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Xero Accounting Training Course

Learn Xero Accounting Training Course

skillsfuture xero training singapore
xero accounting training
xero accounting course

Learn How To Use Xero Cloud Accounting Software From Basic To Advanced Level with Xero Accounting Training Course Singapore





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Course Start Date


  • 22/08/2022 | 09:30-17:30
    Week Days
  • 22/09/2022 | 09:30-17:30
    Week Days
  • 26/10/2022 | 09:30-17:30
    Week Days
  • 29/11/2022 | 09:30-17:30
    Week Days
  • 21/12/2022 | 09:30-17:30
    Week Days
  • Schedule


    Days: 3 Days
    Duration: 21 Hours
    Timings: 9:00 AM - 5:00 PM

    10 Anson Road, 26-08A International Plaza, Singapore 079903

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    Why Choose Us


    • SkillsFuture Credit Eligible
    • Expert Local Trainers
    • Hands-on Training by experts
    • Certificate of Achievement
    • Free Refresh Class within 6 Month

    Quick Register


    Who Should Attend This Xero Training Singapore


    This xero accounting training course is ideal for small business owners, and anyone who want to manage their financial affair.

    Xero Accounting Training Course – Basic to Advanced Level


    About Course:

    Learn how to manage Accounts using Xero Accounting Software. You will learn how to navigate Xero software and how to set up a new company in Xero.

    What will you Learn – 

    • How to set up charts of accounts
    • How to set up new bank accounts 
    • Beginning balances of accounts using this Xero cloud-based system 

    You will appreciate the benefits of using cloud-based accounting software anytime, anywhere and on almost any device.

    Target Student: All accounting professionals, Business owners, Admin and anyone who is related to accounts.

    xero training course singapore

    Grants available


    SkillsFuture Credit: Singaporeans can use $500 SkillsFuture Credits for this training to offset the course fees.

    UTAP: NTUC members enjoy 50% *unfunded course fee support for up to $250 each year.

    SDF: Deductible of 2$/hours for S/PRs trainees under company sponsorship.

    Training on Accounting Using Xero Software


    Level: Basic (1-day, 9:30-5:30)

    Module 1. Basics of Accounting

    • What is accounting?
    • Bookkeeping
    • Financial accounting

    Module 2. Financial Accounting

    • Financial accounting
    • Overview of the balance sheet
    • Balance sheet example
    • Limitations of the balance sheet
    • Differences between the balance sheet and income statement
    • Overview of the income statement
    • Income statement example
    • Overview of the cash flow statement
    • Cash flow example
    • Summary of financial reporting

    Module 3. Managerial Accounting

    • Product costing
    • Break even
    • Budgets
    • Real life examples of managerial accounting

    Module 4. Xero Account Setup

    • Sign Up Xero Online
    • Xero Online Plan
    • Xero Online Dashboard
    • Chart of Accounts Setup
    • Company Setup
    • Setting: Organization
    • Setting: Charts of Account
    • Setting: Others

    Module 5. Set Up A Bank Account

    • Create a bank account + bank feed setup
    • Import data into the bank account

    Module 6. Issue An Invoice

    • Directly Issue an invoice
    • Issue a quotation
    • Convert the quotation into invoice
    • Enable online payment to the invoice
    • Add credit note to write off bad debt
    • Overview on invoice management

    Module 7. Expenses

    • Purchase Order / Bill
    • Claim Expense

    Module 8. Tax

    • Setting up the tax
    • View the tax report

    Module 9 – Reports

    • All Reports
    • Popular Reports
    • Running Reports

    Module 10. Other Tasks

    • Manager Users
    • Connected Apps
    • Help & Resources

    Level: Intermediate (1-day, 9:30-5:30)

    Module 1 - How To Set Up And Manage A Chart Of Accounts In Xero

    • Adding General Ledger Accounts
    • Importing Charts of Accounts

    Module 2 - How To Bring In Account Balances When Converting To Xero

    • Setting the Conversion Date
    • Bank Accounts Conversion Balances
    • Accounts Receivable Conversion Balance
    • Accounts Payable Conversion Balance
    • Other Accounts Conversion Balances
    • Comparative Balances

