Free Xero Basics Short Course

  • Level:  Basic

  • Author: Victoria Grimshaw
  • Study time: 30 minutes

  • Content:  6 short videos

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Course Overview
Learn the basics of using Xero including:

  • Creating a Xero account
  • Logging in and accessing the Demo Company so you can explore and try out Xero for free
  • Navigate the menu bar to learn all of Xero's features
  • Adding a bank account and setting up bank feeds
  • Creating your first Sales Invoice

The course is free and consists of 6 videos and a page of links to Xero's help centre to supplement your learning. It is a good starting point for those completely new to Xero so you can explore its features for free.

Setting up and converting to Xero for your business is covered in our Private Sessions

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About your Tutor

Victoria Grimshaw 
Xero and Bookkeeping Trainer
I have been a Bookkeeper and Xero Certified for a decade. I have a Diploma in Accounting and am a member of the Institute of Certified New Zealand Bookkeepers. I am a Xero Silver Champion Accounting Partner and used to work for Xero's Customer Support Team. 

I know the common mistakes and problems people come up against with Xero and my courses are built around avoiding those pitfalls and getting you using Xero with ease and confidence, whilst making your learning experience fun, efficient and cost effective.

As a Small Business Owner and with my extensive experience working for various business types, I understand the pain points of running your business' finances and am here to help make things easier, less time consuming and less costly for you and your business.

What our learners say

Liked Victoria's approach, teaching style and ability to think on her feet.
Her knowledge is through the roof!
Timmy Smith 
Victoria is extremely knowledgeable about Xero and makes it super easy and straight forward to understand.
Lauretta Goode

Free Xero Basics Course Contents

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Avoid the steep learning curve of trying to figure things out for yourself and the often costly mistakes that occur as a result. Doing things in Xero correctly is crucial to avoiding the cost of your accountant having to fix your mistakes. 
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Most course providers put a time limit on course completion, but we understand that life can sometimes get in the way and therefore don't set time limits for courses. You can start and finish when you want and will have access to the material to refer back to.