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Xero Cashbook & GST

Self-paced learning
Launch course

4 Advisor credits


Learning objectives

In this course, you'll learn how to work with your client cashbooks more efficiently.

Course outline

    The main topics covered are:
    • An overview of My Xero
    • The Xero dashboard
    • The bank reconciliation process
    • Bank rules and cash coding
    • Recommended period end checks within Xero
    • Preparing the GST return
    • User access and permissions, and
    • Xero Help and Community resources

    Make sure you click forward after each video to answer the knowledge check questions. Use the small forward arrow at the bottom of the screen.

Topics covered

  • Bank
  • Users
  • Dashboard

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