    Module 3 - How To Set Up And Use Tracking Categories

    • Creating, Managing and Using Tracking Categories

    Module 4 - How To Manage Expense Claims

    • Submitting a Claim
    • Approving and Paying Claims

    Module 5 - How To Use Products And Services (Inventory) In Xero

    • Adding Services
    • Adding Untracked Products
    • Adding Tracked Products
    • Importing Products and Services
    • Importing Inventory Opening Balances
    • Inventory Adjustments

    Module 6 - How To Process Manual Journals

    • Posting Journals
    • Auto-Reversing Journals
    • Repeating Journals
    • Importing Journals

    Module 7 - How To Set Up And Manage A Fixed Asset Register In Xero

    • Adding Assets Owned Before Xero Conversion Date
    • Running Depreciation
    • Adding Assets from Bank Transactions
    • Adding Assets from Spend Money Transactions
    • Fixed Assets Reports

    Module 8. Budget Manager

    • Create/Import Budgets
    • Edit/Delete Budgets
    • Prepare cashflow forecast
    • Budget Summary Report
    • Budget Variance Reports
    • Export Budgets

    Module 9. End-Of-Period Closing

    • Month-End Closing entry
    • Year-End Closing Entry

    Module 10. Advanced Xero Functions

    • Inventory Adjustments
    • Setting up Multiple Currency and handling Transaction
    • Case Study and Exercises

    Level: Advanced (1-day, 9:30-5:30)

    Module 1: Introduction

    • Getting Started in Xero
    • What is cloud-based system?
    • Features and advantages of using Xero
    • Exploring Xero and getting to know Xero functions
    • How to edit Xero Dashboard and create shortcut tools

    Module 2: Setting Up Company & Chart of Accounts

    • Creating a New Company in Xero
    • How to set up payment services (paynow bar code) in invoice generated to customers
    • User Access and roles in particular to project role and payroll admin
    • Setup of Chart of Accounts through import of Chart of Accounts with account balance
    • Setup Account Opening Balances from the Balance Sheet with more complicated activity

    Module 3: Setting up Bank Account

    • Connecting or Adding Bank Accounts in Xero
    • Activating Bank Feeds from your bank into Xero
    • Importing bank statement transactions

    Module 4: Contact Management

    • Getting familiar with Contacts
    • Setting up Contacts through manual creation instead of importing them
    • How to do housekeeping on unused/unwanted contacts

    Module 5: Inventory Management

    • Adding Services
    • Adding Untracked Products
    • Adding Tracked Products
    • Importing Products and Services
    • Importing Inventory Opening Balances
    • Inventory Adjustments

    Module 6: Managing Sales Transactions

    • Recording Sales Quotes and converting into a new Sales Quote, Invoice, Purchase Order and Bill
    • Recording Customer payments for invoices
    • How to perform contra entry for contacts who are both customers and suppliers
    • View and send statements of contacts who are both customers and suppliers

    Module 7: Managing Purchase Transactions

    • Recording Purchase Orders and convert to another purchase or sales transaction
    • Copy Bill to a sales or purchase document
    • Recording Purchases Credit Note
    • Recording Recurring or Repeating Purchases Transactions
    • Recording individual payment to supplier, batch payment and planned payment including foreign payment
    • Expense Claims Management
    • How to assign expense claims to customers

    Module 8: Tax

    • Recap on Tax Setup, Tax Returns & Tax Reports
    • How to handle GST paid to custom and view its impact on Tax Returns

    Module 9: Budget & Payroll Manager

    • Recap on creating/importing/editing/deleting Budgets and Budget Reports
    • How to set up new Pay Items and monthly Pay Run
    • How to generate Pay Run Reports, Pay Run By Employees, Pay Run By Pay Item, Pay Run By Pay Type Reports

    Module 10: Advanced Xero Functions - Overview

    • Inventory Adjustments
    • Setting up Multiple Currency and handling Transactions with more complicated activity
    • Use and setup of Tracking Categories
    • Fixed Assets and Depreciation
    • Complete Overview on Project Management with activity
    • Journal Adjustments
    • Recurring/Repeating Transactions

