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Course Information

Excel for Accountants Masterclass 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 Accountants Masterclass?

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

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

Prerequisites of the Excel for Accountants Masterclass

There are no formal prerequisites for the Excel for Accountants Masterclass Course. However, participants should have a basic understanding of accounting principles and Microsoft Excel functionality.

Excel for Accountants Masterclass Course Overview

Microsoft Excel is a useful and sophisticated software for data analysis and documentation. It is a spreadsheet application with columns and rows, with each intersection of a column and row is referred to as a "cell." Microsoft Office Excel was created to help with accounting tasks, including budgeting, financial statement preparation, and balance sheet creation. It can import and export banking and financial data to and from other accounting software platforms by integrating external data. MS Excel spreadsheet is a useful software for businesses and professionals for carrying out accounting, analysis, and record-keeping tasks. It also helps users to maintain a thorough track of their product sales. Holding Excel accounting knowledge and skills will provide individuals with the opportunities to work in multi-national organisations with handsome salaries.

In this 1-day Excel for Accountants Masterclass, delegates will learn to organise the data, including how to lay it out, label it, keep it separate from other information, edit it, and so on. They will gain in-depth knowledge of different ways to use lists for setting up financial analyses that are more sophisticated than just looking at transactions. Our highly professional and expert trainer will conduct this training who have years of experience in teaching Microsoft Office Suite courses.

This Excel for Accountants Training, will cover various essential concepts, such as:

  • Using lists in Excel
  • Pivot tables
  • Charting
  • Tools for accountants
  • Scenarios in Excel
  • Payment functions

After attending this training course, delegates will be able to utilise pivot tables to summarise detailed records like individual transactions into periodic summaries like total debits and credits for an account over a set period. They will also be able to arrange a company's costs by cost centre, vendor within a cost centre, invoice date within a cost centre, and vendor within cost centre.

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What’s Included in this Excel for Accountants Masterclass?

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

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Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

This is our most popular style of learning. We run courses in 1200 locations, across 200 countries in one of our hand-picked training venues, providing the all important ‘human touch’ which may be missed in other learning styles.


Highly experienced trainers

All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.


State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible


Small class sizes

We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience


Great value for money

Get more bang for your buck! If you find your chosen course cheaper elsewhere, we’ll match it!

This is the same great training as our classroom learning but carried out at your own business premises. This is the perfect option for larger scale training requirements and means less time away from the office.


Tailored learning experience

Our courses can be adapted to meet your individual project or business requirements regardless of scope.


Maximise your training budget

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


Team building opportunity

This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.


Monitor employees progress

Keep track of your employees’ progression and performance in your own workspace.

What our customers are saying

Excel for Accountants Masterclass 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.
There are no formal prerequisites to attend this Excel for Accountants Masterclass. However, having some basic understanding of operating desktop or PC and Excel can be beneficial for the delegates.
This Excel for Accountants Masterclass is designed for anyone who wants to gain in-depth knowledge about Microsoft Excel' 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 applying and starting a new job will make you more productive and aids to boost your growth opportunities at the workplace. Having Excel skills will further improve your job prospect and help you to land a job in a more prestigious organisation with handsome pay.
Excel is still the tool of choice in the accounting and finance industry. It allows you to conduct an in-depth qualitative analysis, which is one of the reasons it's so popular among accounting and finance professionals. Most accounting firms rely on Excel to estimate and enable a company's growth and to assist decision-makers in determining what a system requires and what modifications should be made.
This course is [ ] day(s)
Microsoft Excel has spreadsheet features and numerous capabilities for doing sophisticated mathematical computations. It also includes a variety of add-ons for modelling and financial forecasting and seamless integration with external data to allow users to import or export banking and financial data to and from other accounting software platforms.
During this Excel for Accountants Training course, you will learn to organise the data, including how to lay it out, label it, keep it separate from other information, edit it, and so on. You will also learn about different ways to use lists for setting up financial analyses that are more sophisticated than just looking at transactions.
The price for Excel for Accountants Masterclass certification in Australia starts from AUD1795
The Knowledge Academy is the Leading global training provider for Excel for Accountants Masterclass.

Why choose us


Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.


Many delivery methods

Flexible delivery methods are available depending on your learning style.


High quality resources

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"

Joshua Davies, Thames Water

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