Practical Excel Training - Basic Excel for Basic Bookkeeping

Paula Guilfoyle, CPA, Online Educators, Lifelong Learner

Play Speed
  • 0.5x
  • 1x (Normal)
  • 1.25x
  • 1.5x
  • 2x
24 Videos (1h 3m)
    • Courseintro

    • Section 1 overview

    • Excel - The basics 1

    • Excel - The basics 2

    • Excel - The basics 3

    • Review

    • Introduction to Daybooks, Bookkeeping and Accounting

    • Sales and sales returns daybook

    • Purchase and purchase returns daybook

    • Petty Cash

    • Bank

    • Review 2

    • Introduction to working with Data

    • Working with data 1

    • Working with data 2

    • Organizing and sorting data introduction

    • Organizing and sorting data 1

    • Organizing and sorting data 2

    • Review

    • Introduction to Analyzing data

    • Analyzing data 1

    • Analyzing data 2

    • Analyzing data

    • Conclusion


About This Class


Basic Excel for Basic Bookkeeping - an introductory Class for those that are new to Excel and new to Bookkeeping or need a refresher class

In This Class You Will Learn The Basics Of Excel, The Very Basics of Bookkeeping, And How You Can Do Simple and Basic Bookkeeping in Excel.

If you need to record basic transactions for your business. If you are new to Excel? Do you need an Excel Refresher course THEN REGISTER NOW

Course Overview

We will begin this course by introducing you to Excel, where you will learn the very basics. We will introduce you to a workbook and the ribbons, and you will learn how to select, enter and delete data.

In section 2 we will move into the very basics of bookkeeping, we will introduce you to the day books that you should keep and we will identify key details that you should record in these day-books. These day-books, prepared in Excel, are available for download, and we will use them in the rest of this course while we are working in Excel.

In section 3 - Excel working with data, you will learn how insert, remove and merge cells, rows and columns. We will also look at find and replace, hide and unhide and Special paste. After this we will move on to entering basic formula and some formatting.

Section 4 of this course - Excel Organizing and sorting data, will give you the opportunity to organize the day-books using tables, filters, names and data validation

Finally in section 5 Excel Analyzing data you will be introduced to Excels recommended charts and recommended pivot tables.

Once you have finished this class you will be ready for some more advanced Excel. Check out my profile to see what else I have available

7 of 9 students recommendSee All

its a good class , however the instructor need to go a little slower





Paula Guilfoyle

CPA, Online Educators, Lifelong Learner

Paula is a Qualified CPA with over 15 years' experience in the fields of Accountancy, Business Management,Process improvement, Internal Audit, Group accountant, Operations management and Training. All across a broad range of industries and sectors. Paula has been Key Speaker at many Accounting Events where her talks on Excel are received very positively. Taken from her experiences in Accounting and business fields, Paula also has courses for those wishing to up skill, especially in the area of Spreadsheets, Bookkeeping and Accounting.

Now an E-learning Educator 5+ years, Paula also has a focus on E-learning and online teaching. Drawn from her online teaching experience,Paula has a number of courses available to online teachers to help bridge the skills gap for those that teach or wish to teach online.