Xero Training, Help & Support

One on One Xero Training, Help and Support

One on One Xero training and Xero training courses tailored to your specific needs on the Northern Beaches and North Shore of Sydney.

Learn to be proficient and confident in using Xero in no time.

Our Xero training is delivered by Coralie Downie, a Xero Gold Partner, Xero Certified Advisor, a working, registered BAS agent and Ex Tafe Teacher.

Xero is best learnt with practical participation.

Sometimes, sitting down with a Xero professional with real world experience is the best option.

One on One Xero Training – Face to Face

Our preference is for one on one, face to face training in our office in Belrose. The training is tailored specifically to your business needs and your individual learning style.

You could attend a Xero course over a couple of days and work on the Demo company but you would not retain as much. It is better to learn on relevant data if you can.

If your office is out of our local area, you may wish to consider our Zoom Training sessions.

You bring along your list of questions. We work through them and offer valuable tips and tricks so you get the best out of Xero.

Bring a friend, partner or colleague

Bring one friend, partner or colleague along for support. Sometimes they will remember something important that you don’t.

What is Included in Your Xero Training Session:

Introduction

An introduction to the back end setup of your Xero datafile including:

  • the organisational settings
  • financial settings
  • chart of accounts,

This forms part of our initial Xero setup which is usually the first step for new Xero users or if you have been using Xero for a while, it is included in our Xero Health Check

If you have been using Xero for a while, have your specific questions answered, we understand online videos and email support don’t always work

Set Up Bank Accounts & Bank Feeds

One of the benefits of cloud accounting and Xero is the introduction of bank feeds where your bank transactions feed into Xero the next day ready for you to code them off to your general ledger accounts

Customise Your Invoice Template

Customise your invoice or quote to suit your business requirements

Customise Your Email Template

Customise your default email templates to save yourself time and look professional

Set up a payment gateway for credit card payments

Accept credit card payments from your customers without a huge cost

Code off and reconcile transactions

Code off and reconcile your transactions coming in on the bank feed in Xero

Set Up Bank Rules for Efficiency

Set up bank rules for the bank feeds to save time on coding

Check Your Accounts & Codings

We will show you the ledger report so you can understand where your transactions go once you have coded them off.

Financial Reporting

We will run through the Profit & Loss and Balance Sheet so you can see how your business is performing

Business Activity Statement

We will show you the Business Activity Report if you wish to prepare and lodge this yourself.

We recommend that you use a registered BAS Agent to check your transactions at the end of the quarter and have them prepare and lodge your BAS taking advantage of our 4 week extension to lodge and pay.

Our experience and qualifications ensure that you report the correct GST, wages and PAYG.

Plus we are covered by professional indemnity insurance.

Training Manual or Zoom Recording

Printed instruction manual for future reference if requested or a recording of our Zoom session

Ongoing Email & Telephone Support

Limited email and telephone support, if you need more, we can arrange a further training session

Xero Payroll Setup & Training

Learn all about setting up payroll, employees and superannuation in your Xero accounting software.

Learn how to run a payrun and send out payslips to your employees.

Get set up on Xero for Single Touch Payroll.

Pay your superannuation through the Xero auto super clearing house.

Check out our Xero Payroll and STP Single Touch Payroll Training page for more information.

Basic Bookkeeping Principles

As part of your Xero courses and One on One training, we discuss Basic Bookkeeping terminology and instructions on best practices. We will discuss some or all of the following:

  • keep track of who owes you money at any point in time so you can follow them up
  • learn what to do with all those receipts and bills you have accumulated over the years
  • keep track of who you owe money to at any point in time so you can understand your cashflow position
  • learn about your chart of accounts so you know what an asset or liability is and what it means to your business
  • learn about the importance of your Gross Profit
  • understand what a Profit & Loss statement is and the importance of this report to understand the health of your business
  • understand the importance of a Balance Sheet and knowing what it is actually telling you about your business

Coralie Downie – Certified Xero Advisor & Ex Tafe Teacher

Coralie Downie - Xero Trainer
  • Xero training is conducted by Coralie Downie
  • Experienced, qualified bookkeeper & BAS agent
  • Owner of Northern Beaches Bookkeeping Solutions
  • Xero Gold Partner & Certified Xero Advisor
  • Ex Tafe teacher with a Cert IV in training & assessment – she understands the different learning styles and adapts your training session appropriately

Zoom Xero Sessions are available

We now offer Zoom Xero Training sessions during lockdown and for those out of our general local Northern Beaches area.

We have mastered the process during lockdown and it works quite well so please contact us about booking in for a two hour session and see how you go. You won’t be disappointed.

Xero Training Course

We prefer to offer one on one Xero training because we think it works best for most individuals however, we do offer Xero courses for up to four participants in our office in Belrose. Terms and conditions apply.

Xero On Site Training

On-site Xero training can be arranged at a higher cost plus travel time to and from our office in Belrose.

On-site services are dependant on our availability at the time.

Why not try our Zoom training sessions.

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    Online Xero Videos

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