Excel for Bookkeeping

3 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

How is the course assessed?

This course does not involve any assessment.

While I receive a certificate of completion?

Upon successful completion, you will qualify for the UK and internationally-recognised professional qualification and you can choose to make your achievement formal by obtaining your PDF Certificate at a cost of £9 and Hardcopy Certificate for £15.

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 and an accredited qualification 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	00:17:00
	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	00:07:00
Printing Workbooks
	Preview and Print a Workbook	00:10:00
	Set Up the Page Layout	00:08:00
	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	00:05:00
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	00:15:00
	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