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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


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

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.

A Variety of Training Options

Individual training for your business. Bookkeeping4u ensure that you receive the right level of training in the right place. We have the options of attending in-class training or a personalised session in your work place, we offer a range of training sessions from beginner to advanced to suit all people from every business type and position.

Qualified Certified Instructors

It makes a big difference  to the success of a training course if you have a good trainer. All our training staff are 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!

Unlimited Post-Training Support

We understand that there is no way you can be expected to remember every detail you learn on the training day. That’s why we offer 3 months free telephone and email support after your course has finished. This means that during your training you can be reassured that you have expert follow up support should you need it. In addition we supply detailed follow up instruction fact sheets for your organisation after onsite training and a comprehensive manual for all classroom training.

We Can Come To You

We are all busy people and if you find it hard to stick to certain classroom dates and times, don't worry because we can deliver Xero training at your workplace. As long as you provide coffee and biscuits and good internet connectivity, we can come to you! The Xero Back to Basics courses take a half day and the Advanced course can  be made to fit into your requirements depending how expert you want to become!


What does the training include?

Professional Bookkeepers and Xero Certified Advisors, Bookkeeping4u can help anyone new to Xero to get to grips with this brilliant online accounting system.

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, the we are here to help.

We hold a one-to-one demos and training course at our offices in Hereford, or alternatively you can book one-to-one demos or full training courses for up to 10 people at a location close to you.



Find out how we can help you get to grips with Xero

Training and tips for small business owners, bookkeepers and accountants

who are getting to know Xero Accounting Software


  What our clients say...


Xero Training & Consultancy