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Overview of Microsoft Excel Accounting Training
Let’s be honest—accounting without Excel today is like calculating profit on a calculator from the 1990s. Possible? Yes. Efficient? Not even close. Despite this, many learners and professionals still struggle with messy spreadsheets, wrong formulas, and financial reports that never quite balance.
The Microsoft Excel Accounting Training exists because this problem is still everywhere. Over 85% of accounting and finance roles require Excel skills, yet many people only “sort of” know Excel without understanding how it supports accurate bookkeeping, data organisation, and financial reporting.
This is where Excel for accounting stops being optional. Modern employers expect professionals to manage transactions, adjustments, and financial statements using proper Microsoft Excel accounting tools—not guesswork. Without strong Excel bookkeeping skills, even good accounting knowledge falls short.
This CPD-accredited course combines accounting fundamentals with Excel use, covering real-world bookkeeping with Excel, accounting spreadsheets, and Excel financial analysis. With flexible online study, lifetime access, clear materials, and an instant certificate, it helps Excel finally work for you, not against you.
Why Choose Us?
Cost-effective, easy-to-access, and well-organised learning resources
Achieve a globally recognised, fully accredited qualification
Enjoy lifetime access so you can study whenever it suits you
Receive your certificate instantly after completing the course
Learn flexibly with no fixed deadlines or time pressure
Clear and honest pricing with no hidden charges
Quick assessments with immediate results
Strong opportunities for career progression or career change
Access 24/7 support and guidance via email and live chat
Description of Microsoft Excel Accounting Training
This Microsoft Excel Accounting Training introduces the combined use of spreadsheet tools and accounting principles for financial accuracy. Moreover, it explains how Excel features such as formulas, functions and data analysis tools support bookkeeping and reporting tasks. Therefore, learners build a strong foundation in organising, analysing and presenting accounting data.
In addition, the training covers accounting fundamentals including journals, adjustments, worksheets and financial statements. It also demonstrates how Excel simplifies complex processes through structured layouts and calculations. Furthermore, by completing this training, learners develop essential skills for handling accounting information efficiently and accurately.
Curriculum Overview
- Module 01: Microsoft Excel Foundations for Accounting
This module introduces Excel basics including worksheets, workbooks, formatting and printing. It explains how Excel supports structured records. - Module 02: Calculations, Functions and Formula Auditing
This section explores calculations, common functions, lookup tools and formula checking methods used in accounting spreadsheets. - Module 03: Managing and Organising Accounting Data
This module covers lists, multiple worksheets, workbook protection and data organisation for accounting accuracy. - Module 04: Data Analysis and Visualisation
This section explains charts, PivotTables, PivotCharts, sparklines and forecasting tools used in financial analysis. - Module 05: Introduction to Bookkeeping and Accounting
This module introduces professional bookkeeping, accounting basics and business concepts essential for financial records. - Module 06: Accounting Equation and Transaction Analysis
This section explains the accounting equation, transaction analysis and posting entries using structured spreadsheet methods. - Module 07: Adjusting Process and Worksheets
This module covers adjusting entries, summaries and worksheet preparation for accurate financial reporting. - Module 08: Financial Statements and Accounting Cycle
This section explains financial statements, accounting cycles and fiscal year concepts with spreadsheet organisation. - Module 09: Integrating Excel with Accounting Practice
This final module focuses on applying Excel tools to complete accounting cycles, analyse data and support financial decision-making.
Certificate of Achievement
After completing the final exam, you’ll receive a CPD QS Accredited Certificate from NextGen Learning — a recognised credential that strengthens your CV.
Digital Certificate: £9.99
📌 Limited-time discounted pricing — secure your certificate while the offer lasts.
Who Is This Course For ?
Individuals learning accounting with spreadsheet tools
Beginners interested in bookkeeping and financial analysis
Office professionals working with financial data
Students preparing for accounting-related roles
Anyone wanting stronger Excel-based accounting skills
Requirements of Microsoft Excel Accounting Training
The Microsoft Excel Accounting Training requires no prior degree or experience. Therefore, all you require is English proficiency, numeracy literacy, and a gadget with a stable internet connection. Consequently, you can learn and train for a prosperous career in the thriving and fast-growing industry, without any fuss.
