Training for Accountants, Bookkeepers, Consultants and Financial Advisors.
Please attend the "Intro to Xero for Accountants and Bookkeepers" and "Xero Essentials" webinars before attending this training.
NOTE - The online certification course is scheduled over 2 sessions with 2 hours each session. Prior to the course you will receive a confirmation email with a link to login to the webinars. Please see below for additional information about this course.
You’ll get a full demonstration and explanation of Xero software features and tools including:
- bank reconciliation
- cash coding
- bank rules to invoicing
- charts of accounts
- expense claims
- sales tax
- basic reporting
- reconciliation reports
- importing/exporting principles
At the completion of training, you will have the opportunity to take the test, which should take approximately 30 minutes to complete. A mark of at least 80% is required to pass and receive “Certified Advisor” status.
Please note: This course is made up of 2 online sessions. You will receive an email confirmation prior to the start of the course with a link to login to the webinars.
This is an intermediate level Group-Internet Based course with the recommended prerequisites below. It is worth 4 CPE credits total based on a 50 minute hour and is made up of 2 online sessions. Each session is worth 2 credits each and you must attend both sessions.
If you would like to receive CPE credit for this course, please plan to use a laptop or desktop computer so that you can complete the brief survey required by NASBA. Unfortunately GoToWebinar surveys are not yet supported on iPads, iPhones or Android devices. We'll send you the CPE certificate within 5 business days, if not sooner.
For any questions regarding the course, cancellations, or information regarding administrative policies such as complaint and refund please contact us.
Xero is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.learningmarket.org