Master the basics with our Xero Introduction course.

Learn all of the core skills that you need to start using Xero day-to-day.

We know that learning Xero for the first time can be a bit daunting. Our approachable, experienced trainers will quickly get you using Xero confidently.

This is a hands-on course. It includes lots of time to practice what you are being taught and try things out for yourself.

By the time you finish, you’ll be comfortable using a wide range of Xero’s core features.

✔ A complete beginner’s course that covers all of the basics.
✔ Plenty of one to one attention and time to ask questions
✔ Friendly expert trainers, small groups and a comfortable place to learn
✔ All the materials and extras that you’ll ever need
✔ Ongoing support and help with issues you have after the course



This course will to get you comfortable with Xero as quickly as possible.

With plenty of practice to consolidate what you learn, you’ll be up to speed in no time.

You’ll learn how to:

  • Quickly navigate Xero
  • Tailor Xero to your preferences
  • Set up, customise and send a sales invoice
  • Create a purchase order
  • Record a purchase invoice
  • Use bank feed to quickly manage and reconcile a bank account
  • Create and customise emails from Xero
  • Use Xero’s help centre and contact Xero support.


If you’d like to know more about any of these areas we’ve outlined the full syllabus below (see COURSE DETAIL).

Once you have completed this course you will be ready for our Xero Intermediate course.



Don’t worry, you don’t need any previous experience of using Xero.

You only need a basic understanding of working with computers and Windows.

If you can work with multiple windows, navigate the desktop and know a bit about storing files in folders you’ll be absolutely fine.



Our courses run from 9.30am to roughly 4.15pm with refreshments throughout the day and a break for a tasty, freshly prepared lunch.

We offer a relaxed, supportive learning environment, fully air-conditioned facilities and some of the nicest instructors on the planet.

Also, you’ll receive:

✔ A full-colour manual covering everything in the course so that you can recap.
✔ A USB stick for the course exercises to let you practice more in your own time.
✔ A Certificate of Attendance to show that you trained with the best.



You will need to bring your Xero account login to train with. If you don’t already have one you can get it from here:


Download the course details
  • The benefits of using Xero
  • Basic functionality
  • How to navigate Xero
  • Understand the dashboard
  • Tailor it to your preferences
  • Setting up sales invoices
  • Customising sales invoices
  • Creating and sending a sales invoice
  • Setting up a new contact
  • Creating an Inventory item
  • Customising emails
  • Creating a quote
  • Sending a quote
  • Sending statements of overdue amounts
  • Sending statements of activity
  • Creating purchase orders
  • Recording a purchase invoice
  • Setting up a bank account and feed
  • Reconciling a bank account
  • Viewing a basic profit & loss report
  • Using the help centre
  • Contacting Xero Support
Dates & Prices

Course duration: 1 day

Choose location:

£395 (+VAT)

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