Focus

  • Settings

    Get setup right with efficient practices and custom settings that are right for your business.

  • Files

    Welcome to your new filing system! Change the way you manage paper and digital documents, receipts and more.

  • Connections

    The foundation of your Xero Account depends on bank feeds and mapped integrations for accurate reconciliations.

Reviews

Social Proof

  • The best Xero course you can possibly take!

    Jane Bartel

    I have been using Xero for awhile but always knew that I was barely touching the surface of what it could be doing for my jewelry business. Mariel takes you ...

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    I have been using Xero for awhile but always knew that I was barely touching the surface of what it could be doing for my jewelry business. Mariel takes you through the entire Xero journey from setup to reports. Finally I have a system for tracking my receipts online through Xero, connecting expenses to my contacts, understanding how to properly allocate expenses, tracking my inventory (through the brilliant integration with Shopify and BenchWorks). The reality is that Mariel knows Xero backwards and forwards. The course is laid out so that you can go back and re-read, re-listen, re-watch everything. The monthly call is worth the price of the class alone. If you really want to learn how to run your company using Xero you need this class.

    Read Less

  • This is really putting me in the driver's seat!

    Christine Huber

    I love the course and it's amazing. I've used an accountant to clean up my books in the past, but still felt like I didn't know how to run my own business an...

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    I love the course and it's amazing. I've used an accountant to clean up my books in the past, but still felt like I didn't know how to run my own business and this is really putting me in the driver's seat! I signed up for the Gold Membership b/c I wanted the extras, and it's still less than paying for an accountant. Thank you for creating it, it's been exactly what I needed.

    Read Less

Course curriculum

  • 1
    START HERE Module 1: Foundation Introduction
  • 2
    1. HOUSEKEEPING
  • 3
    2. SETTINGS
  • 4
    3. GO PAPERLESS
  • 5
    4. CONTACTS
  • 6
    5. INTRO TO INVENTORY
  • 7
    6. BANK FEEDS
  • 8
    7. INTEGRATIONS
  • 9
    Xero App
  • Snapshot FREE PREVIEW Xero Account FREE PREVIEW Xero Account FREE PREVIEW
  • 1.1 Housekeeping Snapshot 1.1.1 Browser 1.1.1 Housekeeping Browser slides 1.1.2 Security 1.1.2 Housekeeping Security video slides 2 Factor Authentication 1.1.3 Personal 1.1.3 Housekeeping Personal video slides You Need A Budget Housekeeping Checklist
  • NEW Navigation FREE PREVIEW 1.2.1 Setup Snapshot Xero Tips 1.2.2 Dashboard 1.2.2 Dashboard video slides Charts on the Dashboard 1.2.3 The Chart of Accounts 1.2.3 Chart of Accounts video slides Chart of Accounts Overview i. Chart of Accounts Explained (Basics) ii. Chart of Accounts Explained (Inventory & Cogs) iii. Chart of Accounts Explained (Equity) Consolidated COA Sole-P or LLC COA Corporate COA 1.2.4 The Setup 1.2.4 Settings video slides Financial Settings Explained Cash vs Accrual Method Example Financial Settings 1.2.5 Tax Rates 1.2.5 Tax Rates video slides Tax Rate Checklist Tax Rate Example Sales Tax Tip Sales vs Use Tax Use Tax Explained Tax Inclusive vs Exclusive 1.2.6 Invoice and Email 1.2.6 Invoice and Email Settings video slides 1.2.7 Payment Methods 1.2.7 Payment Methods video slides Payment Method Tips 1.2.8 Tracking Codes 1.2.8 Tracking Codes video slides Tracking Category Examples Your Ideal Tracking Category Add a User 1.2 Settings Quiz
  • 1.3.1 Go Paperless 1.3.1 Go Paperless slides 1.3.2 Paperless Filing for Contacts + Transactions 1.3.2 Contacts and Transactions slides 20 Second Silent Video: How to Attach File to Existing Transaction from Inbox Receipt Requirements Your Xero Inbox Reference Sheet
  • 1.4.1 Contacts 1.4.1 Contacts 1.4.2 Contact Groups 1.4.2 Contact Groups 1.4.3 Merge + Archive Contacts 1.4.3 Merge and Archive Xero to Xero Add Notes to Contacts
  • 1.5.1 Intro to Inventory 1.5.1 Intro to Inventory 1.5.2 Import + Edit Inventory 1.5.2 Inventory in Xero Your Labor and Inventory Pricing & Overhead Branded PDF Inventory Insights for Sales Consistency is Key Tracked Inventory in Xero Accounting for Inventory Illustration Create a Sku Cheatsheet
  • 1.6.1 Connect Bank Feeds Xero Help for Bank Feeds 1.6.2 Conversion Balances 1.6.2 Conversion Balances 1.6.3 Setup Cash Account (optional) 1.6.4 Overview 1.6.4 Importing and Deleting a Statement 1.6.4 Import Historical Transactions 1.6.4 Date Range for Import 1.6.4 Where to Download Historical Bank Activity for Import into Xero - CHASE 1.6.4 Import from PDFs 1.6.5 Bank Account Navigation
  • Shopify WooCommerce Square Etsy Etsy Sales Import Tutorial Etsy Fees Import Tutorial SquareSpace Amazon Lightspeed
  • Download the App to your Phone Mileage Tracking

The Foundation Module

You can purchase this module by itself...

Complete Course

...or save $600 and buy the Complete Course.

Add Bonuses & Meetings

Save $770 when you buy the Gold Level Course, which includes the Complete Course, plus Bonuses and Monthly Activation Group Calls

Setup Done for You

If you want to have everything done for you, so you can be on your way and move forward, not worrying about imports and the past, then go Platinum.

Full Course

The course is so comprehensive, we had to create individual modules and then bundle them together for the Complete Course. We don't advise you buy each module separately. Please consider taking the complete course.

See the Complete Course