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New menu items have been added for ‘Customers & leads’ and ‘Budgets’

QuickBooks and Mailchimp Integration - QuickBooks brings leads into your business admin software - Online Business Admin Courses

There have been some big changes in Intuit QuickBooks Online navigation that have given our course development team the nudge to create updated training material.

All current students and members can access this material at no extra cost – that’s our Updates and Additions Policy.

Some of the biggest changes relate to Customers and leads and that makes sense when you consider that Intuit now owns Mailchimp – one of the largest email marketing service providers in the world.

Continue reading New menu items have been added for ‘Customers & leads’ and ‘Budgets’
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Why is LIFETIME MYOB & Xero Course access better than 6 or 12 months?

Change in Career

It depends on how much you use the software. If you are changing careers and don’t use accounting software regularly, LIFETIME course access and support means you can access the course again and again when you need it.

Job Seeker

I’ve seen examples where a student learns how to use Xero and gets their certificate and then applies for some jobs but then life takes over and they stay in their current job.

In this scenario the student can regain access to their MYOB and Xero course at any time in the future and go through the training as a refresher.

Small Business Owner or Manager

Another great example is for small business owners or managers who want to start to do more of their own bookkeeping.

Enrol into the COMPLETE Xero Course, which includes beginners to advanced bookkeeping training, and start to perform the data entry tasks in the Daily Transactions course.

You can then come back to the course at any time in the future to learn how to master more complex tasks like BAS, Financial Reporting and Payroll.

Learn more about LIFETIME course access and support.

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Over 100 Microsoft Excel files to practise and FREE Excel Beginners sample course materials

Learn how to use Microsoft Excel in our Beginners, Intermediate and Advanced Excel Training Courses

I don’t think I’ve spent much time mentioning how many sample files you get when you enrol into the Excel Complete Microsoft Excel Course Package.

There are over 100 Excel course practise files and they cover all sorts of different topics including:

  • databases,
  • calculations and formulas, and
  • graphs and charts.

Most of these files come from the work that I have been involved with over several different businesses.

These Excel course practise files are all unlocked and open so you are also free to use them for your own personal use or business use. Some of the personal uses include calculating your mortgage repayments and figuring out how to reduce your mortgage faster.

There are also practise files to help with forecasting, managing a large contact database and visually showing what the numbers mean using useful charts.

Here is some other information you might not be aware of about our online Microsoft Excel courses:

Excel online training course FREE sample course workbook
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Office Admin Courses – GREAT example of when to use online forms

Dirty-walls-and-air-conditioning-unit-need-cleaning-or-exit-clean-at-end-of-lease-office-admin-courses

I was looking for quotes for end of lease cleaning recently and started sending emails and Facebook messages when one of the replies I received directed me to their online formvery smart!

Rather than ask me questions and wait for replies and sending 10 messages to find out basic information this cleaning company had it all laid out on their online form.

The best part of this is that I had to do all the data entry work and my details went straight into their database and email system!

Continue reading Office Admin Courses – GREAT example of when to use online forms
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The most common office admin & support jobs

the perfect administrative executive assistant office manager learn online courses training

The most common jobs for office admin and office support require confident knowledge of Microsoft Office and MYOB or Xero for bookkeeping tasks.

The office admin role is the person that connects most of the other business roles, including

  • customer service,
  • sales and
  • accounts.

This means you’ll be speaking to existing clients about the administration tasks involved in their purchase, while also coordinating with other employee of the business to help complete the services.

In the building and trades industry you’ll be helping with paperwork relating to their building project.

Office admin jobs require good communications skills because you may not know the answer to all your clients questions but you are the first person they speak with. You’ll need to correspond with other parts of the business to ensure that the client has the information they need.

Get office admin jobs with basic bookkeeping training

This can include scheduling meetings, allocating meeting rooms and reminding clients and technicians about appointments, most of which is done using Microsoft Outlook.

