Course curriculum

  • 01


    • 5 Create Xero Account

    • 7 Xero Turn On Projects

    • 8 Create a Bank Account

    • Documents to Download

  • 02

    Set Up Jobs / Projects, Billable Expenses & Items

    • Xero 515 Jobs, Sub Customers, Projects

    • Xero 519 1 Add COGS Accounts

    • Xero 519 2 Add Items Products & Services

  • 03

    Enter Beginning Balances for Jobs & Accounts

    • Xero 520 Enter Beginning Balances For Jobs & Accounts Part 1

    • Xero 521 Enter Beginning Balances For Jobs & Accounts Part 2

    • Xero 522 Project Reports

    • Xero 523 Enter Beginning Balances Other Accounts

  • 04

    Applying Raw Materials to Jobs

    • Xero 525 Purchase Raw Materials On Account

    • Xero 530 Raw Materials Used & Applied to Job Part 1

    • Xero 531 Raw Materials Used & Applied to Job Part 2

  • 05

    Applying Direct Labor to Jobs

    • Xero 540 Apply Direct Labor Cost to Jobs

  • 06

    Applying Overhead to Jobs

    • Xero 545 Apply Overhead to Jobs

    • Xero 546 Apply Direct Labor to Jobs Part 2

  • 07

    Completing Job and Creating Invoice

    • Xero 550 Record Completion of Job & Invoicing

  • 08

    Making Job Estimates

    • Xero 565 Add Estimated Expresses

    • Xero 567 Categorize Expenses to Estimates

  • 09

    Custom Report

    • Xero 570 Custom Reports

  • 10

    Theory Practice Problems in Excel

    • 120 Excel Problem Tracking WIP

    • 135 Excel Problem Tracking COGS


This Xero Job Costing course will provide the resources for learners to develop a solid understanding of job costing concepts and the tools Xero provides to create an effective job costing system.

We will discuss the process of setting up Xero for a job costing system.

The course will describe the terminology used by software and by the industry, such as jobs, sub customers, and projects.

Learners will understand how to set up projects and how they function to track costs and revenue per job.

We will cover how to enter bills and allocate costs to jobs using forms such as bill forms and expense forms.

The course will discuss the concept of a double-sided or two-sided items, how to create them, and why they are necessary for job costing.

Learners will know how to apply materials to jobs.

We will discuss how to apply direct labor to a job.

The course will show how to apply overhead to jobs.

Learners will be able to create invoices for the job using either the estimate or the actual billed costs.

Who this course is for:

Business professionals in an industry using job costing

Accounting professionals who want to learn job costing

Students who want to apply job costing concepts to accounting software

Robert (Bob) Steele CPA CGMA CPI MStax


Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).

Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.

In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele’s teaching philosophy is to make content applicable, understandable, and accessible.

Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.

Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.

Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.

Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.

The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.

Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge.