Professional Xero Training for South African Businesses

Xero is a game-changer for business accounting — if you know how to use it well. Our Xero training helps you harness the power of cloud accounting to manage your business finances more effectively.

We’ll show you how to:

  • Set up your Xero account for success

  • Record and reconcile transactions

  • Automate invoicing and payment reminders

  • Generate reports for better decision-making

  • Stay compliant with SARS tax requirements

Whether you’re completely new to Xero or looking to sharpen your skills, we’ll customise the training to your business needs.

Start managing your accounting with confidence using Xero.

Xero Training.

Who’s it for?

Whether you’re looking for ways to ensure your cloud accounting software is working as efficiently as possible or want to brush up on your knowledge as an experienced user, this training is for you. With our wide range of course offerings, we can help you get to grips with the basics all the way up to the more complex functionality.

Course Outline

  • 1. Navigation and configuration

    • Dashboard, headings and Quick Create

    • Settings and Tools

  • 2. Banking

    • Connecting your bank

    • Reconcile transactions

  • 3. Sales Centre: Processing

    • Types of transactions

    • Adding customers and products

    • Inventory (how to load and process)

  • 4. Expenses

    • Types of expenses

    • Adding suppliers

  • 5. VAT

    • Setting up VAT

    • Adding new VAT (agencies and rates)

    • Preparing VAT returns and recording payments

  • 6. Accounting

    • Viewing charts of accounts

    • Creating/editing charts of accounts

  • 7. Reports

    • Running company reports

    • Customising and saving your reports

  • 8. Other transactions

    • Journal entries

    • Statements

    • Inventory adjustments


Courses Available

Group classes or one-on-one sessions starting from R4200 for group and customised pricing for one-on-one sessions

  • QuickBooks Online

    One-day comprehensive course

  • Xero

    One-day comprehensive course

  • PaySpace

    One-day basic training including ESS

Advice from Xero

Guide to invoicing

Do your invoices go unpaid for ages? There are proven ways to change that. Check out these tips on the art of invoicing.

Pointers for growing a business

Here are some ideas that have helped other owners grow their businesses. See what would work for you.

5 rules for managing small business cash flow

Cash flow management is vital for a growing business. Here are five rules to help you keep cash flow under control.

We are QuickBooks and Xero migration specialists.