salary: £26,000 – £38,000 per year)
- Assistant Accountant (Average UK salary: £28,000 – £42,000 per year)
- Accounting Technician (Average UK salary: £30,000 – £45,000 per year)
- Freelance Bookkeeper (Income varies based on clientele, typically £25,000 – £50,000 per year)
Course Curriculum
| Quickbook | |||
| Getting prepared - access the software and course materials | |||
| The structure of the course – first things first! | 00:05:00 | ||
| Set up free trial | 00:03:00 | ||
| Getting started | |||
| Starting A New Company File | 00:11:00 | ||
| Setting up the system | |||
| Enter opening balances | 00:02:00 | ||
| Reverse opening balances – accruals and prepayments | 00:06:00 | ||
| Report Journal | 00:05:00 | ||
| Nominal ledger | |||
| Amend The Nominal Ledger | 00:07:00 | ||
| Report listing the nominal ledgers | 00:02:00 | ||
| Customers | |||
| Enter customers | 00:09:00 | ||
| Report on customer contact information | 00:01:00 | ||
| Suppliers | |||
| Enter Suppliers | 00:05:00 | ||
| Supplier Contact List | 00:02:00 | ||
| Sales ledger | |||
| Enter Invoices | 00:09:00 | ||
| Invoice Entering | 00:03:00 | ||
| Invoice batch | 00:06:00 | ||
| Post Sales Credit Notes | 00:08:00 | ||
| Report showing Customer Activity | 00:03:00 | ||
| Aged Debtors | 00:02:00 | ||
| Purchases ledger | |||
| Post Supplier Invoices | 00:03:00 | ||
| Entering a Batch of Supplier Bills | 00:09:00 | ||
| Credit Notes Suppliers | 00:05:00 | ||
| Reclassify Supplier Bills – Flash Bulbs Purchased | 00:04:00 | ||
| Supplier Account Activity Report | 00:04:00 | ||
| Sundry payments | |||
| Post Cheques | 00:07:00 | ||
| Report showing supplier payments | 00:01:00 | ||
| Sundry receipts | |||
| Receipts from customers | 00:07:00 | ||
| Report showing customer receipts | 00:02:00 | ||
| Petty cash | |||
| Post Petty Cash Transactions and Report | 00:04:00 | ||
| Post cash payments to ledgers | 00:02:00 | ||
| Enter petty cash items | 00:14:00 | ||
| Report on Petty Cash Payments Proper | 00:05:00 | ||
| Post Sundry Payments | 00:05:00 | ||
| Report Bank Payments | 00:03:00 | ||
| VAT - Value Added Tax | |||
| VAT Return | 00:03:00 | ||
| Bank reconciliation | |||
| Reconcile The Bank | 00:10:00 | ||
| Provide A Report Showing Any Unreconnciled Transaction | 00:02:00 | ||
| Payroll / Wages | |||
| Post the Wages Journal | 00:08:00 | ||
| Posting Journal Adjustments | 00:02:00 | ||
| Reports | |||
| Month end adjustments | 00:03:00 | ||
| Month end reports | 00:06:00 | ||
| Tasks | |||
| Task- Crearing the accounts | 00:06:00 | ||
| Task – Customer report | 00:01:00 | ||
| Additional Resources | |||
| Course Paper | 00:00:00 | ||
| Further Reading – QuickBooks Online 2014 The Handbook | 00:00:00 | ||
| Xero Accounting | |||
| Getting Prepared - Access the software and course materials | |||
| Introduction To The Course And Your Tutor | 00:04:00 | ||
| Activating Your Free Trial With Xero | 00:02:00 | ||
| Getting started | |||
| Signing Up For The Free Trial | 00:04:00 | ||
| Instruction of updated Xero accounting software | 00:00:00 | ||
| Create The Organisation | 00:08:00 | ||
| The Ficticious Scenario | 00:02:00 | ||
| Setting up the system | |||
| Add Bank Accounts To The System | 00:14:00 | ||
| Enter Opening Balances | 00:07:00 | ||
| Opening Trial Balance | 00:01:00 | ||
| Nominal ledger | |||
| Amend The Nominal Ledger | 00:06:00 | ||
| Chart Of Accounts Report | 00:01:00 | ||
| Customers & Suppliers | |||
| Enter customers | 00:07:00 | ||
| Reporting Customer And Supplier Information | 00:02:00 | ||
| Sales ledger | |||
| Enter Invoices | 00:07:00 | ||
| Invoicing tips – adding logo, repeat billing | 00:09:00 | ||
| Entering Invoices 6574 to 6610 | 00:16:00 | ||
