What's Included

Take your time back! Learn to simplify and automate your bookkeeping with Avalon's proven processes.

  • 100% money-back gurantee

  • Lifetime access including updates as software changes

  • The course we use to train our new bookkeepers and clients

What You'll Learn

  • Master Xero Basics

    We'll show you how to set up your accountant properly and how to get access the information you need to make informed decisions for your business.

  • Easily Record Transactions

    Learn how to categorize transactions, reconcile your accounts and manage your cashflow effectively.

  • Automate invoicing & payment

    Create and send invoices easily, set up payment reminders and streamline income tracking to always know your financial position.

  • Get useful financial reports

    Generate financial reports in a few clicks to help you monitor your business' health in real-time.

  • Simplify sales tax

    Handle GST/HST confidently! Learn to seamlessly file your tax returns and maximize tax credits.

  • Get ready for year-end

    Simplify tax time preparation and minimize accounting fees with our proven process.

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

    6. 0.6 Avalon's Top Bookkeeping Tip

    7. Xero Discount Code

    8. Dext Coupon Code (20% Off)

    9. Float Visa - Smart Business Credit Card

    1. 1.1 Xero Setup - Get a Xero Account

    2. 1.2 Xero Setup - Bank Feeds

    3. 1.3 Xero Setup - Organization and Financial Settings

    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 Introduction

    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 Dext: An Introduction

    3. 3.3 Dext Settings You Need to Know About

    1. 4.1 Dext and Xero - the Big Picture

    2. 4.2 How to Upload Receipts to Dext

    3. 4.3 Categorize Transactions in Dext

    4. 4.4 Sales Taxes and Dext

    5. 4.5 Review and Categorize Transactions in Dext (Examples)

    1. 5.1 Xero and Dext - the Big Picture

    2. 5.2 Navigating Xero - Key Areas to Know in Xero

    3. 5.3 Recording Dext Transactions in Xero

About this course

  • $297.00
  • 69 lessons
  • 0.5 hours of video content

Take the pain out of bookkeeping

Save yourself from the pain of messy books and the stress of running your business without knowing how it’s performing.

Get started now