Quickbooks and Xero Accounting Course
Overview
Cloud accounting matters as HMRC reported 2.33 million UK VAT traders in 2024/25, all needing accurate records. QuickBooks and Xero Accounting Course from Thames College helps learners build confidence in bookkeeping software, company setup, sales invoices, supplier bills, VAT returns, payroll journals, petty cash, bank reconciliation, financial reports and month-end accounts.
Study this online accounting course to understand how QuickBooks and Xero support customers, suppliers, ledgers, payments, receipts, reporting and everyday finance control. Designed for flexible study, it supports routes towards bookkeeping assistant, bookkeeper, accounts assistant, finance assistant, payroll assistant, purchase ledger clerk, credit controller, accounting technician and small business finance roles. Enrol today and build cloud accounting skills valued across UK accountancy firms, charities, retail, hospitality, healthcare and office teams with trusted certificate options.
Key Benefits Included
► Accredited by CPD
► Endorsed by QLS (Quality Licence Scheme)
► Instant Access
► 24/7 Learning Assistance
► Self-paced learning and laptop, tablet, smartphone-friendly
► Fully online, interactive course with audio voiceover
► Developed by qualified professionals in the field
Learning Outcomes
This course helps learners build QuickBooks, Xero, bookkeeping, VAT, payroll and reporting knowledge for accounts and finance support roles.
By the end of this course, learners will be able to:
► Navigate QuickBooks and Xero dashboards and main account areas.
► Set up company files, account settings and opening balances.
► Manage nominal ledgers and chart of accounts records.
► Enter sales invoices, sales credit notes and customer receipts.
► Reconcile bank accounts, credit cards and uploaded transactions.
► Prepare VAT return records inside accounting software.
Who is This Course For?
This course suits UK learners who want stronger leadership knowledge, better management confidence and clearer routes into senior roles at work.
► Team leaders aiming to move into higher management roles.
► Supervisors preparing for greater workplace responsibility and authority.
► Managers want sharper leadership, planning and people skills.
► Department heads improving communication and decision-making knowledge.
► HR, training and operations staff supporting workplace performance.
Certification
CPD Certification
After successfully completing the assessment of this course, you can apply for the CPD accredited certificates.
PDF certificate: £9.99
Hardcopy certificate: £15.99
Endorsed Certificate of Achievement from the Quality Licence Scheme
Upon successful completion of this course, you can order an original hardcopy certificate of achievement endorsed by the Quality Licence Scheme. The certificate will be home-delivered, with a pricing scheme of —
► 139 GBP within UK
► 149 GBP for International Delivery — Postal Fees Included
Please Note: Thames College is a One Education approved resale partner for Quality Licence Scheme Endorsed courses
Career Opportunities
This course supports pathways in bookkeeping, accounts support, payroll, finance administration, bank reconciliation, purchase ledger, credit control and small business finance. UK salaries typically range from £18,000–£60,000, depending on role, skills, location and experience.