This role can get even trickier when you are also the person following up for payment! You may need to be nice and friendly to maintain a good client relationship while also being stern and enforcing the business credit management policies.

Combined Office Admin Course and Basic Bookkeeping Training

The office admin training course

The Office Admin Course includes training in Microsoft Office as well as MYOB & Xero Training for daily transactions.

If your employer supplies complex solutions which involve project management and many different milestones one of your first tasks will be to collect information about the customer needs from the sales person and provide them with a quote or tender that is created by an experienced estimator.

Your role might be to convert complex information into a glossy brochure or proposal that makes it easier for the client to understand.

If you are preparing this information for a sales person to present you may also need to condense it into a slideshow presentation using Microsoft PowerPoint.

Read more about Office Admin Job Descriptions and Training Course outcomes

Difference between Office Admin and Business Admin

Office admin courses and business administration training course and qualifications

If you want to climb up the ladder where you work or find a higher paying office admin job you should explore some of the requirements for business administration jobs. This previous blog posts explores actual job ads and requirements for staff.

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It’s wise to include Sage One in Bookkeeping Academy (pst.. free samples available)

Sage One Accounting Training Course - Compare Xero to Sage or QuickBooks and save money with discount coupon codes

Pardon the pun but it’s true, Sage One training course materials will now be included in the Bookkeeping Academy Training Course Package along with Xero Accounting, MYOB & QuickBooks. 

Many bookkeepers use EzyLearn to keep up to date with the various accounting software programs now available and this latest announcement is for you. Training Course materials and support for Sage One and Reckon One.

See who trusts EzyLearn for accounting and office administration software training!

Continue reading It’s wise to include Sage One in Bookkeeping Academy (pst.. free samples available)

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Accounts Receivable & Payable Courses, FREE sample

women shaking hands during business payment arrangement

Are you chasing money? If so, you’ll probably know the hard way that credit management is about chasing money owed TO a business (Accounts Receivable) and managing the money owed BY a business (Accounts Payable).

Credit can be a very scary thing when money and cashflow is tight! Machines and software are replacing humans for many data entry type tasks, but nowadays this is also the case for chasing money owed (Accounts Receivable).

Continue reading Accounts Receivable & Payable Courses, FREE sample
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Website and marketing campaign up and running in one day

With all the right information (content) and systems in place, you can setup a website, optimise it for search engines and create a Google Adwords campaign in one day. Doesn’t that sound nice?

An experienced 123ezy website designer can setup a website for you using the sitebuilder (so you can log in at any time to make changes), create a Google account, create a Google Adwords campaign and get your business online quickly. Your consultant can also code up your 123ezy website with Google Analytics code so that you can measure your statistics from your Google Account interface.

To learn more about what is included in a 123ezy website hosting solution, visit this link: http://www.123ezy.com/website_designer/page_whats_included_whats_included.html

If you’d like to book a consultation remember that it comes with a one month followup on the phone to go through and see how successful the campaign has been. For more information, follow this link: http://www.123ezy.com/website_designer/page_education_consulting.html

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Who is Melio? US payment provider that might become global because of Xero?

Melio helps with cashflow - give customers a payment link - Xero Courses from $20pw

Melio primarily competes with other accounts payable and payment automation platforms, including BILL (Bill.com), Tipalti, Stampli, and Coupa. 

These companies all help businesses with the approval process for paying suppliers or Accounts Payable.

It also faces competition from broader financial software companies like Ramp, Sage Intacct, and NetSuite. These organisations are in the accounting software space for mid-sized businesses?

So, why did Xero just buy them?

Continue reading Who is Melio? US payment provider that might become global because of Xero?
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Top 5 Things Small Businesses Must Do Before June 30 to Get Their EOFY Accounting in Order

As the end of the financial year (EOFY) approaches in Australia, small business owners need to start preparing their financial records and making important decisions.

