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Published 9 Jul 2020

Becoming a Certified Xero Advisor: How to Begin

by CoursesOnline Contributors

Browse Xero Courses!

Keen to use Xero with confidence? Then you need to join the 70,000 people who have already become Xero certified advisors. Covering every core feature of the cloud-based accounting software, this is one certification programme that’s well worth doing.

Find out how to become Xero certified, as we explore the Xero certification process and the study options available.



What are the Advantages of Using Xero?

Xero is an excellent platform for accountants, as its cloud accounting system enables accountants, bookkeepers, and business professionals to manage their accounts with confidence. It’s a great choice for those looking to upskill in bookkeeping or accounting. It also provides easy access to financial information.

Some advantages of using Xero are:


  • You can instantly check cashflow wherever you are

  • You can connect to your bank, so that transactions are securely imported

  • Everything is backed up automatically

  • You can send invoices from anywhere

  • You have access to real-time information

  • You can collaborate with ease

  • Your dashboard provides a live view of your balance, bills and transactions

  • Updates are automatic



Where to Begin with Certification

When it comes to the process of gaining Xero advisor certification, you have two main options. You can learn via a Xero training course with a reputable training provider.

Finding the right course for you

To kickstart the certification process, we recommend becoming a Xero partner, as doing this will allow you to choose any certification route. Once you’ve filled in the relevant form on the company’s website, a Xero rep will call you to discuss your study options.

Certificate in Xero

Taking on a Certificate in Xero course can be a great option for those who are looking to use the software in their day-to-day role as an accountant. From reputable providers like The Career Academy, learners can be confident in gaining a deep understanding of Xero that they’ll be able to use effectively within their workplace.

If you don’t want to take a career break in order to study, this course can be taken part-time in a flexible way that suits your schedule.

Advanced certificate in Xero

If you’ve already used Xero in the past or are looking to take your skills to the next level, taking an advanced certificate in Xero course could be the best option for you. This course is a great way to sharpen your technique in managing business accounts and preparing and interpreting reports.

As a fully flexible course, this is the best way to learn new skills without having to take time away from work.

Diploma in Xero

If you’re looking for extra flexibility and support while you become certified, you could choose to study with a Xero Learn Partner such as the Career Academy. This experienced provider’s Diploma in Xero combines four certificates in one and enables you to become a Xero certified advisor within six months. 

Opt to study with the academy, and you’ll benefit from the freedom of studying at your own pace, as well as one-to-one tutor support, flexible starting dates, and several payment options. When it comes to assessment activities, there’s plenty of variety on offer, whether you prefer quizzes or practical assignments.

Certificate in Xero Payroll

A Certificate in Xero Payroll is an ideal choice for those who are looking to implement Xero within a payroll and bookkeeping capacity.

For those who want to take this learning a step further, a Start Your Own Business with Xero course can be a great way to use the skills you’ve learned within Xero and apply them in a way that can allow you to set up your own business using the software.



Topics Your Xero Certification Will Cover


  • Xero HQ – includes setting up and customising alerts, editing client information, creating and editing queries.
  • Set up Xero – includes using the dashboard and settings, plus navigating in Xero.
  • Banking – includes adding bank accounts, creating transactions and reconciling invoices and bills.
  • Contacts – includes creating and maintaining details, using Groups and Smart Lists.
  • Inventory – includes adding products and services and choosing the right inventory method.
  • Quotes and invoices – includes creating, editing and updating invoices, plus creating quotes.
  • Bills and purchases – includes keeping track of bills, managing cash flow and creating purchase orders.
  • Advanced tools – explores the advanced tools available in Xero.
  • Reporting – includes creating budgets and bespoke reports to track business activity.
  • Expense claims – includes capturing receipts and submitting claims for work expenses.
  • Xero projects – includes creating projects to track time, progress and profitability.
  • Fixed assets – includes setting up the fixed asset register to manage purchasing, selling, disposing and depreciation processes.


What Happens After Xero Certification?

Once you’ve completed Xero’s certification process you’ll be required to complete quarterly product updates and answer some related assessment questions. Available in February, May, August and November, the updates will be delivered via live webinar, although you can watch the recording at a time to suit you.



Xero certification will give you the knowledge and skills you need to use the cloud accounting software with supreme confidence. So why not check out our Xero courses today?


Browse Xero Courses!

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