► Bookkeeping Assistant — Average UK salary: £18,741–£28,397 per year
► Bookkeeper — Average UK salary: £22,000–£35,000 per year
► Accounts Assistant — Average UK salary: £20,944–£34,660 per year
► Finance Assistant — Average UK salary: £23,991–£33,783 per year
► Payroll Administrator — Average UK salary: £27,000–£34,000 per year
► Assistant Accountant — Average UK salary: £25,000–£42,000 per year
Course Curriculum
The course covers a wide range of essential topics, including:
► Accessing the Software and Course Materials
► Course Structure and Learning Approach
► Setting Up a Free Trial
► Starting a New Company File
► Entering Opening Balances
► Reversing Opening Balances: Accruals and Prepayments
► Journal Reports
► Amending the Nominal Ledger
► Nominal Ledger Listing Report
► Entering Customer Records
► Customer Contact Information Report
► Entering Supplier Records
► Supplier Contact List
► Entering Invoices
► Invoice Entry
► Invoice Batches
► Posting Sales Credit Notes
► Customer Activity Report
► Aged Debtors
► Posting Supplier Invoices
► Entering a Batch of Supplier Bills
► Supplier Credit Notes
► Reclassifying Supplier Bills
► Supplier Account Activity Report
► Posting Cheques
► Supplier Payment Reports
► Recording Customer Receipts
► Customer Receipt Reports
► Posting Petty Cash Transactions
► Posting Cash Payments to Ledgers
► Entering Petty Cash Items
► Petty Cash Payment Reports
► Posting Sundry Payments
► Bank Payment Reports
► Preparing VAT Returns
► Reconciling the Bank
► Reporting Unreconciled Transactions
► Posting the Wages Journal
► Posting Journal Adjustments
► Month-End Adjustments
► Month-End Reports
► Clearing the Accounts
► Customer Reports
► Course Paper
► Further Reading: QuickBooks Online Handbook
► Accessing the Software and Course Materials
► Introduction to the Course and Tutor
► Activating a Free Trial with Xero
► Signing Up for the Free Trial
► Updated Xero Accounting Software Overview
► Creating the Organisation
► The Fictitious Scenario
► Adding Bank Accounts
► Entering Opening Balances
► Opening Trial Balance
► Amending the Nominal Ledger
► Chart of Accounts Report
► Entering Customer Records
► Reporting Customer and Supplier Information
► Entering Customer Records
► Reporting Customer and Supplier Information
► Entering Invoices
► Invoicing Tips: Logo and Repeat Billing
► Entering Invoice Batches
► Posting Credit Notes
► Customer Activity Report
► Aged Debtors
► Posting Supplier Invoices
► Entering Supplier Invoices
► Entering Additional Supplier Invoices
► Supplier Credit Notes
► Supplier Activity Report
► Aged Creditors
► Receipts from Customers
► Applying Customer Credit Notes
► Posting Supplier Cheques
► Applying Supplier Credit Notes
► Printing Bank Receipts and Payments Lists
► Posting Sundry Payments
► Making a Credit Card Payment
► Adding Petty Cash Transactions: Week 1
► Adding Petty Cash Transactions: Week 2
► Adding Petty Cash Transactions: Week 3
► Adding Petty Cash Transactions: Week 4
► Imprest System for Petty Cash
► Printing Petty Cash Receipts and Payments
► Writing Off a Bad Debt
► Printing Customer Statements
► Writing Off a Bad Debt
► Printing Customer Statements
► Reconciling the Credit Card Statement
► Using Bank Statements as CSV Files
► Reviewing Bank Statement Closing Balances
► Reconciling Petty Cash
► Wages and Salaries
► Posting the Wages Journal
► Wages Journal Report
► Payday
► Paying Staff
► Depreciation
► VAT Return
► Month-End Reports
► Profit and Loss Report
► Balance Sheet
► Trial Balance
► Using Payroll
► Setting Up Employees
► Running Payroll: Example
► Recap and Next Steps
► What Happens Next
Excellent
4.9 Average - 15 Reviews
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.
The QuickBooks and Xero Accounting Course is an online training programme that teaches learners how both platforms support bookkeeping, invoices, bills, VAT returns, payroll, bank reconciliation and reports for finance, accounts and small business roles.
Yes, this course is suitable for beginners and intermediate learners. It starts with software access, setup, company files and core bookkeeping tasks before moving into customers, suppliers, sales, purchases, VAT, payroll, reports and bank reconciliation.
Yes, the QuickBooks and Xero Accounting Course can be studied online, giving learners flexible access around work, family, job applications or business duties while building bookkeeping and accounting software knowledge at their own pace.
The course covers QuickBooks, Xero, company setup, nominal ledger, customers, suppliers, sales ledger, purchases ledger, sundry payments, petty cash, VAT, bank reconciliation, payroll, wages, reports, bad debt, credit cards, resources and assignment tasks.
Yes, this course can support bookkeeping, accounts, payroll and finance support career pathways by building confidence with two widely used cloud accounting systems. Career progress also depends on experience, employer needs and wider finance knowledge.
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