June 30 is more than just a date — it’s a deadline that can impact your tax bill, cash flow, compliance, and even future funding opportunities.

Whether you’re a sole trader, company director, or small business operator, proper planning can save you stress, time, and money.

Here are the top 5 accounting tasks every small business must do before June 30.

1. Reconcile Your Accounts and Finalise Bookkeeping

Bank Statement for Bank Reconciliation Courses in MYOB, Quickbooks and Xero

Start by making sure all your accounts are reconciled — including bank accounts, credit cards, loan accounts, and payment gateways like Stripe, PayPal or Square. This ensures your financial data matches what’s in your actual bank account and eliminates discrepancies that could lead to errors in your tax return.

You’ll also want to:

  • Ensure all sales and expense invoices have been entered and correctly coded.
  • Chase any unpaid invoices and write off bad debts if necessary.
  • Categorise and attach receipts to transactions using your accounting software (e.g., Xero, MYOB or QuickBooks).
  • Review asset purchases or disposals during the year and update your depreciation schedule accordingly.

Doing this now will make it easier for your accountant to prepare your year-end financials — and help you get your tax return lodged faster.

See our QuickBooks Online, MYOB and Xero Bank Reconciliation Courses

2. Review Your Payroll and Superannuation

If you have employees or even just pay yourself through payroll, your EOFY payroll reporting must be correct and compliant with the Australian Taxation Office (ATO).

Here’s what you need to check:

  • STP Finalisation: Single Touch Payroll (STP) finalisation declarations must be completed by July 14. Make sure all payslips are accurate, year-to-date figures are reconciled, and no duplicates exist.
  • Super Guarantee (SG): Super contributions for the April–June quarter are due by July 28, but if you want to claim a tax deduction this financial year, ensure they are paid and received by the super fund before June 30.
  • Double-check that you’ve met the current SG rate (11% as of FY 2023–24) and that any salary sacrifice arrangements are correctly reported.

Many businesses use this time to switch payroll systems or review wages ahead of the next financial year — so now is a good time to review employee entitlements, awards, and changes to the minimum wage.

See our QuickBooks Online, MYOB and Xero Payroll Courses

3. Take Advantage of Tax Deductions and Instant Asset Write-Offs

EOFY is your last chance to strategically reduce your tax bill by claiming all eligible deductions. This includes everyday operating costs like:

Android & iPhone picture tax invoices and receipts to MYOB Essentials using MYOB Intray and Capture App - EzyLearn Online Training Courses
  • Business vehicle expenses
  • Office rent
  • Internet and phone bills
  • Accounting software subscriptions
  • Staff training
  • Marketing and advertising

Additionally, the Instant Asset Write-Off scheme may still apply, allowing you to immediately deduct the cost of eligible business assets purchased before June 30 (subject to thresholds and eligibility). This can include things like laptops, tools, or equipment used to run your business.

Speak with your accountant about whether it’s worth bringing forward expenses (such as pre-paying rent, insurance, or subscriptions) to claim the deduction this year.

4. Do a Stocktake and Review Your Inventory

If your business holds inventory — whether it’s retail stock, food and beverage, raw materials, or finished goods — a stocktake is required at the end of the financial year.

You’ll need to:

  • Physically count your stock on hand as of June 30.
  • Write down obsolete or unsellable inventory.
  • Adjust your accounting software or inventory system to reflect actual quantities and values.

Why it matters:

  • Accurate inventory levels help determine your cost of goods sold (COGS).
  • It affects your gross profit and taxable income.
  • It ensures your balance sheet is accurate and useful for making financial decisions.

Pro tip: Use this opportunity to streamline your inventory system and get rid of slow-moving or obsolete stock through clearance sales or donations.

5. Meet With Your Accountant and Plan Ahead

Finally, book a meeting with your accountant or bookkeeper before June 30 — not after. This allows you to implement any last-minute tax strategies, rather than simply reporting what’s already been done.

