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How to Become Xero Certified

How to Become Xero Certified

  1. Home
  2. Accounting
  3. Xero
  4. How to Become Xero Certified


How to Become Xero Certified


If you want to work in business, bookkeeping, or accounting, you should consider becoming Xero certified. This cloud-based accounting software is designed to manage the accounts of small to medium businesses with efficiency and provide easy access to essential information.

Interested? Here’s a quick guide to the advantages of Xero and how to become Xero certified with a Xero training course.

What is Xero?

The accounting software program Xero is designed to manage the accounts of small and medium businesses. Its online accounting system reduces the risk of manual errors, and companies can check their cash flow from anywhere they have internet access.

It’s used by companies of all sizes and can be an essential tool for administrative professions. It can be a vital tool for fast growing businesses or companies who want to keep a close eye on their accounts, books and other financial areas. In the modern world of administration, having a Xero certification is a must. 

Why is it Important to Become Xero Certified?

So, how does Xero work and why should you use it in your job role? Some benefits of being Xero certified apply to both accountants and bookkeepers, including the fact that it’s reliable and an in-demand skill in the workplace.

Being able to use Xero for bookkeeping and payroll can help those who are working in administration save time, work more efficiently and make fewer mistakes.

For example, if you want to become a Xero certified bookkeeper, you may have a far easier time keeping track of finances and accounts rather than doing it manually yourself.

Features like repeating and automatic invoices and payment-enabled invoices can shave hours off your work schedule and significantly improve your workflow. Plus, if you become Xero certified, you can use your knowledge to run administration tasks in your own small business before you have a budget to expand.

Learning Xero accounting software can be a straightforward process, as providers offer Xero certified training courses that can be completed at home in your own time.

Why is Xero so Popular?

As it’s designed to make running business accounts simpler and faster, Xero’s online accounting system reduces the risk of manual errors, as every bank transaction flows automatically into it. This means that businesses can instantly check their cash flow wherever they are.

Here are some other advantages of Xero accounting:

  • Everything is automatically saved, so there’s no need to back up
  • Updates are a thing of the past
  • Cloud accounting means you can send invoices from anywhere
  • Collaboration is simple
  • It gives you real-time information
  • Your dashboard gives you a live view of your balance, transactions, and bills

Xero Within Specific Job Areas

Xero can be used in a wide variety of job roles and can help you to succeed in numerous industries.

Why do accountants need to be Xero certified?

Put simply, a Xero certification is an assurance to employers, and customers, that an accountant knows what they’re doing on Xero.

A certification shows that your accountant is on top of any changes in the industry and shows you know how best to leverage them to aid your business. In addition, those who are Xero certified have an insight into which apps and programs work best with Xero, meaning that they can optimise the accounting process even further.

Why do bookkeepers need to be Xero certified?

With a cloud-based system like Xero, you can automate some tasks, leaving you with more time to spend on other matters. 

Xero for bookkeepers allows them to understand real-time financial reporting, allowing business owners the peace of mind of being able to check their cash flow as and when they need to know it.

A Xero certification for bookkeepers reassures potential employers that you are confident using cloud-based software and ready to be efficient in your role.

How to Become Xero Certified

So, if you want to know how to become Xero certified, here’s your answer. Training providers offer several different online Xero courses:

  • For beginners a Diploma in Xero, or a Certificate in Xero can be the best place to start. Courses like these can be completed in less than 40 hours, and can give learners an overview of the Xero
  • An Advanced Certificate in Xero is a great option for those who want to take their learning to the next level. Courses like these can give learners a more in-depth overview of the software and how to apply it in a professional setting
  • For those using Xero in a bookkeeping capacity,  a Certificate in Accounts Administration & Payroll can give them the skills they need to use the software for accounts
  • Lastly, if you’re running your own business through this software, Start Your Own Business With Xero can be an excellent course to help you achieve that goal

If you’re looking for the flexibility of online courses but want some access to tutor support, courses like these can be an excellent choice. Many even support flexible payment plans, so you don’t have to invest upfront.

What Skills Will I Learn?

By becoming qualified in Xero, you’ll learn a wide range of skills that will allow you to flourish in your current role. When you’re using this in your day to day for the first time, you’ll learn extra skills as you perfect your knowledge.

Best of all, you’ll be able to help others understand how Xero works and how it can be used in other roles within your company as well.

  • Starting up Xero
  • Collaborating with clients
  • Keeping up to date with tasks
  • Banking quotes
  • Accounting skills
  • Smarter management of bank accounts
  • Invoices, bills, and purchase orders
  • In-depth accounting services abilities
  • Advanced tools
  • Core features of Xero
  • Month-end reporting
  • Creating projects

How to Become a Xero Advisor

Within the Xero software, there are higher levels of privilege that can be granted to certain users, with Xero Certified Advisor being one of these. 

If you have a high level of knowledge and experience using Xero, you can take on this role within your company or within your own business. Taking advanced Xero advisor certification courses can be one way to achieve this level of knowledge.

What Happens After Certification?

So now you know how to get Xero certified; what should be your next step? Once you’ve obtained your Xero certification, you’ll need to complete quarterly product updates, which include some assessment questions. These are delivered through webinars.

Becoming Xero certified is a great way to make your CV stand out for the right reasons. So why not explore the full range of Xero training courses we offer?

Browse Xero Courses Now!

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