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
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
    Mark was fantastic
    - Brad
  • Xero Essentials training course
    All of it was useful, especially reporting. Great trainer!!
    - Vesna
  • Xero Essentials training course
    Very informative, helps with the decision to move to Xero, thank you.
    - Simone
  • Xero Essentials training course
    Very happy.
    - Xavier
  • Xero Essentials training course
    Whole course was relevant and useful
    - Martin
  • Xero Essentials training course
    everything was perfect!
    - Daniela
  • Xero Essentials training course
    Course was great and Mark very helpful and clearly explains everything.
    - Melanie
  • Xero Essentials training course
    Our facilitator, Mark was approachable and generous with his time. As I was only looking for an overview I found the couse very useful
    - Tracy
  • Xero Essentials training course
    Very good and informative course
    - Cecilia
  • 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
    Very Happy, thank you
    - Katrina
  • Xero Essentials training course
    Very informative
    - Natisse
  • Xero Essentials training course
    good instuctor
    - Kammee
  • Xero Essentials training course
    Course was great and Mark very helpful and clearly explains everything.
    - Melanie
  • Xero Essentials training course
    Mark is a fantastic trainer!
    - Robyn
  • Xero Essentials training course
    I am still very new to Accounting but it was easy and could understand the course.
    - Shivani
  • Xero Essentials training course
    Not only did I learn what I needed to do day to day transactions but it was actually quite fun. Mark is a good teacher and has a great sense of humour that comes out as he teaches.
    - Angela
  • Xero Essentials training course
    The trainer was very helpful, clear and took his time with questions.
    - Josephine
  • Xero Essentials training course
    very much enjoyed the course, Mark was very helpful and approachable.
    - Ruza
  • Xero Essentials training course
    Will be back for Payroll course!
    - Joanne
  • Xero Essentials training course
    mark was very good - clearly knows his stuff!
    - Angela
  • Xero Essentials training course
    Awesome facilitor - really knew his stuff and happy to help with questions
    - Shelley
  • Xero Essentials training course
    I enjoyed it.
    - Michelle
  • Xero Essentials training course
    Ill be back for the payroll course!
    - Nathan
  • Xero Essentials training course
    10 out of 10!
    - Matthew
  • Xero Essentials training course
    Mark has a wealth of knowledge and was very passionate about this topic!
    - Cheri
  • Xero Essentials training course
    very happy to have attended
    - Tony
  • Xero Essentials training course
    excellent teacher
    - Fiona
  • Xero Essentials training course
    Great! I`m glad I have done it! I feel better.
    - Annette
  • Xero Essentials training course
    Very informative, great convenor who was very knowledgeable and approachable.
    - Michelle

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