(ARCHIVED) Bookkeeping with Xero and Dext Complete Course

At Avalon, we believe that accurate and timely bookkeeping is crucial to the success of your business. This course will teach you how to easily do your own bookkeeping using step-by-step video instruction and accompanying text.

Buy $295.00

Course curriculum

1. 0.1 Introduction to This Course
2. 0.2 Introduction to Bookkeeping
3. 0.3 Introduction to Xero
4. 0.4 Introduction to Dext
5. 0.5 Introduction to the Bookkeeping System
1. 1.1 Xero Setup - Get a Xero Account
2. 1.2 Xero Setup - Bank Feeds
3. 1.3 Xero Setup - Organization and Financial Details
4. 1.4 Xero Setup - Sales Tax Rates
5. 1.5 Xero Setup - Chart of Accounts
6. 1.6 Xero Setup - Conversion Balances
7. 1.7 Dext Setup - Sign Up for Dext
8. 1.8 Dext Setup - Connect Dext to Xero
9. 1.9 Dext Setup - Update Settings
1. 2.1 Navigating Xero
2. 2.2 Bank Feeds - Transactions Magically Appear
3. 2.3 Chart of Accounts - How Transactions are Categorized
4. 2.4 Invoices - Create and Send Invoices in Xero
5. 2.5 Bills - Recording Bills in Xero
6. 2.6 Settings - Important Settings to Understand
1. 3.1 What is Dext for?
2. 3.2 Navigating Receipt Bank
3. 3.3 Receipt Bank Settings You Need to Know About
1. 4.1 Receipt Bank and Xero - the Big Picture
2. 4.2 How to Upload Receipts to Receipt Bank
3. 4.3 Reviewing Transactions in Receipt Bank
4. 4.4 Sales Taxes and Receipt Bank
5. 4.5 Review and Categorize Transactions in Receipt Bank (Examples)
1. 5.1 Xero and Receipt Bank - the Big Picture
2. 5.2 Navigating Xero - Key Areas to Know in Xero
3. 5.3 Recording Receipt Banked Transactions in Xero
1. 6.1 When to Skip Receipt Bank and Record Transactions Directly in Xero
2. 6.2 How to Record Transactions Directly in Xero (Purchases / Expenses)
3. 6.3 How to Record Transactions Directly in Xero (Sales / Revenue)
4. 6.4 How to record cash transfers (bank to bank or paying off a credit card)
5. 6.5 Use Bank Rules to Automate Transactions in Xero
1. 7.1 Overview of Invoicing in Xero
2. 7.2 Creating and Sending Invoices in Xero
3. 7.3 Invoice Settings
4. 7.4 Recording Payments that you've Received
1. 8.1 Overview of Correcting Mistakes in Xero
2. 8.2 Editing Transactions in Xero
3. 8.3 Use Remove and Redo to Correct Transactions
4. 8.4 Void or Delete Transactions in Xero
5. 8.5 Receipt Bank and Correcting Mistakes in Xero
1. 9.1 Sales Tax Overview
2. 9.2 Sales Taxes in Xero
3. 9.3 How Receipt Bank Deals with Sales Tax
4. 9.4 Sales Tax Report in Xero
5. 9.5 Filing a GST/HST Return
6. 9.6 Filing a PST Return (Coming Soon)
1. 10.1 Basic Financial Reports in Xero
2. 10.2 Customizing Financial Reports in Xero
3. 10.3 Demonstration - Customizing an Income Statement
4. 10.4 Demonstration - Customizing a Balance Sheet
1. 11.1 Month-end Overview
2. 11.2 Bank Reconciliations in Xero
3. 11.3 Reviewing Financial Reports
1. 12.1 Congratulations - You're a Bookkeeper!
2. 12.2 Index
3. 12.3 Resources
4. 12.4 Avalon Accounting

About this course

$295.00
62 lessons
0.5 hours of video content

(ARCHIVED) Bookkeeping with Xero and Dext Complete Course

Course curriculum

0. Introductions

1. Bookkeeping System Setup

2. Xero Basics

3. Dext Basics

4. Receipt Bank Bookkeeping Process

5. Transactions in Xero from Receipt Bank

6. Record Transactions Directly in Xero (Skip Receipt Bank)

7. Invoicing in Xero

8. Correcting Mistakes in Xero

9. Sales Taxes in Xero and Receipt Bank

10. Financial Reporting in Xero

11. Month-end: Bank Recs and Financial Reports

12. Bookkeeping Course Summary

About this course