Course Description

This course is ONLY for you if:

Entry Count's has built your "Xero Report Templates".

This course does not cost you anything.

Please sign up using your "coupon code" which has been emailed to the firm's owner.

If you need your templates built, please email reports@entrycounts.com


Hi! Thanks for dropping by.I create these courses because I am a business owner and I want the most value from the software I pay for.I pay for a lot of software. It pains me to see users who don't get trained and end up designing these processes and workflows that are crap, they also don't use a virtual advisor to help them use Xero for setting and smashing business goals.I see too much waste and it sucks.I worked at Xero for 3 years and helped ensure users all around the world got their value for money.Xero is pretty awesome software, if you understand how it works best. I use Xero to run our 2 family businesses.This gives me more time at home, where my wife Karene, and two sons Blake and Mitchell can spend more time with me and tell me how crap I am at singing and how to build Minecraft worlds.Donnie Buchanan

Donnie Buchanan

Xero Reporting Guru

Course curriculum

  • 01

    About This Course

  • 02

    Xero's Report Templates Essentials

  • 03

    Chart of Accounts Essentials

    • Chapter Introduction

    • How do I use the master chart of accounts

    • How can I use excel and save time

    • How do I use the account code

    • How do I use the reporting name

    • How do I export and re-import

    • How do I create contra accounts

    • Quiz - Chart of Accounts Essentials
  • 04

    Importing The Chart of Accounts

    • Chapter introduction

    • Importing warning

    • How do I import into a new customer

    • How do I import into a new customer - with conversion balances

    • How do I import into an existing customer - who has their own chart

    • How do I import into an existing customer - who has the Xero default

    • How do I import into an existing customer - who only needs owner accounts

    • How do I import the master chart into a Xero ledger that has no transactions or balances

    • Quiz - Importing chart of accounts

    • How do I add owner conversion balances, including opening balances?

    • How do I add more than 5 beneficiaries / shareholders / partners?

    • How do I map my hire purchase or chattel mortgage accounts

    • Other FAQs around this chapter

    • How to enter trustee, director, partner, chairman, ABN
  • 05

    Half Way Mark

    • Set up phase complete
  • 06

    How To Perform End Of Period Tasks

    • Chapter introduction

    • How to close off Xero from others

      FREE PREVIEW

    • How to bulk edit transactions

    • How do I find if any new accounts were added?

    • How to map report codes

    • Use the "cheat sheet" to map report codes

    • How NOT to map report codes

    • Quiz - Report code knowledge check

    • Quiz - End of Period

    • Productivity Measures
  • 07

    Bringing in data into Xero Ledgers

    • Chapter Introduction

    • How to use excel drop down lists and automate importing into Xero ledgers

    • How to export movement from QBO online and import into Xero ledgers

    • How to export bank transactions from QBO online and import into Xero Ledgers
  • 08

    How To Distribute Profit or Loss To Owners / Recipients

    • Chapter introduction

    • How to apply a loss

    • How to distribute profit for trusts

    • How to distribute dividends for companies (In Equity)

    • How to distribute dividends for companies (In Expenses)

    • How to distribute loss / profit for partnership

    • How to distribute loss / profit to sole trader

    • Productivity measures
  • 09

    Report Essentials

    • Chapter introduction

    • How to run the report templates

    • How to remove, sort or add reports

    • How to use report settings
  • 10

    How To Run The Reports

    • Chapter introduction

    • How to run the trading statement

    • How to run the income statement

    • How to run the balance sheet

    • How to run the notes to financial statements

    • How to run cash flow statement - draft

    • How to run depreciation schedule - draft

    • How to run income distribution schedule

    • How to run owner accounts

    • How to run the tax reconciliation report

    • How to run the trustee / director / partner / proprietor declaration

    • How to choose an individual trustee

    • How to choose between a unit trust and discretionary trust

    • How to choose an individual director to sign

    • How to run the compilation report

    • How to run the minutes

    • How do I use the Livestock Schedule

    • How do I run the rental statement
  • 11

    How To Publish (Finish) And Share The Reports

    • Chapter introduction

    • How to publish this report

    • How to create a customer template

    • How to share the report

    • Productivity measures
  • 12

    Management Reports

    • Chapter Introduction

    • How to use our management reports

    • How to run a budget
  • 13

    Other Support Queries

    • Why do some reports look old and some new?

    • I have run an ad-hoc balance sheet and its a mess!

    • I have over 10 beneficiaries / shareholders / partners, how do I get the reports to work? - Option 1

    • I have over 10 beneficiaries / shareholders / partners, how do I get the reports to work? - Option 2

    • How to import into Xero Tax
  • 14

    Course Conclusion

    • Course completed!

    • Your last task - 5 minute survey on our awesomeness

    • Congratulations

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