Basic Excel for Basic Bookkeeping and Accounting

Learn the basics of Excel, the very basics of bookkeeping, and how you can do simple and basic bookkeeping in Excel.
4.1 (322 ratings) Instead of using a simple lifetime average, Udemy calculates a
course's star rating by considering a number of different factors
such as the number of ratings, the age of ratings, and the
likelihood of fraudulent ratings.
7,606 students enrolled
Instructed by Paula Guilfoyle Business / Finance
$19
$50
62% off
Take This Course
  • Lectures 29
  • Length 1 hour
  • Skill Level Beginner Level
  • Languages English, captions
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
Wishlisted Wishlist

How taking a course works

Discover

Find online courses made by experts from around the world.

Learn

Take your courses with you and learn anywhere, anytime.

Master

Learn and practice real-world skills and achieve your goals.

About This Course

Published 9/2015 English Closed captions available

Course Description

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.

********************************************************************************************

REGISTER NOW and get started with Bookkeeping in Excel Today!

*******************************************************************************************

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.

********************************************************************************************

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.

What are the requirements?

  • This course is recorded using Excel 2013
  • You must have a willingness to learn
  • You must have English language skills

What am I going to get from this course?

  • Open, save and close a workbook in Excel
  • Identify parts of an Excel workbook
  • Enter and delete data
  • Insert and remove columns and rows
  • Use cut, copy, paste, undo, redo, find and replace
  • Insert basic formula
  • Use paste special
  • Format text and cells
  • Use excel autofill, flashfill, autosum and autocomplete
  • Sort data
  • Insert tables and filters
  • use names and data validation to restrict user imputs
  • Insert charts
  • Insert pivot tables, timeline and charts
  • Set up a basic Sales and sales returns daybook in Excel
  • Set up a basic Purchase and purchase returns daybook in Excel
  • Set up a basic petty cash daybook in Excel
  • Set up basic payments and receipts daybooks
  • Identify key information to record in the daybooks

What is the target audience?

  • This Basic Excel for Basic Bookkeeping course is meant for newbies who are not familiar with Excel or bookkeeping
  • No prior Excel skills or bookkeeping knowledge is required
  • This course is not for you if you are looking for advanced Excel or bookkeeping skills

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Excel - The basics
01:10

In this quick lesson you will find out what to expect from this course

00:59

In this lesson we are going to look at an overview of what we will cover in section 1 of this course

04:23

In this lesson you will learn how to open a new Excel Workbook and you will also be shown around a workbook and it features

04:28

By the end of this lesson you will be able to enter, select and delete data in Excel. You will also be able to save and reopen your excel workbook

03:01

By the end of this lesson The Basics of Excel 3 you will be able to use Cut copy and paste, Undo and redo in Excel

00:34

a review of the learning outcomes of this section

Practice section
Article
Section 2: Daybooks, Bookkeeping and Accounting - The basics
01:10

In this lesson we will cover the learning objectives for section 2

Sample Daybook file
Article
02:04

In this lesson we will look at a simple sales daybook combined with a sales returns daybook in Excel and you will be introduced to the important details that you should record in this daybook for bookkeeping and accounting purposes.

02:00

In this lesson we will look at a simple purchase daybook combined with a purchase returns daybook in Excel and you will be introduced to the important details that you should record in this daybook for bookkeeping and accounting purposes.

01:29

In this lesson we will look at a simple pettycash daybook in Excel and you will be introduced to the important details that you should record in this daybook for bookkeeping and accounting purposes.

03:23

In this lesson we will look at a simple payments daybook and a receipts daybook in Excel and you will be introduced to the important details that you should record in this daybook for bookkeeping and accounting purposes.

03:00

In this lesson we will look at some key points from this section - Daybooks and Bookkeeping - The basics

2 questions

How much of this section did you retain and understand

Section 3: Excel - Working with Data
01:00

Welcome to section 3 Excel - Working with data. In this lesson we will look at the learning objectives for this section.

05:17

In this lesson we are going to look at inserting and hiding rows and columns, merging and splitting cells, paste special, find and replace and hide and unhide

06:30

In this lesson - Excel - working with data 2, we are going to look at entering basic formulas, spell check and cell formatting

Article

Complete these activities to ensure that you both understand what you have been shown and to ensure that you can apply this information to your spreadsheets

Section 4: Excel - Organizing and sorting data
00:35

Welcome to section 4 Excel - Organizing and sorting data. In this lesson we will look at the learning outcome for this section

02:54

In this lesson Excel - Organizing and sorting data you will be introduced to tables and and filters

04:18

In this lesson Excel Organising and sorting data 2 you will be introduced to Lists, name and data validation.


00:34

Congratulations on completing section 4 - Organizing and sorting data in excel.

Article

Do these practice activities to ensure that you both understand and can carry out these tasks in Excel

Section 5: Excel - Analyzing data
00:21

Welcome to section 5 Excel - Analyzing data in Excel. In this quick lesson we will cover the learning objectives for this section

02:18

In this lesson Excel - Analyzing data. In this lesson we will look at how you can insert a recommended chart to Excel

06:19

In this lesson Excel Analyzing data, you will be introduced to Excels Pivot tables

00:23

Congratulations on completing section 5 Excel - Analyzing data

00:58

To conclude on the course lets mention the key learning objectives of this course

Section 6: Thank you
Your First Bonus
Article

Students Who Viewed This Course Also Viewed

  • Loading
  • Loading
  • Loading

Instructor Biography

Paula Guilfoyle, CPA Accountant, Online Educator & Life Long Learner

Paula is a Qualified CPA with over 15 years' experience in the fields of Accountancy, Business Management,Process improvement, Internal Audit, Group accountant, Operations management and Training. All across a broad range of industries and sectors. Paula has been Key Speaker at many Accounting Events where her talks on Excel are received very positively. Taken from her experiences in Accounting and business fields, Paula also has Udemy courses for those wishing to up skill, especially in the area of Spreadsheets, Bookkeeping and Accounting.

Now an E-learning Educator 5+ years, Paula also has a focus on E-learning and online teaching. Drawn from her online teaching experience,Paula has a number of courses available to online teachers to help bridge the skills gap for those that teach or wish to teach online.

Ready to start learning?
Take This Course