Learn Excel (for bookkeepers, and accountants)
This page offers several free courses on learning Microsoft Excel.
No fee or registration is required.
To start the free courses and tutorials, please use the links below.
Jump to:
Create a Bookkeeping Spreadsheet using Excel
Create a Business Plan using Excel
Create a Cash Flow Forecast using Excel
Create Management Accounts using Excel
FREE Excel Basics Course
Part 1: An Introduction to Excel
Module overview:
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An introduction to Excel
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Course Content
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Why use Excel
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Excel essentials
1.1 What is Excel?
Microsoft Excel is a software package. It is a powerful grid-based spreadsheet that has a variety of uses.
1.2 What can Excel do?
In a general sense, Excel is used to store, organise, calculate, and analyse data.
In a day-to-day, more specific sense, Excel is used to create tables, charts, dashboards, task tracking, budgets, loan calculators, to-do lists, vacation and trip planners, lists, questionnaires, stock portfolio trackers, and much more.
As an accountant, I use Excel for bookkeeping, management accounting, final accounts compiling, cash flow forecasts, business planning, client management, credit control and more.
1.3 Why use Excel?
Excel is cost effective, user-friendly, and widely recognised.
1.4 Course Content
In this course I will teach all the basics of Excel. This will include:
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The Essentials. Opening and closing Excel. Saving and loading files.
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Spreadsheet Basics. Cells. Columns. Rows. Widths and heights. Entering text.
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Cell Formatting. Text. Borders. Colouring. Auto data.
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Formulas. Basic formulas for totalling and averaging.
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Creating tables and charts.
1.5 Excel Essentials
Part 1 will teach:
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How to open Excel
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How to save Excel
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Spreadsheet basics
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Rows explained
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Columns explained
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Cells explained
Part 2: Editing and Formatting Cells
Module overview:
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Adding and editing text
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Editing cells
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Widths and heights
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Borders
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And more
Part 4: Formulas
Module overview:
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Excel formula essentials
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Totalling
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Averaging
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And more
Part 3: Creating Tables
Module overview:
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Table basics
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Filtering and sorting
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And more
Part 5: Other Essentials
Module overview:
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Merge and Centre
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Charts
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Tabs
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And more
How to Create a Bookkeeping Spreadsheet Using Excel
Create a Basic Bookkeeping Spreadsheet
Content:
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How to create a basic bookkeeping spreadsheet
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How to use the spreadsheet
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And more
Using a Double Entry Bookkeeping Spreadsheet
Content:
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How to use my advanced bookkeeping spreadsheet
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Double-entry, profit and loss, and balance sheet
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Automated
Download My Free Bookkeeping Spreadsheets
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How to Create a Cash Flow Forecast in Excel
Using an Excel Cash Flow Forecast
Content:
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How to use my automated cash flow forecast
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Projects cash flow with sales and expenses
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Free spreadsheet
Download My Free Excel Cash Flow Forecast
How to Create a Petty Cash Spreadsheet in Excel
How to Create Management Accounts in Excel
How to Create a Personal Budget in Excel
How to Create a Business Plan in Excel
The Course Covers:
The basics of business planning
Fundamental documents and terminology
How to create a business plan forecasts & financials
Deep business planning insights and tips
Free business plan templates
Everything you need to obtain finance
And much more
Ready to take accounting more seriously?
Take bookkeeping and accounting to the next level by enrolling in the Bookkeeping Master's Ultimate Bookkeeping Course
Gain a certificate of completion
Learn bookkeeping and accounting for limited companies
Learn how to create year-end accounts
Learn advanced accounting principles