Basic Excel for Basic Bookkeeping and Accounting

Learn the essentials of Excel and basic bookkeeping in this introductory course, perfect for beginners looking to manage transactions effectively.

  • Overview
  • Curriculum
  • Instructor
  • Review

Brief Summary

This course is all about getting comfy with Excel while mastering the basics of bookkeeping. It’s a friendly journey from understanding how to enter data to organizing and analyzing it, perfect for beginners looking to build their business skills.

Key Points

  • Basics of Excel: Learn the layout, workbooks, and data entry.
  • Fundamentals of Bookkeeping: Understand day-books and essential records.
  • Working with Data in Excel: Insert, remove, merge cells, and use basic formulas.
  • Organizing Data: Use tables, filters, and data validation.
  • Analyzing Data: Explore charts and pivot tables.

Learning Outcomes

  • Open, save, and close workbooks in Excel smoothly.
  • Identify and navigate different parts of an Excel workbook.
  • Enter and delete data effectively for bookkeeping.
  • Use basic formulas and formatting to enhance your data.
  • Organize data using tables and filters for easy access.

About This Course

Learn the basics of Excel, the very basics of bookkeeping, and how you can do simple and basic bookkeeping in Excel.

Basic Excel for Basic Bookkeeping - an introductory course for those that are new to Excel and new to Bookkeeping.

In This Course You Will Learn The Basics Of Excel, The Very Basics of Bookkeeping, And How You Can Do Simple and Basic Bookkeeping in Excel.

If you need to record basic transactions for your business. If you are new to Excel?  THEN REGISTER NOW

Course Overview

We will begin this course by introducing you to Excel, where you will learn the very basics. We will introduce you to a workbook and the ribbons, and you will learn how to select, enter and delete data.

In section 2 we will move into the very basics of bookkeeping, we will introduce you to the day books that you should keep and we will identify key details that you should record in these day-books. These day-books, prepared in Excel, are available for download, and we will use them in the rest of this course while we are working in Excel.

In section 3 - Excel working with data, you will learn how insert, remove and merge cells, rows and columns. We will also look at find and replace, hide and unhide and Special paste. After this we will move on to entering basic formula and some formatting.

Section 4 of this course - Excel Organizing and sorting data, will give you the opportunity to organize the day-books using tables, filters, names and data validation

Finally in section 5 Excel Analyzing data you will be introduced to Excels recommended charts and recommended pivot tables.

This course contains:

Notes to download - Available Now

Sample practice day-books - Available Now

Exercises to complete - Available Now

Certificate of Completion

*****BONUS****** FREE Join a community of other learners where you can interact with each other and with the instructor.

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REGISTER NOW and get started with Bookkeeping in Excel Today!

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By the end of this course, you'll have the knowledge and confidence to record your basic bookkeeping transaction in Excel. You will also be confident in using the basics of Excel for almost any task. In addition to this you will also have the foundations to move on to a more advanced Excel or Bookkeeping course.

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Your purchase is 100% RISK FREE with a 30 day money-back guarantee. If you don't learn anything new from this course, simply request a refund within your 30 day period for your money back, no questions asked.

  • Open, save and close a workbook in Excel

  • Identify parts of an Excel workbook

  • Enter and delete data

Instructor

Profile photo of Paula Guilfoyle CPA
Paula Guilfoyle CPA

With over 25 years of expertise in Accountancy, Business Management, and Operations, I, Paula, am a seasoned CPA (Certified Public Accountant) dedicated to empowering learners with practical skills and knowledge. As a former Microsoft MVP (Most Valuable Professional) in Excel for two consecutive years (2020 & 2021), I've been recognized for my commitment to excellence in spreadsheet solutions and financial...

Review
4.9 course rating
4K ratings
ui-avatar of Kevin Badu
Kevin B.
3.0
1 year ago

Very basic but good presentation as it was done methodically, step-by-step. Not rushed. But there is not much accounting or bookkeeping though the title says so.

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ui-avatar of Alicia Wooten-Cherry
Alicia W.
4.0
1 year ago

The sound needs to be louder but the instruction is excellent just like the Basic Bookkeeping class that I took.

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ui-avatar of Thandar Swe
Thandar S.
3.0
4 years ago

Excel version is outdated.

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ui-avatar of Mary Cassandra arocena
Mary C. A.
3.0
4 years ago

outdated, files don't work

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ui-avatar of Nancy Webb-Bindi
Nancy W.
3.0
4 years ago

I appreciate the instructor and her efforts in this course. Some constructive criticism, however: especially beginning in Section 4, the material is a bit too rushed. I had to stop a few times and google some terms and phrases in order to understand what she was actually doing in Excel and what the terms meant. It could be explained in a clearer way - eg: pivot tables, slicers.... The audio is up and down as well, which made focusing on the material a bit tricky. But overall it is a good course and I thank her very much for this knowledge.

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ui-avatar of Devan Costa-Cargill
Devan C.
3.5
4 years ago

A very introductory course for new excel users. Some of the features explained are more advanced and do not seem to fit in this course overall. But the information is very easy to understand. The instructor has a clear way of speaking.

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ui-avatar of Tracey McDonnell
Tracey M.
5.0
4 years ago

Yes it was good im moving on to the book keeping and accounting courses. I am haveing problems downloading workbooks though.

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ui-avatar of Jonathan Uribe
Jonathan U.
4.0
4 years ago

pretty good course to get you started

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ui-avatar of Jos de Boer
Jos D. B.
4.5
4 years ago

This course meets my expectations.

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ui-avatar of C C
C C.
5.0
4 years ago

The course was easy to understand and was presented at a good pace. The instructor was direct and to the point, which is perfect for adult learners.

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