Xero Australia Bank Accounts Course
Get your bank accounts, PayPal accounts and more in order with our popular Xero bank accounts course.
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About This Course
Have you just started using Xero but aren’t sure how to set up and use bank accounts?
Do you want to know how to hook up automatic bank feeds in Xero and save hours of work every week?
Do you want to know how to set up and use credit cards, PayPal accounts and more with ease?
Our Xero Bank Accounts Course will help you master what you need to know in less than a few hours!
We cover a wide range of topics, including:
- Automatic bank feeds
- Manually importing bank transactions
- Reconciling your bank accounts every day with ease
- Creating fixed assets from bank transactions
- Using bank rules for quick reconciliations
- Easily unreconciling errors
Enrol in our Xero Bank Accounts Course today and get your accounts in order.
- Setting Up You Bank Accounts: learn how to correctly set up your standard business bank accounts, loans PayPal accounts and credit cards in Xero.
- Automatic Bank Feeds: save heaps of time by having your transactions automatically feed into Xero for your bank accounts, PayPay accounts and credit cards.
- Bank Rules: learn how Xero can help you to reconcile your bank transactions quickly by creating bank rules. It’s a big time-saver.
- Reconcile Your Accounts: by the end of the course you feel the satisfactions of having a fully reconciled bank account in Xero’s demo company.
By the end of this course, you will be able to set up and manage bank accounts like an expert for your business.
1.5 hours of videos
Managing Bank Accounts
- Screens Tour
- Manage Account Button
- Setting Up Bank Accounts
- Setting Up PayPal Accounts
- Importing Bank Statements
- Automatic Bank Feeds
Reconciling Bank Accounts
- Bank Reconciliation Tour
- Matching to Invoices (Sales)
- Matching to Bills (Purchases)
- Receive Money Transactions
- Spend Money Transactions
- Creating Fixed Assets
- Existing Bank Rules
- Creating Bank Rules
- Suggest Previous Entries
- Cash Coding
- Final Matching
Fixing Reconciliation Mistakes
- Unreconcile and Remove & Redo
- Thank You
“Great match for me. Love that it is an Australian who has designed this course, using Aus Xero. Easy to understand and follow.”
“Really well explained, looking forward to every lesson, keeps you engaged, nothing is left out. Brilliant explanations. Very happy so far.“
“Great course! I love that we end up with a fully reconciled bank account.”
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