MASTER ACCOUNTING WITH QUICKBOOKS & XERO: FROM
FINANCIAL STATEMENTS TO FREELANCING SUCCESS
WHAT YOU WILL LEARN:
Upon completing this course, you will gain proficiency in the following areas:
1. Generating financial statements and organizational reports
2. Creating and managing charts of accounts
3. Handling customers, suppliers, and employees
4. Managing bills, expenses, inventory, and sales
5. Using advanced features of QuickBooks and Xero
6. Leveraging freelance marketplaces for career opportunities
LEARNING PATH:
Introducing QuickBooks Online
1. What Is QuickBooks Online?
2. Features of QuickBooks Online
3. Learn About QuickBooks Center – What Does It Contain?
4. Learn About Client Switcher – How to Switch Multiple Companies?
5. Learn About Navigation Panel and Quick Create Options
6. Learn About Gear Icon to Set Up and Modify Lists & Users
7. How to Manage Users?
8. How to Import Data/Export Data in QuickBooks Online?
9. How to Navigate QuickBooks Online?
10. What Are Custom Form Styles?
11. Learn About Sales Center
12. Learn About Expense Center
13. Learn About Employee Center
14. What Is a Chart of Accounts (COA)?
15. How to Create New Accounts?
16. How to Delete/Inactivate Accounts?
17. How to Add Taxes/VAT?
18. Learn About Apps Center
Managing Sales & Customers
1. How to Work with Customer Center?
2. How to Create a New Customer?
3. How to Enlist Products & Services into QuickBooks Online?
4. How to Track Inventories?
5. How to Create an Estimate?
6. How to Convert an Estimate to an Invoice?
7. How to Create Invoices?
8. How to Receive a Payment?
9. How to Deposit Undeposited Funds?
10. What Are the Options to Create a Credit Note?
11. What Are the Ways to Create Sales Receipts?
12. How to Create Refund Receipts?
13. Learn the Ways to Explore the Sales Center?
Managing Suppliers & Bills
1. How to Work with Supplier’s Center?
2. Learn and Understanding the Supplier’s Bar
3. How to Create New Suppliers?
4. How to Create Purchase Orders?
5. How to Create a Bill?
6. How to Create Expenses?
7. How to Create Cheque?
8. What Are the Ways to Make Payments?
9. What Is Supplier Credit?
10. How to Enter a Credit Card Credit?
Managing Employee, Lists & Tools
1. How to Create a New Employee?
2. How to Create a Time Sheet?
3. How to Create a Billable Time Chart?
4. What Are the Processes of Transfer Funds?
5. How to Record a Journal Entry?
6. Learn to Create Customer Statements
7. Learn to Do Inventory Quantity Adjustment
8. Learn to Do Pay Down Credit
9. How to Record Recurring Transactions and Templates of Recurring Transactions
Bank Reconciliation & Others
1. Learn to Get Bank Feeds
2. How to Create a Bank Rule?
3. What is the Process of Bank Reconciliation?
4. Learn the Steps of Reconciliation
5. Learn About Budgeting
6. How to Set Multicurrency?
Special Features
1. How to Process Write Off Invoices?
2. How to Do QuickBooks Clean Up?
3. How to Do Projects in QuickBooks Online?
Reporting
1. How to Generate Reports in QuickBooks Online?
2. How to Customize Reports?
3. How to Generate Management Report?
4. How to Print and Email Reports in QuickBooks Online?
Exam 01: QuickBooks Online
1. Final Exam (Online) for Final Assessment
Introducing XERO
1. What Is Xero?
2. What Are the Features of Xero?
3. What Are the Uses of Xero?
4. Learn About Xero Center
5. Learn About Logins, Access, and Pricing of Xero
6. How to Access the Xero Demo Company?
7. How to Create a New Organisation?
8. Learn About the Xero Dashboard
9. Learn About the Xero Menus, Icons & Tabs
10. How to Get Help & Support from Xero?
11. How to Operate Xero Files?
XERO Setup
1. Learn About Organization Settings to Set Up a New Company
2. Learn About Financial Settings to Set Up a New Company
3. How to Add a Tax Rate?
4. Learn About Email Settings
Charts of Accounts
1. What is a Chart of Accounts (COA)?
2. What are Account Input Fields?
3. How to Import a Chart of Accounts in Xero?
4. Process of Adding an Account
5. Process of Editing an Account
6. Process of Deleting an Account
7. Process of Archiving an Account
8. Process of Restoring an Account
Users
1. Process of Exporting a Chart Of Accounts from Xero
2. Learn About User Roles
3. How to Add a User?
4. How to Edit a User?
5. How to Remove a User?
Conversion Balances
1. What Are Conversion Balances?
2. What Is the Conversion Date and the Importance of It in Xero?
3. How to Set the Conversion Date?
4. Learn About the Ways of Entering Conversion Balances in Xero
5. Learn About the Ways of Entering Comparative Balances in Xero
Bank Accounts
1. What Are Bank Accounts & Bank Feeds?
2. Process of Adding a Bank Account
3. Process of Adding a Credit Card
4. How to Archive a Bank Account?
5. How to Restore a Bank Account?
6. How to Create a Spend Money Transaction?
7. How to Create a Receive Money Transaction?
8. How to Create a Transfer Money Transaction?
Contacts
1. Learn About Contacts of Xero
2. What Are Contact Input Fields and How Does It Work?
