Course Details close

Course Details

(inc GST)
$ 385
Duration:1 day
Level 3
321 Pitt St
Sydney NSW 2000
Participants:Max 10
Length:9:00 to 16:30
Break Times:
10:30 (15mins)
12:30 (1hr)
14:45 (15mins)
Course Dates: View
Course Outline: View

Xero Essentials Course Sydney

   (4.76 out of 5)
553 Xero essentials student evaluations
Location: Level 2
80 Mount St
North Sydney
NSW 2060
Break Times:
10:30 (15mins)
12:30 (1hr)
14:45 (15mins)
Duration: 1 day Participants: Max 10
Course Length: 9:00 to 16:30 Price:
(inc GST)
$ 385
Sale Price:
(inc GST)

Quick links

Xero Essentials Course Sydney

Course Overview

This is a one-day training course tailored to teach beginners and intermediate users the essential features of Xero’s accounting platform. Lead by one of Australia’s leading Xero experts who has over 30 years’ experience as a chartered accountant and is a certified Xero Gold Member, you’ll gain a valuable understanding of the essentials of Xero and leave with the confidence to utilise the various features of the accounting software. We’ll familiarise you with the Xero interface and its various functions, so you can comfortably navigate your way around to reconcile your own accounts, set up and manage live bank feeds, process basic payroll transactions, deal with coding and bank statement errors, reconcile accounts and lots more.

This course is designed to help students achieve the best possible learning outcomes. You'll learn from certified Xero experts who use easy to follow instructions and helpful demonstrations so you leave with a clear understanding of Xero. We keep our class sizes small so you learn in the best, most supportive environment possible, with plenty of hands on activities to help develop your skills. At the end of this course, you'll leave with the competency required to use Xero to manage the daily operations of your small or medium sized business.

Upon completion of the Xero Essentials course, you’ll receive a certificate of completion, a course manual which you can work through at home to strengthen your skills and the proficiency required to proceed to one of our more advanced Xero courses.

Who Should Attend This Course

The Xero Essentials Training Course is designed especially for students who have little or no experience with Xero’s accounting software. This course is perfect if you’re a self-taught Xero user or complete newbie who wants to gain a solid understanding of the Xero platform and learn how to take advantage of its various accounting functions in order to successfully manage your business.

Typically, students who attend this course already have some experience using other accounting packages and are looking to familiarise themselves with the basics of Xero. It is as well suited to bookkeepers and administrators as it is to accountants and

small business owners. This course is right for you if you want to understand the basic functions of Xero and learn how to manage settings, add bank accounts, add contacts, reconcile bank statements, enter purchases, create quotes and invoices, set up a basic payroll system and generate reports.

Raising the Bar public training courses are available throughout the year in our Sydney CBD training centre. Alternatively, group training sessions are available by appointment for companies and organisations in Sydney, Melbourne, Adelaide, Canberra, Brisbane and Perth.

Course Prerequisites

Our course is designed especially for beginners, so no prior knowledge of Xero is required, although a general understanding of accounting platforms will be helpful. All you need is basic computer skills and the desire to advance your Xero proficiency to the next level.

Course Inclusions

FREE Course Re-sit

8 months

When you book a public course at Raisng the Bar we offer you a FREE course re-sit for up to 8 months from the scheduled course date.

FREE Email Support

12 months

Free email support for up to 12 months from the scheduled course date.

Small Class Sizes

10 students

All of our courses are capped at a maximum of 10 students to maximise your learning experience.

Classroom Training

All of our courses are face to face, hands on, classroom based training delievered by .

Course Manual

With each course we provide you with a comprehensive course manual for you to practice post course.

Computer Lab

No need to bring your own laptop. Our training courses are conducted in fully equipped computer labs with free Wi-Fi.

Course Certificate

Every student receives a certificate of completion at the end of course to recognise your new skills.

View Course Dates

Face to Face (public course dates)

Online via Webinar (via Microsoft Teams)

Public Course Dates

Course Date Price Add Course Qty Status
21-May-24 (Tue)$385.00 0
18-Jun-24 (Tue)$385.00 0
16-Jul-24 (Tue)$385.00 0
20-Aug-24 (Tue)$385.00 0
17-Sep-24 (Tue)$385.00 0
15-Oct-24 (Tue)$385.00 0
19-Nov-24 (Tue)$385.00 0
12-Dec-24 (Thu)$385.00 0

Virtual Classroom Dates (via Microsoft Teams)

Course Date Price Add Course Qty Status

There are currently no virtual course dates scheduled for this course.

