Xero Training for Your Business
Learn to Use Xero With Confidence
Want to use Xero to manage your business accounts but not sure where to start? Or perhaps you’re already using Xero but need help understanding how to use it properly?
Our Xero certified advisors provide practical, one-to-one Xero training tailored to your business. Rather than generic software training, we show you how to use Xero accounting software for the transactions and bookkeeping tasks you deal with every day.
Whether you’re completely new to Xero or need help with specific features, we’ll help you get more from your accounting software and feel confident that you’re using it correctly.
What Will I Learn in Xero Training?
Your training is tailored to what you need to do in Xero, so you won’t waste time learning features that aren’t relevant to your business. Most importantly, we can use your own business transactions and bookkeeping requirements during the training, making everything you learn relevant and practical.
Depending on your requirements, Xero training can include:
- Finding your way around Xero and understanding the dashboard
- Setting up customers and suppliers
- Creating and sending sales invoices
- Recording bills and business expenses
- Recording money coming into and going out of your business
- Connecting and using bank feeds
- Matching and reconciling bank transactions
- Understanding your Chart of Accounts
- Finding the financial information and reports you need
- Correcting mistakes and dealing with common Xero problems
- Using Xero more efficiently for your day-to-day bookkeeping
Sandra Silk Bookkeeping are certified Xero Silver Partners
What Are the Benefits of Xero Training?
Learning how to use Xero properly can save you time and give you much greater confidence in your business finances. After your training, you should have a better understanding of what to enter, where to enter it and how to check that your bookkeeping is accurate.
This can help you:
- Keep your accounts organised and up to date
- Reduce bookkeeping mistakes
- Spend less time trying to work out how Xero works
- Find important financial information more easily
- Understand what is happening, financially, within your business
- Get more value from your Xero subscription
- Feel confident managing more of your own bookkeeping
And if you get stuck afterwards, you still have an experienced Xero advisor you can ask for help.
One-to-One Xero Training
We find one-to-one Xero training particularly effective because the session can concentrate entirely on you and your business.
Training is usually provided in one or two-hour sessions, giving you time to learn and practise without being overloaded with information. Most businesses need between 1 and 3 sessions, although this will depend on your experience and the complexity of your accounts.
Training can take place at our training room in Old Sarum, Salisbury, or remotely using screen sharing. Follow-up support by telephone or email is also available if you have questions after your session.
New to Xero? We Can Set It Up for You
If you’re moving to Xero, we can make sure everything is set up correctly before your training begins.
Our Xero setup service can include adding your business details, creating a Chart of Accounts appropriate for your business, setting up customers and suppliers, and entering relevant opening balances for debtors, creditors, assets and liabilities.
We can also help transfer your accounting records if you are moving from another bookkeeping or accounting system. Once everything is ready, we'll show you how to use your new Xero account for your everyday bookkeeping.
Already Using Xero?
You don't need to be a beginner to benefit from Xero training.
If you've been using Xero for a while but there are areas you don't understand, we can provide follow-up or ad hoc Xero training focused specifically on what you want to learn.
Perhaps you need help reconciling your bank, correcting transactions, producing reports or simply finding a quicker way to do something? Instead of spending hours searching Xero Help or watching videos, you can sit down with our experienced Xero advisor and get practical answers to your questions.
