Excel for Bookkeeping Course

Course

Online

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Special Emagister price

£ 9 £ 425 VAT inc.

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Description

  • Type

    Course

  • Level

    Intermediate

  • Methodology

    Online

  • Class hours

    5h

  • Duration

    1 Year

  • Online campus

    Yes

The Excel for Bookkeeping course is designed to help learners confidently manage financial records using Microsoft Excel, one of the most widely used tools in bookkeeping and accounting. This course explains how Excel can be applied to everyday bookkeeping tasks, including recording transactions, managing ledgers, tracking income and expenses, and preparing basic financial summaries.

Learners will develop a clear understanding of spreadsheets, formulas, functions, and data organisation specifically tailored to bookkeeping needs. The course focuses on improving accuracy, efficiency, and confidence when working with financial data, making it ideal for those supporting small businesses, self-employment, or administrative finance roles.

By studying Excel for bookkeeping, learners gain practical knowledge that supports better financial control, clearer reporting, and improved decision-making. The skills developed are highly transferable and relevant across industries where bookkeeping, accounts support, or financial administration is required.

This online Excel bookkeeping course is suitable for beginners and those looking to strengthen existing skills. With flexible, self-paced learning, it allows learners to study around work or personal commitments while building valuable digital and financial skills that enhance employability and professional confidence.

Important information

Price for Emagister users:

About this course

Understand Excel fundamentals for bookkeeping tasks
Create and manage bookkeeping spreadsheets accurately
Use formulas and functions for financial calculations
Organise income and expense records effectively
Improve accuracy in financial data management
Develop confidence using Excel for bookkeeping

The Excel for Bookkeeping course is ideal for individuals who want to develop practical bookkeeping skills using Microsoft Excel. It is suitable for beginners with little or no bookkeeping experience, as well as those who already work in administrative, finance, or accounts support roles and wish to improve their efficiency.

This course is particularly useful for small business owners, sole traders, freelancers, and office administrators who manage financial records as part of their responsibilities. It is also well suited to learners considering a career in bookkeeping, accounting support, or finance administration, as it builds essential spreadsheet and financial skills valued by employers.

The course is accessible and flexible, making it suitable for learners returning to education, career changers, or those looking to enhance their CV with practical, job-relevant skills. No prior accounting qualifications are required, and the course supports learners from a wide range of professional and educational backgrounds.

There are no formal entry requirements for the Excel for Bookkeeping course, making it accessible to a wide range of learners. The course is suitable for individuals aged 16 and above who are interested in developing bookkeeping and Excel skills.

A basic level of English is recommended to understand course materials, along with fundamental numeracy skills to work with financial data. Basic IT skills, such as using a computer and navigating software, will also support effective learning. All study is completed online, allowing learners to progress at their own pace from any suitable device.

Upon successful completion of the Excel for Bookkeeping, you will qualify for a UK and internationally recognised professional certification. You may also choose to formalise your achievement by obtaining your PDF Certificate for £9 or a Hardcopy Certificate for £15.

The Excel for Bookkeeping course stands out for its flexible, self-paced learning format, allowing learners to study at a time and speed that suits their lifestyle. The course content is expert-designed to focus on real bookkeeping applications of Excel, ensuring relevance and clarity.

Learners gain career-focused skills that support accuracy, organisation, and efficiency in financial tasks. The course emphasises practical knowledge that can be applied in professional settings, helping learners strengthen their confidence and competence. These transferable skills enhance a CV and support progression in bookkeeping, finance administration, and business-related roles, making the course a valuable addition to professional development.

Yes, this course is designed to be accessible for beginners. It starts with clear explanations of Excel fundamentals before progressing to bookkeeping-focused tasks. No prior bookkeeping or advanced Excel knowledge is required. The structured content allows learners to build confidence gradually, making it suitable for those new to spreadsheets as well as learners looking to refresh or strengthen existing skills.

The Excel for Bookkeeping course helps develop practical skills valued in bookkeeping, finance administration, and small business environments. Proficiency in Excel for financial tasks improves efficiency and accuracy, which employers highly value. Completing this course can enhance your CV, support career progression, and provide useful skills for roles involving accounts support, administration, or self-employment.

This course is delivered entirely online through a flexible, self-paced learning platform. Learners can access course materials at any time from an internet-enabled device. This study method allows you to balance learning with work or personal commitments, revisit topics as needed, and progress at a pace that suits your individual learning style.

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This centre's achievements

2019

All courses are up to date

The average rating is higher than 3.7

More than 50 reviews in the last 12 months

This centre has featured on Emagister for 7 years

Subjects

  • Bookkeeping
  • Excel
  • Microsoft Excel
  • Financial
  • Financial Training
  • Microsoft excel training
  • MS Excel

Teachers and trainers (1)

One Education

One Education

Course Provider

Course programme

Excel for Bookkeeping introduces how Microsoft Excel can be used to manage financial records accurately and efficiently. The course covers core units such as setting up spreadsheets, recording income and expenses, creating invoices, tracking cash flow, managing ledgers, and generating basic financial reports. Learners gain practical knowledge of using formulas, functions, and templates to support day-to-day bookkeeping tasks, making it suitable for small business owners, administrators, and those seeking to build essential financial record-keeping skills.

Course Curriculum

  • Getting Started with Microsoft Office Excel 2016
  • Performing Calculations
  • Modifying a Worksheet
  • Formatting a Worksheet
  • Printing Workbooks
  • Managing Workbooks
  • Working with Functions
  • Working with Lists
  • Analyzing Data
  • Visualizing Data with Charts
  • Using PivotTables and PivotCharts
  • Working with Multiple Worksheets and Workbooks
  • Using Lookup Functions and Formula Auditing
  • Sharing and Protecting Workbooks
  • Automating Workbook Functionality

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Excel for Bookkeeping Course

Special Emagister price

£ 9 £ 425 VAT inc.