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270 students
Bookkeeping Made Simple
Master Bank Reconciliation, VAT Returns and Double-Entry Bookkeeping Using Excel - No Software Needed
Created byLisa Newton
Last updated 7/2015
English
What you'll learn
- Set up and maintain a simple Excel cashbook to record income and expenses accurately on a day-to-day basis
- Reconcile bank statements efficiently using Excel, identifying and resolving discrepancies with confidence
- Complete a UK VAT return using your spreadsheet records, applying the correct VAT codes and rates
- Prepare a basic profit and loss account directly from your bookkeeping spreadsheet
- Apply nominal codes correctly to categorise transactions and produce meaningful financial statements
- Understand and use core accounting terminology to manage your own books and communicate effectively with accountants
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Course content
8 sections • 22 lectures • 2h 17m total length
Requirements
- You will need Excel 2003 or later (any version works) — a cashbook template is provided with the course
Description
Struggling with bookkeeping and not sure where to start? In this course, I show you how to manage your books simply and effectively using nothing more than an Excel spreadsheet - no expensive accounting software required.
This is a practical, no-jargon course built for UK small business owners, sole traders, and anyone who wants to understand their numbers without handing everything over to an accountant. In just over two hours, I walk you through a complete bookkeeping system from scratch.
What you will learn:
How to set up and use a simple cashbook spreadsheet to record all your income and expenses
How to reconcile your bank statements accurately and efficiently using Excel
How to run a VAT return using your spreadsheet — correctly, every time
How to prepare a simple profit and loss account from your bookkeeping records
How to use nominal codes to categorise transactions correctly in financial statements
How to understand and apply common accounting terminology with confidence
What is included:
A downloadable cashbook Excel template is included — the same one I use to walk you through every example in the course. You can use it in your own business from day one.
This course is ideal if you prefer to keep control of your own books without committing to monthly software subscriptions. It is a practical, proven system that works - and once you have learned it, you will never feel confused by your finances again.
Who this course is for:
- Self-employed people, sole traders, and small business owners who want to manage their own bookkeeping without accounting software
- Bookkeepers looking for a simple, practical Excel-based system to use with clients
- Anyone who wants to understand their business finances without paying for monthly software subscriptions