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Intro to Xero

  • Canning River Eco Education Centre (CREEC) Corner Kent St & Queens Park Rd Wilson, WA 6107 Australia (map)

Learn how to set up a new business using XERO, look at the packages that XERO has available and work through the basics of running your business through XERO.

This is a “Hands on Help” workshop aimed at businesses considering using XERO or new users to Xero accounting.

Please bring your laptop to get the most out of this workshop.

Topics Covered :

1. Introduction

  • What XERO offers and the different packages and pricing.
  • The XERO Demo Company
  • Logging in
  • Managing your XERO Account Settings
  • Helpful tips
  • Accessing the help
  • The dashboard

2. General Setting

  • Organisation Settings
  • Financial Settings
  • Tax Rates
  • Chart of Accounts
  • Tracking
  • Users

3. Bank Reconciliation Basics

  • Manage Account Menu
  • Reconciling and coding
  • Importing bank statements

4. Quotes and Sales Invoices

  • Quotes
  • Sales Invoices
  • Online Invoices
  • Credit Notes

5. Purchases and Bills

  • Purchase Orders
  • Manage bills and expenses
  • Repeating bills
  • Bill payments

6. Contacts

  • Adding a contact
  • Overview of the contacts
  • Merging contacts

7. Reports

  • Overview of the reports menu
  • Publishing reports


  • Free


Sharon Bagnall - Aquarius Business Support

Sharon Bagnall, as a registered BAS agent, is the go to person for all things bookkeeping.

Fully trained in all areas of bookkeeping and an accredited Member of the Institute of Certified Bookkeepers she is experienced in a range of software packages including but not limited to Xero and MYOB.

Utilising her vast experience in Senior management and general management roles Sharon can aid your business with this knowledge and provide a higher level of bookkeeping and overall business support services.