Setup and structure
Understand the setup decisions and structure behind your records. A useful foundation helps you work consistently as transactions build up.
Practical accounting software support
Xero and QuickBooks training for business owners.
Learn the parts of your accounting software you use every day. Get focused help with a question, choose a training module or work through a programme covering setup, transactions, reconciliation and reports.
Learn with a purpose
What can you learn in Xero or QuickBooks?
There are separate module paths for Xero and QuickBooks. Pick a topic you need now, combine a few modules or work through all six at your own pace.
Invoicing and expenses
Work through sales invoices, purchases and expense records in the software you use. Learn how everyday entries fit into the wider bookkeeping process.
Bank reconciliation
Understand how to match transactions and investigate differences. Learn a repeatable process rather than guessing which option to choose.
VAT and compliance workflows
Explore the VAT-related records and software processes relevant to your business. Sessions focus on software use; your specific tax position should be discussed separately with an accountant.
Reports and your numbers
Find the reports that help you understand income, costs and business performance. Learn what to look for and how the quality of your records affects the figures.
Advanced features
Build on the basics with a module focused on more advanced software features. Discuss your current workflow so the session can address what you need to understand next.
A question or a deeper session
Choose the support time you need.
Quick Help — £35
A 15-minute session for one quick question or a small issue. Share the topic first so we can check whether the session length is suitable.
Standard Support — £65
A 30-minute session for a few things to go through or an issue that needs more explanation. Work through the topic step by step.
Extended Support — £120
A 60-minute session for more detailed guidance or training. A useful option when you want time to understand a workflow in greater depth.
Training module bundles
Build your confidence, one topic at a time.
A single training module is £65 per session. Choose any three modules for £180, saving £15 compared with three individual modules, or the full six-module programme for £349, saving £41.
Training modules and timed software support are separate options. Ask about the topic you want to cover so the appropriate format and scope can be agreed before booking.
Choose your training topicsBefore you book
Common software training questions.
Is this training suitable for beginners?
The setup, invoicing, expenses and reconciliation modules provide a starting point for business owners building their software confidence. Tell us your current experience and the software you use so the starting topic can be agreed.
Can I book help with just one software problem?
Yes. Focused software support is available in 15, 30 and 60-minute sessions. Describe the issue before booking so we can review whether a short session or longer training is a better fit.
Do I need to complete all six modules?
No. You can choose a single module, a three-module bundle or the full programme. Choose the topics that are relevant to your day-to-day work.
Can you manage my bookkeeping instead?
Yes. If you would rather have regular support with your records, explore our business bookkeeping services. Training and bookkeeping support can be discussed together to agree who handles each part of the work.
Get more comfortable with your accounting software.
Share what you use and what you want to understand. We’ll help you choose a suitable next step.
Enquire about Xero or QuickBooks training