    Module 11: Bank Reconciliation

    • Reconcile bank feeds or transactions from bank feeds
    • Recording Transactions while reconciling
    • Creating Bank Rules
    • Generating Bank Reconciliation Summary

    Module 12: Advanced Reports & Tracking

    • Recap of Reports features
    • How to customize reports to suit your
      organisation’s need with practice

    google logo Reviews of our students


    ruo liong
    ruo liong
    2 years ago

    I attended the Accounting lesson . The trainer was very experienced and was bi lingual so it was easy for me to ask question.
    Jenna Loh
    Jacqueline Lee
    7 months ago

    Went for a accounting course, Steven was friendly and helpful
    Shiya Feng
    shengwei tan
    10 months ago

    Stella is a great lecturer, the lesson taught are well orderly manner for each day which preps in beforehand and learning better.
    Ringo Lee
    Raymond Ralph SHONG
    3 years ago

    You will learn well. After sales services and after training, the staff and trainers are there to help, support, care and share with you any time. To ensure you have learnt well and they do follow up. Good job.
    hua zeng
    hua zeng
    a year ago

    I am taking excel and LCCI course , so far i think the fee is resonable and worth the money, I like the teachers , they are professional and patient.
    Jacqueline Lee
    Grace CH Ong
    a year ago

    A very useful course with laptops provided and sample datasets for our training. Training was very well-paced and clear, helpful for learning. Trainer also was happy to go around assisting when needed and managed queries well for us. Happy to have participated in a course at Inspizone 🙂
    Lim Valintina
    L T.
    a year ago

    Environment: neat and organized Pace of the class: perfect Learning tools: clear and straightforward Trainer (Bee Hoon): efficient, proactive, knowledgeable and humorous Overall: Excellent. Class ended earlier than stipulated time (despite time spent waiting for latecomers to get seated).
    Annie Ong
    Annie Ong
    5 months ago

    Dr Suresh is a excellent lecturer, he teaches the students incorporate with his own experience in accounting. This make us "students" who has no background of accounting understand and grasp the lesson with ease. The staff at Inspizone is so attentive and reply to our query without much delay. They are professional in handling us different students with different needs during our course. Recommended Training Institute to take lesson and learn what you need!
    Wenyan Yeo
    Guido Sudero
    2021-09-01

    The course was effective for my purpose, the Teacher was clear and professional and she covered all the various aspects in an extensive and careful way. Then, the follow up they do, sending the course material to all Students is also good. Indeed a good Excel course for a beginner.
    Ken Cheong
    THIRUMALA DEVI
    2021-09-15

    Here i attended two courses. The Teacher is more knowledgeable person. I attend here accounts and Corporate Tax Singapore courses. really ill recommend this institute.
    Josephine Low
    Lachu Gandhi
    2021-09-07

    Content of the course is appropriate. Trainer valene was very good and interactive. The place, course materials, the presentation and content of the material everything were clear and precise and she gave proper response to the queries raised. The place is well maintained too. Overall, a good experience and sure, I will recommend inspizone to my friends who are keen on upgrading themselves.
    shengwei tan
    shengwei tan
    2021-07-01

    Stella is a great lecturer, the lesson taught are well orderly manner for each day which preps in beforehand and learning better.
    Chiqui Ehong
    Grace CH Ong
    2021-06-11

    A very useful course with laptops provided and sample datasets for our training. Training was very well-paced and clear, helpful for learning. Trainer also was happy to go around assisting when needed and managed queries well for us. Happy to have participated in a course at Inspizone 🙂
    Odinelza Santos
    Odinelza Santos
    a year ago

    If you are Western better to stay away. at this place all Asian group prejudices and social positioning systems play out: caste, hierarchy, subjugation of others, etc...
    pamela ng
    pamela ng
    2 years ago

    Excellent Lesson , Morden Technology for virtual training.
    Chiqui Ehong
    Germaine Lee
    a year ago

    Communication, Professionalism, Value

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