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Xero Accounting Software (Udemy.com)

Become an Expert in Xero Accounting Software: From Basics to Comprehensive Data Analysis

Created by: Robert (Bob) Steele

Last updated November 2023

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What you will learn

  • Recall the basic functionalities of Xero accounting software and demonstrate proficiency in navigating its user interface.
  • Apply the steps involved in the purchasing, downloading, and installation process of Xero software.
  • Analyze the major components of Xero software, including customer, vendor, and employee sections, and understand their role in the accounting cycles.
  • Evaluate the impact of various forms and transactions within each accounting section on the financial statements.
  • Demonstrate the ability to enter and process standard types of transactions, such as invoices, bills, pay bills, purchase orders, and deposits.
  • Synthesize the learned concepts and techniques by working through a comprehensive problem that covers two months of data input.
  • Interpret the financial statements generated in Xero software and verify the accuracy of the data input by checking the impact of each transaction on them

How it compares

Against the other 200 rated Udemy courses in Accounting on CourseDuck:

  • Rating4.0 out of 5higher than 3% of them
  • Reviews677#78 of 201 by number of reviews
  • Length81.5 hourslonger than 95% of them
  • Last updatedNovember 2023more recently than 56% of them

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Course Description

Whether you are a beginner in accounting or new to the Xero software, this course provides a comprehensive foundation to navigate Xero and perform essential accounting tasks.

We start by assuming no prior knowledge of the software or accounting principles. We guide you through the purchasing, downloading, and installation process, utilizing Xero's free 30-day trial to facilitate hands-on practice.

The first half of the course focuses on navigating the software, acquainting you with its major components and the primary accounting cycles, including the customer section (revenue cycle), the vendor section (payments cycle), and the employee section (payroll cycle). By understanding these sections, you will grasp the fundamental elements that impact financial statements.

Within each accounting cycle, we delve into analyzing the various forms and transactions, such as invoices, bills, pay bills, purchase orders, and deposits. You will gain insights into how each transaction affects the financial statements and develop proficiency in recording them accurately.

The second half of the course takes the form of a comprehensive problem, immersing you in a two-month data input exercise. This practical approach enables you to enter diverse transactions and experience the accounting workflow firsthand. As we progress through the comprehensive problem, you will witness the direct impact of each transaction on the financial statements, allowing for immediate verification of your work.

Beyond simple data entry, the comprehensive problem format provides contextual understanding and empowers you to optimize the Xero system for efficient data input. By exploring the entire accounting process within a real-world scenario, you will enhance your problem-solving skills and gain a holistic view of the accounting workflow.

Join us on this exciting journey to master Xero accounting software. Enroll today and acquire the skills to navigate Xero with confidence, analyze financial transactions effectively, and ensure accurate financial reporting.

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Instructor Details

Robert (Bob) Steele

Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.    

Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).    

Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.    

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Reviews

4.0

677 ratings on Udemy

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By Velmurugan Sankaranarayanan on 3/21/2026

It was good training material for knowing about basis about Xero Accounting software, was able to learn about both Xero Version 2020 & 2023. Course content is good, explained in clear and lucid manner. 85 hours are well spent Thanks a lot.

By Lopez Fred on 3/16/2026

The detailed explanations are amazing, I love the comparison with Quickbook desktop my favorite software but all the pop up stuff and backgrounds are very distracting making it very hard for me to watch and focus. I removed 2.5 starts just for that, sorry. Plain videos would have been a big 5 stars

By Ronak Singhavi on 1/25/2026

Everything about is perfect the tutor also explaining everything in detail about what will happen if you do this entry, their effects everything is nice. But one of the major problem in this course is that their is way too much distraction in the videos. like unexpectedly an effect will pop-up in the screen and that will take your attention. also sometimes he uses an less resolution video over the main video that decrease the visibility of the relevant topic. I will say course is great maybe just download the resource provided by instructor and watch that.

By Nw on 9/17/2023

If you have a background in bookkeeping or accounting, this is a must have for anyone who really want to master Xero. The tutor really goes into depth about how to use the software. He does an amazing job combining his accounting/bookkeeping knowledge with using Xero, his lesson are both entertaining and engaging. I have come across many Xero tutors claiming to teach you Xero but most are rubbish. This guy is the best and I would highly recommend this course to anyone who has an accounting or bookkeeping background.

By Joanna Srok. on 6/7/2023

All explained in details which is good. A little bit fast so rewind button comes handy at times when something goes over my head. Thank you for all the useful material.

By Abbey Ong Lai Cheang on 4/27/2021

So far my first course on Udemy and my fav. The instructor has a unique way of keeping things entertaining to a certain extent and yet informative. I learned a lot about Excel too! Keep it up!

By Lincoln Dhushantha on 4/7/2021

Great teacher, however the way in which each section is introduced by Robert saying 'In this presentation…’ in somewhat of an annoying way ends up being problematic when it's said like that repetitively. Just wish each section was introduced in a more decent way as he is a great teacher end of the day.

By Peter Necchi-Ghiri on 4/5/2021

I was very informative and covers all aspects of the bookkeeping functions alongside the Xero learning... found some bits long winded but a well presented course for the absolute beginner

By Vikki Terlecki on 8/11/2020

I definitely made made the right choice - Robert Steele is a great lecturer and his attention to detail and thoroughness in his teaching method has ensured that I finished this course with confidence.

By Iain Wilson on 4/17/2020

Just a bit confused by the references to Quickbook, I don't know Quickbooks, particularly the desktop version; so a little confusing when tutor switches between products. Additionally, it may become an issue between US and UK versions - UK version does not have the Income statement screen tutor is using!! Some sections with the beach sequences; the background music is audible (and pretty annoying! specifically sections 89, 90 and 92 and possibly more to follow! Section 152 on - there is a step missing where the May transactions are input - luckily I found the CSV and input to bank account, then continued!

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Overall Score : 80 / 100