Xero Bookkeeper with Payroll Specialist

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What you’ll learn

What You Will Learn from this Course:

• Bookkeeper Fundamentals: Build the accounting knowledge required to work confidently in Xero. Learn the core principles of double-entry bookkeeping, how assets, liabilities, equity, income, and expenses work together, how GST is calculated and reported in Australia, and how to read the financial statements that every business relies on.

• Xero Associate Certification - Level 1: Get hands-on with the complete Xero workflow from day one. Set up a live Xero organisation from scratch, process customer invoices and supplier bills, import bank statement lines, reconcile your bank account, and run your first business performance reports.

• Xero Professional Certification - Level 2: Take your Xero skills to the next level with professional-grade configuration and workflows. Learn to customise the Chart of Accounts, set up Tracking Categories for business segment reporting, manage credit notes and purchase orders, handle complex bank reconciliations, identify and correct coding errors, and produce a full management report suite.

• Xero Specialist Certification - Level 3: Master the advanced Xero features that experienced bookkeepers and accounting firms depend on. Cover fixed asset management and depreciation, tracked inventory, staff expense claims, customer project tracking, multicurrency with foreign exchange reporting, budget management, and end-to-end preparation and BAS filing.

• AI for Bookkeepers: Learn to use AI tools that modern finance professionals are already applying in the workplace. Cover how to optimise communication and information management using Microsoft Copilot, create financial documents and reports more efficiently, and use AI effectively for business communication in a bookkeeping and accounts context.

• Xero Payroll Certification: Learn to set up and manage payroll for Australian businesses using Xero. Configure payroll settings, pay calendars, pay items, superannuation, leave entitlements and tax details. Process pay runs, manage adjustments, submit Single Touch Payroll reporting and complete end-of-year payroll finalisation.

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Lumify Learn at Lumify Work

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Who is the course for?

It is suitable for career changers entering bookkeeping or finance, office and administration professionals looking to formalise their skills, small business owners managing their own finances, and Cert IV holders wanting to add practical Xero credentials to their existing qualifications.

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Course subjects

Bookkeeper Fundamentals

The core concepts that underpin every transaction and report. Including principles, debits and credits, double-entry bookkeeping, GST, and an introduction to the Profit & Loss, Balance Sheet, and Cash Flow statements.

Outcome: Understand the accounting fundamentals needed to use Xero accurately and confidently in a business context.

Xero Associate Certification - Level 1

Get hands-on with the complete Xero workflow from setting up your organisation and processing invoices and bills through to bank reconciliation and your first business performance reports, all in a live Xero HQ practice environment.

Xero Professional Certification - Level 2

Configure and customise workflows the Chart of Accounts, setting up Tracking Categories, managing credit notes and purchase orders, handling complex bank reconciliations, and producing a full management report suite.

Xero Specialist Certification - Level 3

Master the advanced Xero modules that experienced bookkeepers and accounting firms rely on; covering fixed assets and depreciation, tracked inventory, staff expense claims, customer project management, multicurrency, budget management, and end-to-end BAS preparation and filing.

AI for Bookkeepers

Learn practical AI skills that modern finance professionals are already using in the workplace. Topics cover using Microsoft Copilot to manage communication and information more efficiently, creating financial documents and reports with AI assistance, and applying AI tools effectively in a bookkeeping and accounts context.

Payroll Specialist

Build practical skills in setting up and managing payroll for Australian businesses using Xero. Configure payroll settings, pay calendars, pay items, superannuation, leave entitlements and tax details. Process pay runs from start to finish, manage adjustments and submit Single Touch Payroll reporting to the ATO. You’ll also learn to manage ongoing payroll responsibilities, including leave balances, terminations, payment summaries and end-of-year payroll finalisation.

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Prerequisites

The course is open to anyone looking to build practical bookkeeping and payroll skills using Xero, regardless of previous accounting or bookkeeping experience. There are no formal prerequisites.

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THIRD PARTY REGISTRATION

Lumify Work promotes courses which are delivered by Lumify Learn; both companies are part of the EdventureCo Group. This arrangement requires Lumify Work to provide your details to Lumify Learn for course and/or exam registration purposes.

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Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.