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Microsoft Excel for Professional Accounting: Accounting, Payroll, Bookkeeping & MS Excel

Essental accounting, bookkeeping, payroll and advanced MS Excel for Business Accounting needs


Course Central

Summary

Price
£59 inc VAT
Or £19.67/mo. for 3 months...
Study method
Online
Duration
32 hours · Self-paced
Access to content
1 year
Qualification
No formal qualification
Certificates
  • Certificate of completion - Free
Additional info
  • Tutor is available to students

50 students purchased this course

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Overview

A masterclass in Microsoft Excel for Professional Accounting 4- course bundle covering all essential Xero accounting & bookkeeping functions, payroll management, bookkeeping basics, and MS Excel functions. Learn to quote, issue Invoices and Purchase orders, connect your Bank Account/s to reconcile transactions, manage Payroll and submit VAT Returns and Self-assessment Tax Returns. You'll be able to understand Bookkeeping essentials. Sharpen your skill in formulas, views, VBA tools and logic, Macros, and forms with a handful of practical workbooks for anyone with any skill set to use the Excel application confidently as a professional.

This course on how to use Xero accounting, Payroll management, Bookkeeping basics and Excel spreadsheets to your benefit has been developed by an industry-renowned entrepreneur and investor in digital technology to improve the inefficient method of working into a data-driven decision-maker in any sector. Microsoft Office package applications enable businesses to collaborate, plan, communicate and grow. Hence, the high demand and value for the skill in any sector.

The massive amount of data for any business can be turned into a mine of effective knowledge for the business to decide on, analyse, share, demonstrate, and make futuristic plans, investments, expansion and growth in any sector. All you need is to master the skill of handling data. Keeping this in mind, this course started with essential formulas and functions to use on values, adjusting the worksheets and formatting them for fast visual reading.

This entirely online course has expanded on data visualisation of many sorts as it suits your need. Accounting applications for businesses, Xero functions, sales ledger, payroll software, understanding the basics of bookkeeping, enriched with a further demonstration of data validation, pivot tables, conditional functions, and Lookup functions to ensure you can do your job as an Accountant and Excel expert.

You can start with any skill set and will reach the next level at the end of this course.

This Microsoft Excel for Professional Accounting 4- course bundle consists of the following courses:

  • Course 1: Xero Accounting & Bookkeeping
  • Course 2: Payroll Management
  • Course 3: Bookkeeping Basics #1: Understand the Fundamentals
  • Course 4: Microsoft Excel Masterclass

You will be able to do the following by the end of this course

  • To sign-up for the application as a company
  • Set up and configure the accounting application for businesses
  • Set up users, VAT tax rates, Charts or accounts and other Financial settings
  • Post customer invoices and credit notes to the sales ledger in the application
  • Post supplier invoices and credit notes to the purchase ledger in Xero
  • Record the supplier cheques and record the customer receipts using the software
  • Post petty cash transactions
  • The VAT return in Xero to HMRC
  • Post the wages journal in the application
  • Post adjustments to the accounts and produce month-end reports
  • Manage the payroll to pay the employees from the application without using any external software
  • By the end of the course, you will be able to complete various standard functions using free online UK payroll software.
  • Understand tax coding notifications and what different tax codes mean
  • Understand how pensions are applied
  • Process attachments of earnings (AOE) such as court fines repayments
  • Pay the HMRC and other relevant authorities and agencies
  • How to register as an employer in the UK
  • Process new starters and leavers
  • Process monthly pay
  • Process deductions, e.g. taxes, student loan repayments
  • Know the payroll journals and relevant accounts to debit and credit
  • Year-end processing
  • Understanding the basics of bookkeeping helps business owners and managers feel more confident.
  • Learn to master Excel from A-Z
  • How to be a better, faster, more robust Excel user
  • How to save hours and boost your productivity in Excel
  • How to use math, statistical, logic and text functions
  • How to use VLOOKUP/HLOOKUP in formulas
  • Mastering Pivot Tables
  • How to become a professional Data Analyst
  • How to land your first job as an Excel Expert
  • How to find a value with VLOOKUP, HLOOKUP, INDEX, MATCH
  • How to use VBA and Macros
  • How to create basic and advanced formulas

Why Choose this course?