| Post Credit Notes | 00:03:00 | ||
| Report Showing Customer Activity | 00:08:00 | ||
| Aged Debtors | 00:02:00 | ||
| Suppliers | |||
| Post supplier invoices | 00:09:00 | ||
| Enter suppliers invoices 6028 onwards | 00:14:00 | ||
| Enter More Supplier Invoices No 4308 Onwards | 00:06:00 | ||
| Credit Notes Suppliers | 00:02:00 | ||
| Supplier Activity Report | 00:04:00 | ||
| Aged Creditors Info | 00:01:00 | ||
| Reciepts from Customers | 00:10:00 | ||
| Apply Customer Credit Notes | 00:05:00 | ||
| Purchases ledger | |||
| Post Supplier Cheques | 00:08:00 | ||
| Apply Supplier Credit Notes | 00:03:00 | ||
| Print List Of Bank Receipts And Payments | 00:01:00 | ||
| Sundry payments | |||
| Post Sundry Payments | 00:07:00 | ||
| Make a credit card payment | 00:08:00 | ||
| Petty Cash | |||
| Add Petty Cash Transactions – Week 1 | 00:16:00 | ||
| Add Petty Cash Transactions – Week 2 | 00:12:00 | ||
| Add Petty Cash Transactions – Week 3 | 00:07:00 | ||
| Add Petty Cash Transactions – Week 4 | 00:09:00 | ||
| Imprest System on Petty Cash | 00:04:00 | ||
| Print a Copy of Petty Cash Receipts and Payments | 00:01:00 | ||
| Bad Debt | |||
| Writing Off A Bad Debt – Print Customer Statement | 00:02:00 | ||
| Write Off A Bad Debt | 00:09:00 | ||
| Credit Card | |||
| Reconcile The Credit Card Statement | 00:09:00 | ||
| Bank Reconciliation | |||
| Bank Statement As A CSV File | 00:27:00 | ||
| Bank Statement Closing Balances | 00:11:00 | ||
| Reconcile The Petty Cash | 00:05:00 | ||
| Payroll / Wages | |||
| Wages And Salaries | 00:09:00 | ||
| Post the Wages Journal | 00:07:00 | ||
| Report Wages Journal | 00:02:00 | ||
| Payday | 00:11:00 | ||
| Pay The Two Staff | 00:05:00 | ||
| VAT - Value Added Tax | |||
| Depreciation | 00:04:00 | ||
| VAT Return | 00:03:00 | ||
| Reports | |||
| Month End Reports PnL, BS, TB | 00:05:00 | ||
| Payroll unit | |||
| Using Payroll | 00:12:00 | ||
| Setting Up Employees | 00:10:00 | ||
| Running Payroll – An Example | 00:14:00 | ||
| Conclude | |||
| Recap And Next Steps | 00:06:00 | ||
| What happens next | 00:02:00 | ||
| Resources | |||
| Resources – Xero Accounting | 00:00:00 | ||
| Assignment | |||
| Assignment – Quickbooks and Xero Accounting Course | 2 weeks, 1 day | ||
Certificate of Achievement
Upon completion, you will receive a CPD-accredited certificate recognised globally. Choose from:
Pdf Certificate & Transcript £7.99
Hardcopy Certificate & Transcript £17.99
This certification validates your knowledge and skills, boosting your employability in healthcare.
This course teaches you how to use QuickBooks and Xero accounting software to manage business finances. You will learn how to set up the system, manage customer and supplier accounts, process VAT, handle payroll, and generate financial reports.
This course is ideal for beginners, small business owners, and anyone looking to learn accounting software. No prior accounting experience is required.
No, this course is designed for beginners, so there are no prerequisites. It starts with the basics and guides you through the entire process.
The course helps you efficiently manage key aspects of business finances, such as setting up ledgers, tracking income and expenses, managing VAT, processing payroll, and generating reports for better financial decision-making.
No prior accounting knowledge is required. The course is structured for beginners, guiding you through each step of using QuickBooks and Xero.
The course teaches you how to use QuickBooks and Xero for practical accounting tasks like managing sales and purchase ledgers, handling payroll, VAT, and reconciling bank accounts.
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