During this meeting, consider discussing:

  • How your business performed this year
  • Your likely tax position and any payments due
  • Whether to defer income or bring forward expenses
  • Capital gains tax (CGT) events or asset sales
  • Superannuation contributions, especially if you’re self-employed
  • Budgeting and forecasting for the new financial year

Your accountant can also help you identify whether your business structure is still right for your goals, or if it’s time to move from sole trader to company or trust structure.


Bonus Tip: Stay Organised for Next Year

If you found EOFY stressful this year, use this opportunity to invest in tools or services to make next year easier:

  • Set up regular reconciliations in your accounting software.
  • Automate invoice reminders to improve cash flow.
  • Consider outsourcing your bookkeeping if it’s holding you back.
  • Keep digital receipts organised with tools like Dext or Hubdoc.

Final Thoughts

The end of the financial year doesn’t need to be a panic-ridden time if you’re organised and proactive. By reconciling your accounts, reviewing payroll, maximising deductions, completing stocktakes, and meeting with your accountant, you’ll be in a strong position to meet your tax obligations and grow your business with confidence.

Whether you do your books yourself or work with a professional, staying on top of EOFY responsibilities is a sign of a smart, sustainable business.

Now’s the time — don’t leave it until June 29!

Bookkeeping Course Options

Business owners and Managers

EzyLearn’s COMPLETE Bookkeeping Courses include every skill level for most accounting tasks from set up and configuration to financial reporting, BAS and Payroll.

See the Complete Bookkeeping Courses for QuickBooks Online, MYOB and Xero

Jobseekers, bookkeepers and part-time employees

If you are looking for work, are a contract bookkeeper who wants more clients or a part-time accounts employee you will find that businesses use different accounting programs. EzyLearn has catered for this with our Bookkeeping Academy course packages.

See Bookkeeping Academy Course Packages

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Mastering Xero with EzyLearn: Building Confidence Through Practical Learning

Social Media digital marketing artwork for Online Xero courses and Certification - FREE Xero Course sample

In today’s digital landscape, proficiency in cloud-based accounting software like Xero is essential for professionals in bookkeeping, accounting, and small business management.

EzyLearn’s comprehensive Xero training courses are designed to not only teach the software but to ensure that learners retain and confidently apply their knowledge in real-world scenarios.


Continue reading Mastering Xero with EzyLearn: Building Confidence Through Practical Learning
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Xero gives itself a 90% high distinction – users disagree

Does Xero really get 90% plus reviews from their users - use statistics in your digital marketing to impress customers

Have you seen the recent ads promotion 90+ % approval from their customers?

The claims go from being more productive to being easy to use and this shows you how you can use statistics in your digital marketing claims.

While Reckon are promoting themselves as a cheaper alternative to Xero, Xero are finding out where they rank the best in their own research and promoting those figures as if they are real and FACEBOOK USERS ARE HATING IT!

Continue reading Xero gives itself a 90% high distinction – users disagree
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Another price increase from Xero – 4 straight years of price increases sends social media mad?

Common People Black Mirror episode reflects business sentiment towards Xero price increases - Learn Online with Xero Courses

It’s interesting how negative the sentiment is on Linkedin and Facebook when you start seeing annual price increases for Xero.

MYOB has been smashed in it’s social media marketing campaign for their MYOB Solo software but Xero’s CEO was smashed on Linkedin for the continuing increases in price of Xero.

You can push the innovation angle for so long but it seems like Xero are trying to test how much their clients can really afford.

There is a link in their price increase email to their innovations page and I wonder if they did the price increase just to get more traffic to that part of their website!?

The question is:

  1. Is that innovation worth the cost to your business and do you use those features, and
  2. What are your alternatives.
  3. Do you need all this extra functionality that Xero is promoting?

These increase in subscriptions seem a lot like the recent Black Mirror episode “Common People” where users have no real choice but to keep paying more and more for the software because it is hard to find an alternative.

