Excel for Bookkeeping

Excel for Bookkeeping

20 STUDENTS ENROLLED

Introduction

Without having familiarity with Microsoft Excel, it becomes quite tough to be a skilled bookkeeping professional. If you desire to learn about the essential tools to perform various bookkeeping functions, including invoicing and performing calculations, then enrolling in this Excel for Bookkeeping course will exceedingly benefit you.

Course description

In this course, you will learn the step by step process of setting up a bookkeeping spreadsheet, identify the tabs and ribbons, and create spreadsheets that cover your accounts payable, receivable, investments, assets, record, salaries and other details all in one place.

Additionally, explore other bookkeeping essentials including budgeting, receipt forming, making reports, business statements and mathematical calculations, macros and formulas that take your bookkeeping to the advanced level.

Course design

The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace.

You are taught through a combination of

  • Video lessons
  • Online study materials

Certificate of Achievement

Endorsed Certificate of Achievement from the Quality Licence Scheme

After successfully completing the course, learners will be able to order an endorsed certificate as proof of their new achievement. Endorsed certificates can be ordered and get delivered to your home by post for only £119. There is an additional £10 postage charge for international students.

CPD Certification from One Education

After successfully completing the MCQ assessment of this course, you will qualify for the CPD Certificate from One Education, as proof of your continued professional development. Certification is available in PDF format, at the cost of £9, or a hard copy can be sent to you via post, at the cost of £15.

Endorsement

This course has been endorsed by the Quality Licence Scheme for its high-quality, non-regulated provision and training programmes. This course is not regulated by Ofqual and is not an accredited qualification. Your training provider will be able to advise you on any further recognition, for example progression routes into further and/or higher education. For further information please visit the Learner FAQs on the Quality Licence Scheme website.

Method of Assessment

To assess your learning, you have to complete the assignment questions provided at the end of the course. You have to score at least 60% to pass the exam and to qualify for Quality Licence Scheme endorsed and CPD accredited certificates. 

After submitting the assignment, our expert tutor will assess your assignment and will give you feedback on your performance.

After passing the assignment exam, you will be able to apply for a certificate.

Why study this course

Whether you’re an existing practitioner or aspiring professional, this course will enhance your expertise and boost your CV with key skills attesting to your knowledge.

The Excel for Bookkeeping is open to all, with no formal entry requirements. All you need is a passion for learning, a good understanding of the English language, numeracy and IT, and to be over the age of 16.

Course Curriculum

Getting Started with Microsoft Office Excel 2016
Navigate the Excel User Interface 00:28:00
Use Excel Commands 00:10:00
Create and Save a Basic Workbook 00:19:00
Enter Cell Data 00:12:00
Use Excel Help 00:05:00
Performing Calculations
Create Worksheet Formulas 00:15:00
Insert Functions 00:17:00
Reuse Formulas and Functions 00:17:00
Modifying a Worksheet
Insert, Delete, and Adjust Cells, Columns, and Rows 00:10:00
Search for and Replace Data 00:09:00
Use Proofing and Research Tools 00:07:00
Formatting a Worksheet
Apply Text Formats 00:16:00
Apply Number Format 00:08:00
Align Cell Contents 00:09:00
Apply Styles and Themes 00:12:00
Apply Basic Conditional Formatting 00:11:00
Create and Use Templates 00:08:00
Printing Workbooks
Preview and Print a Workbook 00:10:00
Set Up the Page Layout 00:09:00
Configure Headers and Footers 00:07:00
Managing Workbooks
Manage Worksheets 00:05:00
Manage Workbook and Worksheet Views 00:07:00
Manage Workbook Properties 00:06:00
Working with Functions
Work with Ranges 00:18:00
Use Specialized Functions 00:11:00
Work with Logical Functions 00:23:00
Work with Date & Time Functions 00:08:00
Work with Text Functions 00:11:00
Working with Lists
Sort Data 00:10:00
Filter Data 00:10:00
Query Data with Database Functions 00:09:00
Outline and Subtotal Data 00:09:00
Analyzing Data
Create and Modify Tables 00:16:00
Apply Intermediate Conditional Formatting 00:07:00
Apply Advanced Conditional Formatting 00:05:00
Visualizing Data with Charts
Create Charts 00:13:00
Modify and Format Charts 00:12:00
Use Advanced Chart Features 00:12:00
Using PivotTables and PivotCharts
Create a PivotTable 00:13:00
Analyze PivotTable Data 00:12:00
Present Data with PivotCharts 00:07:00
Filter Data by Using Timelines and Slicers 00:11:00
Working with Multiple Worksheets and Workbooks
Use Links and External References 00:12:00
Use 3-D References 00:06:00
Consolidate Data 00:05:00
Using Lookup Functions and Formula Auditing
Use Lookup Functions 00:12:00
Trace Cells 00:09:00
Watch and Evaluate Formulas 00:08:00
Sharing and Protecting Workbooks
Collaborate on a Workbook 00:19:00
Protect Worksheets and Workbooks 00:08:00
Automating Workbook Functionality
Apply Data Validation 00:13:00
Search for Invalid Data and Formulas with Errors 00:04:00
Work with Macros 00:18:00
Assignment
Assignment – Excel for Bookkeeping 3 weeks, 4 days
Order Your Certificate
Order Your Certificate QLS 00:00:00

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