Basic bookkeeping in MS Excel
Understand how to use MS Excel for accounting (recording transactions, classifying them, summarising them and reporting them).
Course Type
E-learning
Length
3 hours +
What you’ll achieve
When you've completed this course, you will understand how to:
- Create a basic balance sheet and profit or loss statement in MS Excel.
- Develop and manage a transaction list for accurate bookkeeping.
- Refine raw financial data into structured formats using Excel functions.
- Apply data validation and conditional formatting to ensure data accuracy and consistency.
- Implement double-entry bookkeeping principles for error-free financial records.
- Use Excel formulas like VLOOKUP, SUM-IF, and nested functions to automate data handling.
- Build templates for small business bookkeeping that can be reused and customised.
About this course
This course provides basic understanding of how to use MS Excel for accounting (recording transaction, classifying them, summarising them and reporting them). This course is made up of videos, questions and additional reading materials.
Small business owners or managers; entry-level accounting professionals; anyone interested in learning basic financial reporting and bookkeeping in Excel.
Overview
E-learning |
|
3 hours + |
|
Bookkeeping |
Syllabus
The course covers the following areas:
- Financial Statements Preparation
- Data Organisation and Validation
- Excel Techniques for Bookkeeping
- Templates and Error Checking.
How to access
Once purchased you'll be able to access the AAT Learning Portal where you'll have 12 months from the date to access the learning materials. AAT Learning Portal allows you to view all the courses you've purchased in one place, monitor your latest training activity and create goals to help you achieve your training aims.