Call us today to discuss - 1300 937 782.

Course Outline


  • Review Business information
  • Edit Dashboard
  • Tracking Watch list


  • Help button
  • Notifications
  • File Storage

General Settings

  • Setting Up and Managing Your Users
  • Organisational Settings
  • Financial Settings
  • Chart of Accounts
  • Tracking Categories
  • Inventory Items
  • Invoice Settings
  • Email Settings
  • Xero to Xero connection

Bank Accounts

  • Adding a Bank account
  • Connection feeds
  • Understanding how it works in Xero

Managing Contacts

  • Add a Contact
  • Contact Groups
  • Merging Your Contacts
  • Smart Lists in contacts


  • Matching
  • Auto Suggestion
  • Creating spend and receive money
  • Bank rules
  • Transfers
  • Account transactions
  • Splitting transactions - Overpayments, Part Payments and Pre-payments
  • Finding and Fixing coding errors
  • Remove and Redo and un-reconcile
  • Cash Coding


  • Creating Bills
  • Paying bills
  • Repeating Bills
  • Status of bill
  • Batch Payments
  • Tracking Bills to be paid


  • Creating Invoice
  • Inventory items
  • Paying Invoice
  • Repeating Invoice
  • Status of Invoice
  • Creating Quotes
  • Emailing Invoices and Statements
  • Collection of debtors
  • Credit notes

Xero Reports

  • Management Reports
  • Bank Reconciliation Reports
  • Exporting Reports
  • Publishing Reports
  • General ledger Reports
  • Account Transaction reports
  • New Reports
  • Budgets

Student Comments

  • Xero Essentials training course
    worth attending
    - Wendy
  • Xero Essentials training course
    So glad I came
    - Jacqualyn
  • Xero Essentials training course
    Ill be back for the payroll course!
    - Nathan
  • Xero Essentials training course
    very much enjoyed the course, Mark was very helpful and approachable.
    - Ruza
  • Xero Essentials training course
    Mark is fantastic very engaging and knowledgable.
    - Larissa
  • Xero Essentials training course
    Very happy with the course. Thank you Mark!!
    - Marina
  • Xero Essentials training course
    Whole course was relevant and useful
    - Martin
  • Xero Essentials training course
    excellent teacher
    - Fiona
  • Xero Essentials training course
    Will be back for Payroll course!
    - Joanne
  • Xero Essentials training course
    Very happy.
    - Xavier
  • Xero Essentials training course
    Really impressed with the two Marks and the facilities here. I will send my colleagues. Do you do a one day InDesign course?
    - Belinda
  • Xero Essentials training course
    everything was perfect!
    - Daniela
  • Xero Essentials training course
    Very helpful when trying to compare the different accounting programs
    - Loraine
  • Xero Essentials training course
    great in representing information and presenting.
    - Jared
  • Xero Essentials training course
    Great trainer - very knowledgable
    - Trish
  • Xero Essentials training course
    Excellent presentation, demonstration and reference materials
    - Michelle
  • Xero Essentials training course
    Mark was great and kept the course exciting and interesting.
    - Micaela
  • Xero Essentials training course
    Mark has a wealth of knowledge and was very passionate about this topic!
    - Cheri
  • Xero Essentials training course
    Was very happy with the day, will look into taking the next level
    - Kirstie
  • Xero Essentials training course
    I enjoyed it.
    - Michelle
  • Xero Essentials training course
    mark was very good - clearly knows his stuff!
    - Angela
  • Xero Essentials training course
    Great detail and explanation of xero
    - Thomas
  • Xero Essentials training course
    10 out of 10!
    - Matthew
  • Xero Essentials training course
    Thank you so much!
    - Yoshiko
  • Xero Essentials training course
    I really enjoyed it and learnt a lot. thankyou!
    - Alison
  • Xero Essentials training course
    Very informative, helps with the decision to move to Xero, thank you.
    - Simone
  • Xero Essentials training course
    Mark is a great teacher, keeps things going at a good clip. Many thanks!
    - Marcia
  • Xero Essentials training course
    Excellent course. Well run, relevant, exactly what I was looking for.
    - Joanne
  • Xero Essentials training course
    Lots was learnt, thanks. It was great to be able to put into practise what was shown moments earlier.
    - Irena
  • Xero Essentials training course
    Excellent course and training style - 1st class
    - Sandra

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