Excel for Bookkeeping
Course
Online
Description
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Type
Course
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Level
Beginner
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Methodology
Online
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Class hours
9h
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Duration
1 Year
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Start date
Different dates available
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Online campus
Yes
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Delivery of study materials
Yes
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Support service
Yes
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Virtual classes
Yes
Excel for Bookkeeping gives learners the essential skills needed to manage financial records accurately and confidently. This course introduces the key functions of Microsoft Excel used in bookkeeping, including formulas, data entry, formatting, spreadsheets, and financial calculations. It is designed to help learners understand how Excel supports bookkeeping tasks such as tracking income and expenses, managing cash flow, organising accounts, and preparing simple reports.
Throughout the training, learners explore practical methods for structuring financial data, using Excel tools to reduce errors, and applying essential accounting concepts within a spreadsheet environment. The course builds confidence by demonstrating how Excel streamlines daily bookkeeping processes and improves accuracy when working with numbers. Core skills such as using functions, creating templates, and analysing financial data are presented in an easy and accessible way.
This Excel for Bookkeeping course is ideal for learners who want to enhance their digital bookkeeping skills, boost confidence in financial administration, and improve their employability. Whether learners aim to support a business, start a small venture, or strengthen their office skills, this course provides a clear and practical pathway to understanding how Excel assists with bookkeeping tasks. With self-paced study and step-by-step guidance, learners gain valuable skills that strengthen their CV and support career development.
Important information
Price for Emagister users:
Facilities
Location
Start date
Start date
About this course
Use essential Excel functions for bookkeeping tasks
Organise and manage financial data clearly
Apply formulas to track income, expenses, and cash flow
Create spreadsheets that support daily bookkeeping
Improve accuracy when handling numerical information
Build confidence in using Excel for financial administration
This course is suitable for anyone who wants to improve their confidence in bookkeeping and Excel. It is an excellent option for beginners, office staff, business owners, and individuals planning a career in finance or administration. Learners who manage financial records, maintain spreadsheets, or support accounts teams will find this course particularly useful. It is also ideal for those preparing for entry-level roles in bookkeeping, accounting support, payroll assistance, or small business management.
The course is designed to be inclusive and accessible, making it suitable for learners with different levels of experience. Those wishing to strengthen their digital skills, improve workplace performance, or add valuable bookkeeping knowledge to their CV will greatly benefit. Whether pursuing a new career path or developing existing competencies, this course provides practical skills that can be applied across many industries.
There are no formal entry requirements for this Excel for Bookkeeping course. It is open to learners aged 16 and above who wish to gain practical bookkeeping and Excel skills. A good standard of English, basic numeracy, and confident IT skills are recommended to support smooth progress throughout the course. As the programme is delivered online, learners should have access to a computer and a stable internet connection. This ensures they can follow the lessons, practise exercises, and complete the course at their own pace.
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.
This Excel for Bookkeeping course offers flexible and self-paced learning, allowing learners to study at a time that suits their schedule. Every module is expertly designed to break down Excel and bookkeeping concepts into clear and manageable steps. The course focuses on practical outcomes that support real workplace tasks, making it highly relevant for those looking to improve their financial administration skills. Learners gain valuable Excel knowledge that enhances their CV and strengthens their confidence when handling bookkeeping responsibilities. With an accessible structure and career-focused content, this course provides a modern and effective approach to developing essential bookkeeping skills.
Yes, the course is designed to be accessible to complete beginners. It introduces Excel functions, formulas, and bookkeeping concepts in a clear and simple way. Learners follow step-by-step guidance, making it easy to build confidence and develop essential financial skills. The course does not require previous experience, and all important topics are introduced progressively so learners can study comfortably at their own pace.
Excel for Bookkeeping strengthens key skills used in administration, finance, accounting support, and office-based roles. Employers value candidates who can manage spreadsheets, organise financial data, and use Excel confidently. Completing the course helps learners demonstrate practical digital bookkeeping skills, making them suitable for entry-level roles or additional responsibilities in the workplace. These skills also support small business owners and freelancers who handle their own financial records.
The course is delivered entirely online, allowing learners to study from any location. All modules are self-paced, meaning learners can progress through the content at a speed that suits their personal schedule. There are no time limits or fixed study hours, making the course ideal for those balancing work or other commitments. Learners can access materials at any time, practise exercises on their own computer, and review lessons whenever needed for better understanding.
Reviews
This centre's achievements
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
- MS Excel
- Calculations
- Microsoft
- Working
- Performing
- Worksheet
- Printing workbooks
- Managing Workbooks
Teachers and trainers (1)
One Education
Course Provider
Course programme
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
Excel for Bookkeeping
