Course information

Excel for Accounting Course Outline

Module 1: Using Lists in Excel

  • Defining a List
  • Sorting Lists
  • Filtering Lists
  • Managing a List
  • Using the Data Form

Module 2: Pivot Tables

  • Purpose of Pivot Tables
  • Getting Data Summaries
  • Building Pivot Tables
  • Data Cache
  • Using Named Ranges as Data Sources

Module 3: Common Sizing Using Worksheets

  • Rationale for Common Sizing
  • Other Uses of Common Sizing

Module 4: Charting

  • Why Charts?
  • Charts that Show Time Series
  • Pivot Charts Vs Standard Charts
  • Budget Variances Over Time

Module 5: Tools for Accountants

  • What Tools do Accountants Need?
  • Built-In Lists
  • Building Custom Lists
  • Using the Macro Recorder
  • Using Keyboard Shortcuts

Module 6: Scenarios in Excel

  • Scenarios and Multiple Inputs
  • Scenarios and Worksheets
  • Creating Scenarios
  • Defining an Implicit Intersection
  • More Help from the Scenario Manager
  • Grinding it Out with Goal Seek and Solver

Module 7: Payment Functions

  • Payment Functions
  • Using a Function
  • Using the Function Wizard

Module 8: Excel's Depreciation Functions

  • Family of Depreciation Functions
  • SLN Function
  • Accelerated Depreciation

Module 9: Excel and QuickBooks

  • IIF Import Files
  • Format of an IIF File
  • Exporting Data into an IIF File
  • Creating Multiple Lists in One IIF File
  • Importing an IIF File
  • IIF File Keywords for Lists
  • Profile Lists Import Files
  • Standard Lists Import Files
  • Updating Lists with Excel Import Files
  • Importing Adjusting Entries

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Who should attend this Excel for Accounting Course?

The Excel for Accounting Training is tailored for professionals in the field of accounting who want to enhance their proficiency in Microsoft Excel for financial analysis, reporting, and data management. This Microsoft Excel Training is well-suited for a variety of professionals, including:

  • Accountants
  • Financial Analysts
  • Auditors
  • Bookkeepers
  • Finance Managers
  • Cost Accountants
  • Forensic Accountants
  • Budget Analysts

Prerequisites of the Excel for Accounting Course

There are no formal prerequisites for the Excel for Accounting Training. However, delegates should have a basic understanding of accounting principles and Microsoft Excel functionality.

Excel for Accounting Course Overview

The Excel for Accounting Course is a specialised Microsoft Excel Training Course tailored for accounting professionals. As Microsoft Excel remains an indispensable tool in the finance and accounting sectors, this course delves deep into its functionalities. It bridges the gap between general Excel knowledge and specific accounting applications, making it highly relevant in today's data-driven business environment.

Understanding and mastering Microsoft Excel is crucial for Accountants and Financial Analysts. These professionals rely heavily on Excel for data analysis, financial modelling, and reporting. The Excel for Accounting Course is designed specifically for those who seek to enhance their analytical skills and efficiency in financial tasks using Microsoft Excel Courses.

This 1-day training offered by The Knowledge Academy is a comprehensive course that enables delegates to gain hands-on experience. Delegates will learn advanced Excel features relevant to accounting, such as complex formulas, data visualisation techniques, and automation of repetitive tasks. The course is structured to provide immediate practical benefits, improving workflow and decision-making capabilities.

Course Objectives

  • To equip delegates with advanced Excel skills tailored for accounting and financial tasks
  • To enable understanding of complex formulas and functions relevant to financial analysis
  • To enhance data visualisation techniques for creating impactful financial reports
  • To teach automation methods for streamlining repetitive accounting processes
  • To improve accuracy and efficiency in financial modeling and forecasting
  • To foster the ability to integrate Excel with other accounting software and tools

Upon completing this course, delegates will not only be proficient in utilising Excel for accounting purposes but also be able to apply these skills effectively in their professional roles. This proficiency will lead to increased efficiency and accuracy in financial reporting and analysis, greatly benefiting their organisations.

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What’s included in this Excel for Accounting Course?

