Xero bookkeeping essentials


Become expert with PTB specialized courses

Face to Face Classes via Zoom
Tax & BAS
Preparation Skills
Xero Tax
Software Access

Course Description

This course is designed to assist to bookkeepers, assistant accountants and accounts clerks, business owners, managers and business partners requiring skills and knowledge to process business transactions, reconcile accounts including bank accounts and generate financial reports using Xero.
  • 1st batch starts from
    Saturday, 13 February 2021
  • Finish date
    Saturday, 5 June 2021
  • Duration:
    $300 excluding GST

Course Contents

The topics covered in this course include:

⦁ Set Up a Free Trial and Access Demo Company
⦁ Navigating Xero
⦁ View chart of Accounts and tax codes
⦁ Set up a Bank Account
⦁ Understanding Bank feeds
⦁ Reconcile your bank feeds using Bank Rules
⦁ View bank rules
⦁ Discuss bank feeds
⦁ Reconcile your bank feeds using Transfer
⦁ Reconcile your bank feeds using Create
⦁ Cash Coding feature
⦁ Find your Bank Account Transactions
⦁ Bank Reconciliations
⦁ Create a Contact Card
⦁ Prepare a Sales Invoice
⦁ Email Sales Invoice
⦁ Amend Sales Invoice
⦁ Sales overview and outstanding Invoice
⦁ Reconcile Debtor Payments
⦁ Reconcile Debtor Part Payments
⦁ Amend Payment Receipt
⦁ Automate debtor recovery emails – Email reminders
⦁ Create Email template
⦁ Create and send statements
⦁ Customer Record keeping Xero
⦁ Debtor Reports
⦁ Extract Debtor Reports to Excel
⦁ Customer returns and credit notes
⦁ Add a new superannuation fund
⦁ View or edit Products and Services
⦁ Inventory Reports
⦁ Create Supplier Contact Card
⦁ Enter Supplier bills
⦁ Batch supplier payments
⦁ Reconcile Individual supplier payments
⦁ Find and Match Supplier payments
⦁ Supplier Payments by cheque
⦁ Supplier Statements
⦁ Manual Journal Corrections and Adjustments
⦁ Credit note
⦁ Cash refund credit notes
⦁ Supplier credit note
⦁ Customising Invoice Settings – Branding themes   ⦁ Apply Branding theme to Sales Invoice  

Course Outcome

Successful completion of this course will enable you to:

Entry Requirements

The course is only available for current or prospective Premier Tax & Bookkeeping (PTB) independent contractors for the preparation of income tax returns and BAS.

To enrol literacy and numeracy levels sufficient to undertake the course, good computer skills and access to a computer with a reliable internet connection are required.

Other Details

For this a part time blended mode course where attendance at a 2-hour per week video conferencing lecture for a period of four weeks is required. An additional 4 hours per week of study outside of your video conferencing lecture is required for skill development and completion of practical exercises using Xero.

The workshops are delivered by highly experienced Bookkeepers and Registered BAS Agents, who have over 20 years of experience in the bookkeeping industry. The lecturers’ profile can be accessed by clicking on Lyn Square and Jodie Cowling

This course is designed to develop independent learning and requires use the available reading materials, Xero help sections and relevant ATO websites before attempting the learning and skill development exercises.

Once exercises have been completed you are able check the correct answers provided in your online course portal or if you have difficulty understanding answers contact the tutors for support.

$300 excluding GST

Xero software is provided until 30 June 2021 and included in the course fee above.

Electronic reading materials are included in the course fee and course content is accessed via our online student portal. Additional resources, learning materials and classroom recordings are also available at no cost.

In this course you will be provided with real life business transactions and scenarios and asked to complete electronically and submit the following using Xero.

  • Bank reconciliation report
  • Accounts payable reports
  • Accounts receivable report
  • Profit and loss statement /li>
  • Balance sheet
  • Trail balance
The assessment is a take home assessment for which you are given one week to complete. If your final assessment is assessed as not satisfactory, you will have one week to review and resubmit your assessment.

On satisfactory completion of the workshops, you will be provided with a Workshop Completion Certificate. This Certificate outlines all components covered in the workshops.

This is an industry based practical skills course with no links to nationally accredited units and/or qualifications


Workshops of two hours per week are delivered using video conferencing technology by experienced Registered Tax Agents and Public Accountants. There are 6 workshop options available with morning, afternoon or evening sessions you can choose to attend from home or your office.
BatchStart dateStart dateClass Time
Xero BKE1Saturday, 13 February 2021Saturday, 6 March 2021 9.00am- 11.00pm
Xero BKE2Saturday, 13 February 2021Saturday, 6 March 20211.00pm -3.00pm
Xero BKE3Saturday, 13 February 2021Saturday, 6 March 20216.00pm- 8.00pm
Xero BKE4Sunday, 14 February 2021Sunday, 7 March 20219.00am- 11.00pm
Xero BKE5Sunday, 14 February 2021Sunday, 7 March 20211.00pm -3.00pm
Xero BKE6Sunday, 14 February 2021Sunday, 7 March 20216.00pm- 8.00pm

How to Apply

Before applying, please ensure you select the correct time slot that does not clash with other study, professional or family commitments. You can apply online by clicking on