Xero Online Accounts Training

You can become a Xero Hero!

We can help anyone new to Xero to get to grips with this brilliant online accounting system. Our training is provided by super-friendly, qualified bookkeepers and Xero Certified Advisors. They work with Xero hands-on all year round so they know Xero inside and out and actually make learning enjoyable!


Whether you are a new start-up with no experience of business, let alone accounts or you’re switching to Xero from another accounts program such as Sage or Excel, then we are here to help.


There are two courses available:


XERO: Back to Basics

This includes:

  • The Xero Dashboard Orientation

  • Connecting the bank feed and importing

  • Bank Account Reconciliation – tips/tricks

  • Creating Contacts – Merging & Grouping

  • Sales Invoicing and quotes

  • Purchase Invoices and Purchase orders

  • Managing Accounts Payable

  • Managing Accounts Receivable

  • Introduction to reports.

  • General Settings / User Permissions

  • Thorough understanding with tips/tricks

XERO: Champions

This includes:

  • Reporting – Management reports

  • Chart of Accounts – set up and editing

  • Budgeting – Creating & editing budgets

  • Cash coding, bank rules you will love!

  • VAT preparation and auditing

  • Bank Account Reconciliation in detail

  • Fixed Asset Register and Tracking

  • Find & Recode Tools, upload side by side files.

  • Payroll Specialist – RTI submissions, Employee data and HMRC forms

What does the training include?

 With all our courses, as a part of our service you receive:

  • Personal attention: We operate in a friendly and comfortable environment capped at a maximum of 10 attendees.

  • Free post-training support: All of our training courses come with 3 months of free, unlimited telephone and email support.

  • Comprehensive training manual: Not just a pdf guide, our training manuals are comprehensive which you can make notes on and take away with you.



For further information please contact

Rich Beale on 01432 367787 or send an email to Rich@hmbiz.co.uk


Another fab training session, very helpful and informative. Fully informative – good all round course.

Able to ask as many questions as we liked due to small groups. Very detailed.

A well thought out course that makes you think what you want out of your social media.