10 Unit Course

Basic Bookkeeping in MS Excel


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Course Information

Certificate on Completion

This course provides basic understanding of how to use MS Excel for Bookkeeping, including recording transactions, classifying them, summarising them and reporting them.

By the end of this course, you will be able to:

1. Prepare a basic statement showing the financial position of the business, in MS Excel (the balance-sheet).

2. Prepare a basic statement of profit or loss in MS Excel.

3. Perform basic bookkeeping using MS Excel.

The template prepared in this course will help you with basic bookkeeping for your company or clients (small businesses).

This course is made up of videos, questions and additional reading materials and accounts for 10 units of CPD. One unit is the equivalent of one hour of learning.

A certificate will be issued once you have completed all 10 units.

This Course is made up of the following sections:

  • Creating the Transaction List Template (Video and Quiz)
  • Refining the Data (Video and Quiz)
  • Finalising the Transaction List (Video and Quiz)
  • Preparing a Simple Statement of Profit or Loss (Video and Quiz)
  • Preparing a Simple Balance Sheet (Video and Quiz)
  • Additional Quizzes and Course Completion Survey
  • Additional Reading Materials


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