Efficient Invoicing, Quotes, Deposits & Payment Services using Xero
Managing Bills, Batch Payments, Remittances & Files
Bank Reconciliation, Fixing Errors & the Statement Balance
Converting to Xero
Importing to Xero
Practical Payroll
BAS/IAS and GST Reconciliation
Multi-currency & Foreign Transactions
Training Your Staff & Clients
Managing Your Bookkeeping Practice using Xero
How to Provide Value-Added Services Practically
Keeping Up Your Knowledge & Upskilling
How to Review a Xero File
Xero Inventory Fundamentals
Customising Xero Templates
How to Review a MYOB File Before Converting to Xero
Become an Expert Bookkeeper using Xero

Importing to Xero (Online Xero Course)

Learn all about importing everything you can into Xero from world-class Xero ecosystem expert trainer, Jeri Murphy.

Course Type            Short Course

Qualification          Certificate of Achievement

Level                         Intermediate Level

Payment Options  Upfront & Payment Plans

Delivery                    Online & Distance Education

Course Information 

In this expert level Xero course, you will learn how to import everything you can into Xero.

Importing and using the CSV template functionality to get lots of data into Xero at a time can save you lots of time and your client’s lots of time and money too. It’s a great skill to have when you are also looking to provide additional services to your client’s such as implementation of add-on software.

We will be looking at:

  • What you can and can’t import
  • Common issues when importing
  • Key skills you need to work with data in bulk
  • Import limits
  • How to import data into Xero

You will learn how to import:

  • Bank statements
  • Cash coded CSV bank statement files
  • Fixed assets
  • Chart of accounts
  • Conversion balances
  • Manual journals
  • Contacts
  • Inventory
  • Sales invoices
  • Bills
  • Credit notes
  • Payroll
  • Budgets

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