  • World-Class Training Sessions from Experienced Instructors
  • Excel for Accountants Certificate
  • Digital Delegate Pack

Why choose us

Our Bournemouth venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Bournemouth is a resort town which is located on the south coast of England. It is in the county of Dorset and has a population of around 183,000 people. The Bournemouth local education authority manages schools in the town. There is a two tier comprehensive system in place where students attend one of the 26 primary schools in the town and then go onto complete their education in a secondary school. Some schools are selective such as the grammar schools and ten more comprehensive schools. Independent schools also function in the town as well as one further education college. There are two universities: Bournemouth University and Arts University Bournemouth which cross the border into the town of Poole. Bournemouth University was established in 1992 and educates around 16,000 students every year in a range of different schools; Science and Technology, Media and Communication, Health and Social Sciences and Management. Arts University Bournemouth specialises in the teaching of art and design, media and performance and hosts around 2500 students a year. The rate of unemployment in Bournemouth is at 7.5%. This is mostly on par with the national average of England which is 7.6%.

Popular searched areas in and around Bournemouth include:-

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Address

Bournemouth
Dorset

T: 01344203999

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Microsoft Excel Training & Certification Course | Excel For Accountants Masterclass in Bournemouth. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Microsoft Excel Training & Certification Course | Excel For Accountants Masterclass in Bournemouth, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Experience the most sought-after learning style with The Knowledge Academy's Microsoft Excel Training & Certification Course | Excel For Accountants Masterclass in Bournemouth. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Microsoft Excel Training & Certification Course | Excel For Accountants Masterclass in Bournemouth sessions.

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Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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State of the art training venues

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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Leverage benefits offered from a certification that fits your unique business or project needs

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Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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What our customers are saying

Microsoft Excel Training & Certification Course | Excel For Accountants Masterclass in Bournemouth FAQs

Microsoft Excel, also known as MS Excel, is a spreadsheet program developed by Microsoft Corp. MS Excel has various tools and methods for arranging, sorting, visualising, representing, and analysing data.
This course is crucial for mastering essential tools in financial analysis and decision-making, vital for accounting professionals' efficiency and accuracy in their roles.
There are no formal prerequisites to attend this Excel for Accountants Certification Course. However, having some basic understanding of operating desktop or PC and Excel can be beneficial for the delegates.
This Excel for Accountants Certification Course is designed for anyone who wants to gain in-depth knowledge about Microsoft Excel's features to handle and manage a large amount of data and improve their productivity.
MS Excel will improve your professional knowledge and enhance your analysing techniques. Nowadays, Excel is crucial and is needed in almost all areas of work and knowing Excel before starting a new job aids to boost your growth opportunities at the workplace.
Excel proficiency is vital for efficient financial analysis and reporting, essential for advancing in your accounting career and meeting industry demands.
The duration of this Excel for Accountant Course spans across 1 day.
In this training course, delegates will have intensive training with our experienced instructors, a digital delegate pack consisting of important notes related to this course, and a certificate after course completion.
You'll master advanced formulas, pivot tables, and financial modelling, crucial for accounting tasks in this Excel for Accountants Course. You will also gain expertise in Excel's application for comprehensive financial analysis and decision support.
Upon completing the Excel for Accountants Course, you'll gain advanced skills in financial modelling, data analysis, and reporting. You'll become proficient in using complex formulas, pivot tables, and macros, essential for effective financial management and analysis.
Yes, The Knowledge Academy offers support via phone & email before attending, during, and after the course. Our customer support team is available to assist and promptly resolve any issues you may encounter.
The Excel for Accountants Training Course does not include an exam. The focus is on practical skills and application, ensuring you gain the necessary expertise to effectively use Excel in accounting roles.
Completing an Excel for Accountants Training Course opens career opportunities in accounting, financial analysis, and data management roles. You'll be well-prepared for positions such as financial analyst, accounting manager, and business intelligence analyst, enhancing your professional prospects.
If you face any issues in accessing the course materials, then you can reach out to our customer support team who will provide you with quick assistance to resolve the issue.
Yes, after completing this Excel for Accountants Course you will receive a certificate of completion to validate your achievement and demonstrate your proficiency in the course material.
The Excel for Accountants Course provides a practical qualification demonstrating your expertise in advanced Excel functions tailored for accounting. You'll receive a certificate showcasing your ability to perform complex financial analyses, enhance reporting accuracy, and streamline accounting processes.
The Knowledge Academy in Bournemouth stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking this Excel for Accountants Course.
The training fees for Excel for Accounting Coursein Bournemouth starts from £1295
The Knowledge Academy is the Leading global training provider for Excel for Accounting Course.
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Flexible delivery methods are available depending on your learning style.

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Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

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