What's Included

Beyond a robust course outline, we want to make sure you are comfortable that the course will address your needs. Here's what we offer:

  • 100% money-back gurantee

  • Lifetime access including updates as software changes

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

Course curriculum

  • 1

    0. Introductions

    • 0.1 Introduction to This Course

    • 0.2 Introduction to Bookkeeping

    • 0.3 Introduction to Xero

    • 0.4 Introduction to Dext

    • 0.5 Introduction to the Bookkeeping System

    • 0.6 Avalon's Top Bookkeeping Tip
  • 2

    1. Bookkeeping System Setup

    • 1.1 Xero Setup - Get a Xero Account

    • 1.2 Xero Setup - Bank Feeds

    • 1.3 Xero Setup - Organization and Financial Settings

    • 1.4 Xero Setup - Sales Tax Rates

    • 1.5 Xero Setup - Chart of Accounts

    • 1.6 Xero Setup - Conversion Balances

    • 1.7 Dext Setup - Sign Up for Dext

    • 1.8 Dext Setup - Connect Dext to Xero

    • 1.9 Dext Setup - Update Settings
  • 3

    2. Xero Basics

    • 2.1 Navigating Xero

    • 2.2 Bank Feeds - Transactions Magically Appear

    • 2.3 Chart of Accounts - How Transactions are Categorized

    • 2.4 Invoices Introduction

    • 2.5 Bills - Recording Bills in Xero

    • 2.6 Settings - Important Settings to Understand
  • 4

    3. Dext Basics

    • 3.1 What is Dext for?

    • 3.2 Navigating Dext: An Introduction

    • 3.3 Dext Settings You Need to Know About
  • 5

    4. Dext Bookkeeping Process

    • 4.1 Dext and Xero - the Big Picture

    • 4.2 How to Upload Receipts to Dext

    • 4.3 Categorize Transactions in Dext

    • 4.4 Sales Taxes and Dext

    • 4.5 Review and Categorize Transactions in Dext (Examples)
  • 6

    5. Transactions in Xero from Dext

    • 5.1 Xero and Dext - the Big Picture

    • 5.2 Navigating Xero - Key Areas to Know in Xero

    • 5.3 Recording Dext Transactions in Xero
  • 7

    6. Record Transactions Directly in Xero (Skip Dext)

    • 6.1 When to Skip Dext and Record Transactions Directly in Xero

    • 6.2 How to Record Transactions Directly in Xero (Purchases / Expenses)

    • 6.3 How to Record Transactions Directly in Xero (Sales / Revenue)

    • 6.4 How to record cash transfers (bank to bank or paying off a credit card)

    • 6.5 Use Bank Rules to Automate Transactions in Xero
  • 8

    7. Invoicing in Xero

    • 7.1 Overview of Invoicing in Xero

    • 7.2 Invoice Settings

    • 7.3 Creating and Sending Invoices in Xero

    • 7.4 Recording Payments that you've Received
  • 9

    8. Correcting Mistakes in Xero

    • 8.1 Overview of Correcting Mistakes in Xero

    • 8.2 Editing Transactions in Xero

    • 8.3 Use Remove and Redo to Correct Transactions

    • 8.4 Void or Delete Transactions in Xero

    • 8.5 Dext and Correcting Mistakes in Xero
  • 10

    9. Sales Taxes in Xero and Receipt Bank

    • 9.1 Sales Tax Overview

    • 9.2 Sales Taxes in Xero

    • 9.3 How Dext Deals with Sales Tax

    • 9.4 Sales Tax Report in Xero

    • 9.5 Filing a GST/HST Return

    • 9.6 Filing a PST Return
  • 11

    10. Financial Reporting in Xero

    • 10.1 Basic Financial Reports in Xero

    • 10.2 Customizing Financial Reports in Xero
  • 12

    11. Month-end: Bank Recs and Financial Reports

    • 11.1 Month-end Overview

    • 11.2 Bank Reconciliations in Xero

    • 11.3 Reviewing Financial Reports

    • 11.4 Preparing for your year-end

  • 13

    12. Bookkeeping Course Summary

    • 12.1 Congratulations - You're a Bookkeeper!

    • 12.2 Index

    • 12.3 Resources

    • 12.4 Avalon Accounting