3. Process of Importing Contacts
4. Process of Creating a Contact Group
5. Process of Adding a Contact
6. Process of Editing a Contact
7. Process of Archiving a Contact
8. Process of Restoring a Contact
9. Process of Exporting Contacts
Inventory
1. What Is Inventory?
2. What Are Inventory Input Fields and How Does It Work?
3. Process of Creating an Inventory Item (Untracked)
4. Process of Creating an Inventory Item (Tracked)
5. Process of Editing an Inventory Item
6. What Are Opening Balances (Tracked Items) of Inventory in Xero?
7. How to Export Inventory Items?
8. How to Import Inventory Items?
Invoicing - Sales
1. How to Process Invoice Settings?
2. Get Familiar with the Sales Dashboard
3. What Are Invoice States?
4. What Are Invoice Input Fields and How Does It Work?
5. How to Create a New Invoice?
6. How to Attach Files to Invoices?
7. Process of Editing an Invoice
8. Process of Copying an Invoice
9. Process of Voiding an Invoice
10. Process of Printing an Invoice
11. Process of Recording a Payment
12. Process of Sending Receipts
13. Process of Searching Invoices
14. What Is Repeating Invoices?
15. How to Create a Repeating Invoice?
16. What Are Credit Notes?
17. How to Create a Credit Note?
Quotes
1. What Are Quotes?
2. What Are Quote Input Fields and How Does It Work?
3. Process of Creating a Quote
4. Process of Sending, Printing, and Deleting a Quote
5. Process of Accepting or Declining a Quote
6. Process of Copying Quotes
Purchase
1. Get Familiar with the Purchases Dashboard
2. Process of Creating a New Bill
3. Process of Attaching Files to Bills
4. Process of Editing a Bill
5. Process of Copying a Bill
6. Process of Voiding a Bill
7. Process of Recording a Payment
8. What Are the Ways to Search Bills?
9. How to Create a Repeating Bill?
10. How to Create a Credit Note?
Purchase Order
1. Process to Create a Purchase Order
2. Process of Editing or Deleting a Purchase Order
3. Process of Marking a Purchase Order as Billed
4. Process of Copying a Purchase Order
Expenses Claims
1. What are Expense Claims?
2. Process of Creating an Expense Claim
3. Process of Editing and Viewing Expense Claims
4. Process of Submitting an Expense Claim
5. Process of Approving an Expense Claim
6. Process of Declining an Expense Claim
7. Process of Paying an Expense Claim
8. How to Search for Previous Claims?
Reconciliation
1. What is Reconciliation and the Process to Do It?
2. Get to Know about the Reconciliation Screen
3. What is Cash Coding?
4. What Does Bank Statement (Tab) Contain?
5. What Does Account Transactions (Tab) Contain?
6. What is Matching and How to Do It?
7. What Are Prepayments in Xero?
8. What Are Overpayments?
9. Process of Creating Spend and Receive Transactions
10. How to Transfer Between Bank Accounts?
11. How to Generate Reconciliation Report?
Fixed Assets
1. What Are Fixed Assets in Xero?
2. What Are Fixed Asset Input Fields and How Does It Work?
3. How to Set Asset Types?
4. How to Set the Fixed Asset Start Date?
5. Process of Creating a Fixed Asset
6. What is Depreciation?
7. How to Run Depreciation in Xero?
8. How to Operate Rolling Back Depreciation in
Payrun
1. How to Use Payrun in Xero?
2. How to Create Pay Item
Project
1. How to Create a Project in Xero?
2. Process of Creating a Project
3. Process of Tasks, Expenses, Invoice
Reports
1. What Are Reports and How to Operate Them on Xero?
2. What Are the Different Common Reporting Functions?
3. What Is the Way to Save a Report (Draft)?
4. What Is the Way to Publish a Report?
5. How to Export a Report?
6. How to Create a Budget?
7. How to Import a Budget?
8. How to Export a Budget?
Exam 02: Xero
1. Final Exam (Online) for Final Assessment
Freelancing Class 1: Branding
1. Branding – OWN SEO (Create Social Media Accounts with the Same Name and Picture)
2. How to Create Own Portfolio
3. Keep an Updated Portfolio
Freelancing Class 2: Fiverr
1. Guideline to Fiverr Account Creation
2. Fiverr Gig Creation
3. Fiverr Tips and Tricks
4. Payoneer Account Creation
Freelancing Class 3: Upwork
1. Introduction to Upwork
2. Guideline to Upwork Account Creation
3. Upwork Bidding
4. Upwork Cover Letter Writing
5. Upwork Tips and Tricks
Freelancing Class 4: Freelancer.com
1. Introduction to Other Marketplaces (Freelancer.com)
2. Account Creation
3. Tips and Tricks
4. Marketplace Profile Links
WHO WILL BENEFIT :
The course is designed to benefit a wide range of individuals seeking to thrive in the digital
landscape. Potential beneficiaries include:
1. Individuals aspiring to work in the accounting sector seeking practical skills using
QuickBooks and Xero
2. Professionals looking to enhance their accounting proficiency with industry-standard
software
3. Those interested in exploring freelance opportunities in accounting and management
roles
4. Students pursuing BBA/MBA with a focus on accounting or related fields
5. Business owners and entrepreneurs aiming to manage their financial records more
effectively
