Become a Xero Expert with Bookwiz

Xero is one of the most popular and powerful accounting software packages for business. But like all powerful tools, it takes time and training to master.

These Bookwiz courses are for anyone who wants to improve their Xero skills; from first-time users through to experienced bookkeepers who want to learn about new features.

These courses are designed by an award-winning Xero Certified Consultant and are ideal for;

Improving your Xero skills for better job opportunities
Small business owners who want to master Xero themselves
Small business owners who want their accounts and bookkeeping staff trained professionally
Franchisors who need their franchisees better trained and more compliant

Xero for Beginners

This course takes you step-by-step from setting-up, through to invoicing your customers and recording your expenses.

  • Setting up your business details
  • Setting up customers and suppliers
  • Entering sales and customer receipts
  • Entering supplier bills and payments
  • Bank transactions and reconciliations

Xero Masterclass

Supercharge your skills so you can master some more advanced features of the software and become a power user.

  • Using Projects
  • How to use Xero reports effectively
  • Customise Invoices and Statements
  • Manage overpayments and refunds
  • Effectively use Bank Feeds and Rules for auto-coding
  • Tips and Troubleshooting techniques
  • Security, Manage Users
  • Lodge your BAS from Xero
  • How to create Electronic Bank Files to make bulk payments
  • How to use recurring transactions to speed up data entry

Payroll Administration for Xero Users

  • Set-up Employees
  • Create Payroll Categories / Pay Items
  • Timesheets
  • Manage Leave Accruals
  • Process Pay Runs
  • Pay Employees Electronically
  • Send Payslips
  • Manage Superannuation Obligations
  • Single Touch Payroll Set-up and Reporting
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