- The course is developed and delivered by an Industry expert

- Get Instant E-certificate

- Entirely online

- Self-paced learning and laptop, tablet, and smartphone-friendly

And you will also get the following:

Free PDF Certificate

12 Months Course Access

Description

Course Curriculum

*** Course 1: Xero Accounting & Bookkeeping ***

  • Introduction
  • Getting Started
  • Invoices and Sales
  • Bills and Purchases
  • Bank Accounts
  • Products and Services
  • Fixed Assets
  • Payroll
  • VAT Returns

*** Course 2: Payroll Management ***

  • Introduction
  • The UK Payroll System
  • Brightpay
  • Paye, Tax, NI
  • Conclusion and Next Steps
  • Resources
  • Final Exam

*** Course 3: Bookkeeping Basics #1: Understand the Fundamentals***

  • Course Introduction
  • Money and Its Relationship To Business
  • Let's Understand What We're Talking About
  • The Tools
  • Here Comes The Money - Income/Revenue
  • There Goes The Money - Expenses
  • The Other Big Three
  • Who Owes Whom?
  • For The Record Books
  • Odds and Ends
  • So Now What?

*** Course 4: Microsoft Excel Masterclass ***

  • Excel from A-Z Course Introduction
  • Download Course Resource Files
  • Getting Started with Excel
  • Values, Referencing and Formulas
  • Intro to Excel Functions
  • Adjusting Excel Worksheets
  • Visually Pleasing Cell Formatting
  • How to Insert Images and Shapes!
  • Visualize Data with Charts
  • Excel's Printing Options
  • Benefits of Using Excel Templates
  • Working with Excel Datasets
  • Excel Database Functions
  • Excel Data Validation
  • Excel PivotTables
  • Excel's PowerPivot Add-In
  • Excel's Conditional Functions
  • Excel's Lookup Functions
  • Text Based Functions in Excel
  • Auditing Formulas & Custom Views in Excel
  • Excel’s “What If?” Tools
  • Welcome to Excel VBA!
  • The VBA Language
  • Writing VBA Code
  • Important VBA Tools and Logic
  • Excel VBA Loops
  • Triggering Macros
  • Excel User Forms

Certificates

Course Central is proud to offer a Certificate of Completion to all who complete courses successfully. Course Central tracks the learner’s course progress. However, the learner is responsible for validating the completion and understanding of the course. All Certificates of Completion can be validated from the Course Central website using the validation code.

Transcripts

A Transcript for the course with completed module details can be requested from the Course Central website. Please note that all course Certificates and Transcripts will be titled as published on the Course Central platform.

Who is this course for?

This course on using Xero, Payroll, Bookkeeping basics and Excel is beneficial for both professionals and individuals who can use these skills to plan for a weekly, monthly or yearly calendar or personal appointments, manage bill payments, budget, homework, favourite sports team's games and many more. Having the skill to use Xero, Payroll, Bookkeeping and Excel can help to compile, filter, search, organise and simplify large amounts of data.

A professional can use Xero, Payroll, Bookkeeping and Excel to organise, calculate, and evaluate quantitative data, which is useful when making important decisions. Having skills in Xero to excel enables one to present information, is the most effective way to help the decision, makers, and is also a critical skill o climb up the ladder in any sector. Anyone can improve efficiency and productivity working with external data and large data sets and automate time-consuming Excel tasks without VBA coding knowledge.

This course is for Xero Accounting to Excel users who want to perfect their skills. If you work within an office, then there is a good chance that you will need to use Microsoft Excel daily. This is particularly true if your role has elements of finance, accounts or bookkeeping involved. The more financial aspects your role entails, the more skill you will require in Excel, with many companies asking their workers to show Advanced skills. Your ability in Excel will often be tested at the interview stage, with applicants unable to master the software not being considered for the role.

Requirements

Existing qualification level: No specific previous qualification is required. However, a basic understanding of English and ICT would benefit in understanding the content.

Existing skill levels: Minimum ICT skills to operate any computer system is beneficial. No, previous experience in Excel & Accounting is required.

Technical requirements: Access to any computer or laptop would benefit from practicing and following the instructions.

Career path

Excel will open many opportunities for anyone due to its versatile use in business settings, from project management to human resources, financial analysts, accountants, business analysts, retail managers, project managers, data journalists, and not limited to this.

The salary expectation can grow from £20,000 per annum to £45,000 per annum.

Questions and answers

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Certificates

Certificate of completion

Digital certificate - Included

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FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.