If you are into dark comedy or want to see how bad things can get from a technology perspective this episode has a very interesting take about subscriptions and premium serviceswait until you when the subscriber starts talking about sponsored products!

Xero justifies it’s price increase using Innovation

Xero did a great job with an earlier price increase by telling their users about the massive gain they received with the inclusion of Hubdoc in their Xero feature list.

It was portrayed as a massive saving compared to the monthly fee and it worked very well at a time when other software companies were simply increasing their subscriptions with bland corporate notification emails.

They’re pushing the innovation angle again but users are pushing back.

Learn Online with Xero Courses

Xero COMPLETE Training Courses Online Suite - EzyLearn

Like it or not, Xero is still the leading online accounting software in New Zealand, Australia and the UK and it’s popularity continues to rise.

  • If you’re looking for accounts or bookkeeping jobs you need to know how to use Xero.
  • If you’re running your own business or a business manager you need to know how to use Xero

Learn everything about Xero in the Complete Xero Course. It includes 7 skill levels from beginners to advanced bookkeeping using Xero and it’s available from $20pw.

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What is the cheapest way to learn Xero and Microsoft Excel

EzyLearn Online Course Training Manuals and Workbooks for MYOB, Xero, Excel, Office, Word, QuickBooks Online

Learning how to use Xero for specific tasks is easy. There are dozens of videos that you can watch for free on YouTube and they are good for “JIT Learning” – Just In Time Learning. If you want to get a thorough and detailed training about how to perform bookkeeping using Xero you need to learn how to perform all the bookkeeping tasks.

Most people like to watch training videos about how to use Xero or Excel and then try to replicated it.

But once you’ve watched 3-4 videos you get the feeling that you should be using the software. You’ll also start to realise the benefit of a course that contains all the sample data and exercises to help you learn bookkeeping.

Continue reading What is the cheapest way to learn Xero and Microsoft Excel
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Join the Bookkeeping Academy

Bookkeeping Academy to find accounting jobs. Learn how to use MYOB and Xero with online training courses - Employer Recognised and Industry Accredited.

Join the Bookkeeping Academy as a member to improve your personal brand and get online exposure for bookkeeping and office administration work.

  • Membership to bookkeeper database
  • Verification of Credentials
  • Online Member Profile
  • 4 hours annual CPD training credits
  • Your Worklife Contribution (optional)
  • Local Awareness Marketing
  • Training in bookkeeping integration subjects
  • Access to Academic Development Program (APD)
  • Bookkeeping Affiliate Program Membership
  • Social Media Marketing Introduction Training

Business Owner Benefits

The Bookkeeping Academy is designed for anyone who wants to enhance their knowledge and use of technology to manage the financial aspects of their business.

As a business owner this gives you a low cost educational and support resource to help you use technology to become more organised and efficient in the administration aspects of your business.

Ongoing Course Access and Support

EzyLearn Online Course Updates & Additions for latest versions of Xero, Excel & MYOB courses

This membership gives you ongoing access to EVERY course that you have ever enrolled into (since January 1st 2013) with EzyLearn – this includes all

  • updated training workbooks,
  • educational videos and
  • exercise files.

We update our training materials regularly to keep up with changes in features, compliance requirements and navigation changes made by the major software vendors.

Specialisation for Certified Bookkeeping Assistants

QuickBooks-MYOB-Xero-Integrations-Training-Course-Certificate-Hubdoc-HubSpot-Planday-Harvest-Deputy-EzyLearn

When you specialise you demonstrate your commitment to a deeper level of understanding about certain Bookkeeping Assistant tasks. This knowledge ensure you are more productive for your employer or client and can help them use technology to better manage their business.

Specialisation Training include:

  1. Introduction to Apps and Integrations
  2. Receipt Capture and Storage
  3. Credit Management
  4. Rostering and Workforce Management
  5. Financial Reporting

Get the details about Bookkeeping Academy membership