Career Path of Microsoft Excel Accounting Training
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Accounting Assistant – supports bookkeeping and financial data management using spreadsheets.
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Bookkeeping Support Officer – assists with transaction records and worksheet preparation.
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Finance Administrator – manages financial data and reporting in Excel.
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Accounts Clerk – supports accounting processes and record accuracy.
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Financial Data Analyst (Junior) – assists with financial analysis and reporting tasks.
Order Your Certificate
To order CPD Quality Standard Certificate, we kindly invite you to visit the following link:
FAQs - Microsoft Excel Accounting Training
Yes, learners receive 24/7 support through our email and live chat teams.
Yes, an accredited certificate is issued instantly upon successful course completion.
Data entry, basic formulas, formatting, charts, and simple data analysis.
Excel is used to record transactions, track expenses, prepare financial statements, and analyse financial data.
SUM, AVERAGE, COUNT, IF, VLOOKUP/XLOOKUP, MIN, and MAX.
Yes, Excel is widely used for bookkeeping, financial reporting, budgeting, and data analysis in accounting.
Course Curriculum
| **Microsoft Excel** | |||
| Getting Started with Microsoft Office Excel 2016 | |||
| Navigate the Excel User Interface | 00:28:00 | ||
| Use Excel Commands | 00:10:00 | ||
| Create and Save a Basic Workbook | 00:19:00 | ||
| Enter Cell Data | 00:12:00 | ||
| Use Excel Help | 00:05:00 | ||
| Performing Calculations | |||
| Create Worksheet Formulas | 00:15:00 | ||
| Insert Functions | 00:17:00 | ||
| Reuse Formulas and Functions | 00:17:00 | ||
| Modifying a Worksheet | |||
| Insert, Delete, and Adjust Cells, Columns, and Rows | 00:10:00 | ||
| Search for and Replace Data | 00:09:00 | ||
| Use Proofing and Research Tools | 00:07:00 | ||
| Formatting a Worksheet | |||
| Apply Text Formats | 00:16:00 | ||
| Apply Number Format | 00:07:00 | ||
| Align Cell Contents | 00:09:00 | ||
| Apply Styles and Themes | 00:12:00 | ||
| Apply Basic Conditional Formatting | 00:11:00 | ||
| Create and Use Templates | 00:08:00 | ||
| Printing Workbooks | |||
| Preview and Print a Workbook | 00:10:00 | ||
| Set Up the Page Layout | 00:09:00 | ||
| Configure Headers and Footers | 00:07:00 | ||
| Managing Workbooks | |||
| Manage Worksheets | 00:05:00 | ||
| Manage Workbook and Worksheet Views | 00:07:00 | ||
| Manage Workbook Properties | 00:06:00 | ||
| Working with Functions | |||
| Work with Ranges | 00:18:00 | ||
| Use Specialized Functions | 00:11:00 | ||
| Work with Logical Functions | 00:23:00 | ||
| Work with Date & Time Functions | 00:08:00 | ||
| Work with Text Functions | 00:11:00 | ||
| Working with Lists | |||
| Sort Data | 00:10:00 | ||
| Filter Data | 00:10:00 | ||
| Query Data with Database Functions | 00:09:00 | ||
| Outline and Subtotal Data | 00:09:00 | ||
| Analyzing Data | |||
| Welcome to my course | FREE | 00:01:00 | |
| Apply Intermediate Conditional Formatting | 00:07:00 | ||
| Apply Advanced Conditional Formatting | 00:05:00 | ||
| Visualizing Data with Charts | |||
| Create Charts | 00:13:00 | ||
| Modify and Format Charts | 00:12:00 | ||
