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How To Become A Xero Or Quickbooks Certified Accountant

June 29, 2021
Bill Kimball

xero u training

There is no phone number to ring for user support. User support is just about non-existent.

I was off running my business and took some time to get back into the books. Over the next few months I worked on them as I could knowing I needed to get them done for our taxes with my CPA.

I would recommend FreeAgent over Xero. Avoid Xero if you could and ignore their heavy marketing campaigns as you would be paying for them, the software is expensive compared to other software which are much better and with better support. Hi Chelsea…I also agree that you should change the star rating at the top of your review to reflect the responses from actual users that have been posted. I’m sorry that you’ve had a poor experience with Xero. It’s also important to note the effect of negativity bias when reading other comments.

Xero Customer Service & Support

Since our last review, Xero’s customer support has also gone downhill. Xero Courses. Training to become certified in payroll Xero covers topics including processing and reconciling end of month reports, payroll set up and processing as well as other bookkeeping activities. Xero certification training can be delivered through courses online or training in class through a range of institutions and TAFE locations.

xero u training

They expect you to anticipate and know many nuances of the state’s requirements that can easily wind up in late payments or incorrect payments unless you are deeply versed in the details of a state’s payroll rule. This entirely defeats the purpose of a payroll service in my opinion.

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I had issues from the start but couldnt get any response from their support. I cancelled my subscription but they are still billing me and I’m still getting no response. Not the kind of company to entrust your accounts to.

Product Reviews

Although other YouTube tutorials may not come directly from Xero, you can definitely still find helpful content. Some of the Xero groups on Facebook are geared exclusively toward accountants and bookkeepers, while some are meant for small business owners and other end users. You’ll want to keep this in mind when you request to join a group.

xero u training

QuickBooks has the more straightforward certification program, though the test does add in a hurdle. Xero’s certification is one step on a long road of points and kickbacks that can help you gamify your whole business and could lead to a major change in your workflow. You can join both programs, of course. Many accountants may have need of both systems and may have enough clients that dual certification makes sense. There’s a not-insubstantial amount of work required, though, so make sure you’ve got the time to dedicate it to study.

If your chart of accounts doesn’t vary that much from Xero’s default chart, the easiest thing to do is accept that one and make edits. Next up is entering vendors and customers, though you can just wait until you have a pending transaction and enter the information at that time. One of the best things about Xero is not only does it offer a free 30-day trial, but it also lets you access a demo company so you can see how things work with data already in the system.

When I signed up for a free trial I immediately got a phone call and an email from someone saying he’d love to help me get the most out of Xero. I tried to take advantage of that help and he was completely unresponsive.

Xero Review

You can manage any of the accounts you have connected to Xero in the bank accounts screen seen above. You can also add an additional bank account or transfer money between accounts from this screen. You can manage your bank account information in the Accounting module, and it’s also where reports are run. You can edit your chart of accounts or enter manual journal entries in this area as well. The bill entry screen is similar to the invoice screen, with the same convenient look-up options. You can assign expenses to a customer from the bill entry screen, so if you’re paying for 32-lb paper to complete a custom print job for a customer, you can assign the expense directly to the customer’s account. For a quick recap, visit the purchases overview screen, which shows you invoices that need to be paid and how many, if any, are past due.

  • Xero’s lifelong learning platform constantly evolves to keep all users up to date on the platforms latest capabilities.
  • Xero Online Training Courses Our Xero Online Training Package Financials made easy with Xero — from Set Up to Payroll WE OFFER A WHOLE SUITE of Xero online training courses in one neat package.
  • Moved to Wave and fell in love with it.
  • Opinions expressed here are author’s alone.
  • PLEASE do your due diligence before purchasing.

Clear and detailed training methods for each lesson will ensure that students can acquire and apply knowledge into practice easily. The teaching tools of xero online training are guaranteed to be the most complete and intuitive. Xero Online Training Courses Our Xero Online Training Package Financials made easy with Xero — from Set Up to Payroll WE OFFER A WHOLE SUITE of Xero online training courses in one neat package. Explore Xero’s features and learn about the importance of good online security.

The UI is clunky and cumbersome as compared to QB, but then again, they say it is what you get used to. That is, until few days ago when one of the laid off contractors … get ready… deleted my entire company’s file. Apparently, Xero has no restrictions in place for any of the user accounts while it’s your job to maintain the logins for laid-off people – Xero allows unrestricted logins to anybody within the company. I would not trust this company with your sensitive data, as they have no regard for data security, privacy or even a slightest concern for paying customers. If I could give ‘xero’ stars I would. Terrible terrible customer support. The ‘reviewer’ suggests they didn’t have to wait long for responses – be warned, typically it is a minimum of 12hours and if that email creates a need for a response then be prepared for another 12hours.

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Xero still lacks a couple of functions QuickBooks offers, but they’re catching up fast. If they adhere to their product roadmap, all the significant gaps will be filled by the end of the year. Sorry to hear about your frustrations with Xero. It is true that Xero is geared towards business owners rather than accountants, though many of the accountants I’ve heard from are quite fond of it. Xero doesn’t have a built-in payroll function for Canada, but there are a few apps you can use. PaymentEvolution and SimplePay are the two I’m aware of; you can also check Xero’s add-on marketplace for others. Thanks for the info on the Square integration.

Don’t take my word for it, do your research and you’ll find out. I have been a customer of Xero for nearly 2 years.

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