Diploma in Xero

The Diploma in Xero is your complete guide to mastering Xero accounting and bookkeeping. This best-selling course covers everything from setup to advanced financial management, ensuring you gain full proficiency in using Xero confidently and efficiently.

Through step-by-step video tutorials and instructor-led lessons, you’ll learn how to set up your account, manage invoices, track expenses, reconcile transactions, and handle payroll like a pro. Whether you’re an aspiring accountant, bookkeeper, HR professional, or business owner, this diploma gives you the practical knowledge to take control of your finances and streamline your business operations.

The Diploma in Xero is CPD-accredited, providing you with an industry-recognized qualification that strengthens your professional profile and opens doors to new opportunities in accounting and finance.

What You’ll Learn
By completing this course, you will be able to:

• Become a confident Xero user and gain full proficiency in the software.

• Set up your business account, add bank accounts, and configure key financial settings.

• Create invoices, credit notes, and quotes — and manage recurring billing efficiently.

• Record and reconcile transactions, bank payments, and deposits.

• Manage suppliers, purchases, and batch payments accurately.

• Add employees, manage payroll, and process pay runs seamlessly.

• Track fixed assets and depreciation for accurate reporting.

• Generate and interpret insightful sales and purchase reports.

Who Should Take This Course
This diploma is ideal for:

• Bookkeepers and accountants looking to upskill.

• Business owners managing their own finances.

• Payroll administrators and HR professionals.

• Freelancers and finance students seeking a practical qualification.

Assessment & Certification

• Online assessment upon completion (with unlimited re-attempts).

• Instant digital CPD-accredited certificate issued upon completion.

• Certificates have no expiry date, but renewal every 12 months is recommended.

Course Curriculum

Section 01: Introduction

• Introduction – 00:03:00

Section 02: Getting Started

• Introduction – Getting Started – 00:01:00

• Signing up to Xero – 00:04:00

• Quick Tour of Xero – 00:16:00

• Initial Xero Settings – 00:15:00

• Chart of Accounts – 00:16:00

• Adding a Bank Account – 00:07:00

• Demo Company – 00:04:00

• Tracking Categories – 00:07:00

• Contacts – 00:14:00

Section 03: Invoices and Sales

• Introduction – Invoices and Sales – 00:01:00

• Sales Screens – 00:05:00

• Invoice Settings – 00:13:00

• Creating an Invoice – 00:21:00

• Repeating Invoices – 00:06:00

• Credit Notes – 00:05:00

• Quotes Settings – 00:03:00

• Creating Quotes – 00:07:00

• Other Invoicing Tasks – 00:04:00

• Sending Statements – 00:03:00

• Sales Reporting – 00:06:00

Section 04: Bills and Purchases

• Introduction – Bills and Purchases – 00:01:00

• Purchases Screens – 00:06:00

• Bill Settings – 00:02:00

• Creating a Bill – 00:14:00

• Repeating Bills – 00:04:00

• Credit Notes – 00:05:00

• Purchase Order Settings – 00:01:00

• Purchase Orders – 00:07:00

• Batch Payments – 00:14:00

• Other Billing Tasks – 00:02:00

• Sending Remittances – 00:03:00

• Purchases Reporting – 00:05:00

Section 05: Bank Accounts

• Introduction – Bank Accounts – 00:01:00

• Bank Accounts Screens – 00:08:00

• Automatic Matching – 00:05:00

• Reconciling Invoices – 00:07:00

• Reconciling Bills – 00:03:00

• Reconciling Spend Money – 00:05:00

• Reconciling Receive Money – 00:04:00

• Find and Match – 00:04:00

• Bank Rules – 00:11:00

• Cash Coding – 00:03:00

• Remove and Redo vs Unreconcile – 00:04:00

• Uploading Bank Transactions – 00:07:00

• Automatic Bank Feeds – 00:05:00

Section 06: Products and Services

• Introduction – Products and Services – 00:01:00

• Products and Services Screen – 00:02:00

• Adding Services – 00:04:00

• Adding Untracked Products – 00:03:00

Section 07: Fixed Assets

• Introduction – Fixed Assets – 00:01:00

• Fixed Assets Settings – 00:05:00

• Adding Assets from Bank Transactions – 00:06:00

• Adding Assets from Spend Money – 00:04:00

• Adding Assets from Bills – 00:01:00

• Depreciation – 00:03:00

Section 08: Basic Payroll

• Introduction – Payroll – 00:01:00

• Payroll Settings – 00:24:00

• Adding Employees – 00:32:00

• My Payroll – 00:06:00

• Single Touch Payroll – 00:04:00

• Paying Employees – 00:13:00

Section 09: Basic Activity Statements

• Introduction – Activity Statements – 00:01:00

• Activity Statement Settings – 00:12:00

• Lodging Activity Statements – 00:06:00

Section 10: Conclusion

• What Now – 00:01:00

• Assignment – Diploma in Xero – 00:00:00

✅ Delivery: 100% Online, self-paced
🎓 Certification: CPD-accredited digital certificate
🕒 Duration: Approx. 6–8 hours