| Use Advanced Chart Features | 00:12:00 | ||
| Using PivotTables and PivotCharts | |||
| Create a PivotTable | 00:13:00 | ||
| Analyze PivotTable Data | 00:12:00 | ||
| Present Data with PivotCharts | 00:07:00 | ||
| Filter Data by Using Timelines and Slicers | 00:11:00 | ||
| Working with Multiple Worksheets and Workbooks | |||
| Use Links and External References | 00:12:00 | ||
| Use 3-D References | 00:06:00 | ||
| Consolidate Data | 00:05:00 | ||
| Using Lookup Functions and Formula Auditing | |||
| Use Lookup Functions | 00:12:00 | ||
| Trace Cells | 00:09:00 | ||
| Watch and Evaluate Formulas | 00:08:00 | ||
| Sharing and Protecting Workbooks | |||
| Collaborate on a Workbook | 00:19:00 | ||
| Protect Worksheets and Workbooks | 00:08:00 | ||
| Automating Workbook Functionality | |||
| Apply Data Validation | 00:13:00 | ||
| Search for Invalid Data and Formulas with Errors | 00:04:00 | ||
| Work with Macros | 00:18:00 | ||
| Creating Sparklines and Mapping Data | |||
| Create Sparklines | 00:07:00 | ||
| MapData | 00:07:00 | ||
| Forecasting Data | |||
| Determine Potential Outcomes Using Data Tables | 00:08:00 | ||
| Determine Potential Outcomes Using Scenarios | 00:09:00 | ||
| Use the Goal Seek Feature | 00:04:00 | ||
| Forecasting Data Trends | 00:05:00 | ||
| **Accounting Training** | |||
| Professional Bookkeeper Introduction | |||
| Professional Bookkeeper | 00:09:00 | ||
| Introduction to Accounting and Business | |||
| Defining a Business | 00:07:00 | ||
| Ethics in Accounting | 00:05:00 | ||
| Generally Accepted Accounting Principles (GAAP) | 00:10:00 | ||
| The Accounting Equation | |||
| The Accounting Equation | 00:07:00 | ||
| Transactions | 00:11:00 | ||
| Financial Statements | 00:13:00 | ||
| Analyzing Transactions | |||
| The Accounting Equation and Transactions | 00:16:00 | ||
| Double-Entry System | 00:11:00 | ||
| Transactions – Journalizing | 00:17:00 | ||
| Journal entries | 00:07:00 | ||
| Entering Information - Posting Entries | |||
| Posting Entries | 00:10:00 | ||
| The Trial Balance | 00:10:00 | ||
| Finding Errors Using Horizontal Analysis | 00:09:00 | ||
| Horizontal Trend : Balance Sheet | 00:21:00 | ||
| Horizontal Trend: Income Statement | 00:36:00 | ||
| Adjusting Process | |||
| The Purpose of the Adjusting Process | 00:15:00 | ||
| Adjusting Entries | |||
| Adjusting Entries – Prepaid Expenses | 00:13:00 | ||
| Adjusting Entries – Accrued Revenues | 00:10:00 | ||
| Adjusting Entries – Depreciation Expense | 00:09:00 | ||
| Adjustment Summary | |||
| Adjustment Summary – Review | 00:13:00 | ||
| Vertical Analysis | 00:33:00 | ||
| Preparing a Worksheet | |||
| Preparing a Worksheet | 00:06:00 | ||
| Financial Statements | |||
| The Income Statement | 00:11:00 | ||
| Financial Statements – Definitions | 00:12:00 | ||
| Completing the Accounting Cycle | |||
| Temporary vs. Permanent Accounts | 00:19:00 | ||
| The Accounting Cycle Illustrated | |||
| Accounting Cycle Illustrated – Steps 1-5 | 00:11:00 | ||
| Accounting Cycle Illustrated – Steps 6-10 | 00:12:00 | ||
| Fiscal Year | |||
| Fiscal Year | 00:09:00 | ||
| Spreadsheet Exercise | |||
| Spreadsheet Exercise – Steps 1-4 | 00:11:00 | ||
| Spreadsheet Exercise – Steps 5-7 | 00:37:00 | ||
| Order Your Certificate | |||
| Order Your Certificate | 00:00:00 | ||
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