Excel for Accounting Course Outline

Module 1: Using Lists in Excel

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

Module 2: Pivot Tables

  • Purpose of Pivot Tables
  • Building Pivot Tables
  • Getting Data Summaries
  • 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 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

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
  • Importing an IIF File
  • IIF File Keywords for Lists
  • Profile Lists Import Files
  • Standard Lists Import Files
  • Updating Lists with Excel Import Files
Show more blue-arrow

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 training is well-suited for the following professionals:

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

Prerequisites for the Excel for Accounting Course

There are no formal prerequisites to attend this Excel for Accounting Training. However, a basic understanding of accounting principles and Microsoft Excel can help delegates get the most from the training.

Excel for Accounting Course Overview

The Excel for Accounting Course introduces the key Microsoft Excel tools used in accounting, financial analysis, reporting, and data management. It covers lists, Pivot Tables, common sizing, charts, scenarios, payment functions, depreciation functions, and Excel integration with QuickBooks.

Delegates will develop skills in organising and summarising financial data, analysing budget variances, creating scenarios, using Goal Seek, and applying payment and depreciation functions. The training also develops practical knowledge of Pivot Charts, named ranges, custom lists, and QuickBooks IIF import and export files.

This 1-Day course by The Knowledge Academy enables delegates to use Excel more effectively within accounting workflows. They will be able to manage financial data, create summaries and charts, perform scenario-based analysis, apply accounting-related functions, and work with QuickBooks data using Excel.

Excel for Accounting Course Objectives

  • To understand Excel features used in accounting and financial reporting
  • To organise and manage financial data using lists and PivotTables
  • To apply accounting and financial functions within Microsoft Excel
  • To analyse financial information using charts, scenarios, and Goal Seek
  • To perform depreciation calculations and financial data analysis
  • To work with Excel alongside accounting data and QuickBooks import files

Upon completing this Excel for Accounting Course, delegates will be able to organise financial data, perform accounting calculations, and support reporting using Microsoft Excel. They will also apply Excel tools to improve accuracy and efficiency in everyday accounting tasks.

Show more blue-arrow

What’s Included in this Excel for Accounting Course?

  • World-Class Training Sessions from Experienced Instructors
  • Excel for Accounting Certificate
  • Digital Delegate Pack
Show more blue-arrow
Show more blue-arrow

Train Your Workforce

Looking for Excel for Accounting Course in-house or onsite training in Saskatoon? We specialise in corporate group training and bulk bookings for organisations of all sizes in Saskatoon. Our trainers deliver tailored sessions at your premises, online, or hybrid, with best price guarantee, group discounts and flexible scheduling to train your team.

Our Saskatoon 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.

Saskatoon, a city in the Canadian province of Saskatchewan, has an average population of roughly 222,190 spread across 65.9 square miles of land.  At The Knowledge Academy, we offer 50,000 classroom based training courses throughout the different areas of Saskatoon, in order to enhance people’s learning in an array of subject areas.  Education in Canada is generally funded by federal, provincial, and local governments; the system is divided into primary, secondary and post-secondary education and is operated under provincial jurisdiction.  On the whole, there are 190 days in a school year, starting in September and ending towards the last Friday of June.  Some popular and highly regarded universities in Canada include: the University of Toronto (notable alumni including: William Lyon Mackenzie King, Vincent Massey, Donald Sutherland and Lesra Martin), the University of British Columbia (notable alumni including: Eddie Peng, Justin Trudeau and Nardwuar the Human Serviette), and the University of Alberta (notable alumni including: Dayo Wong, George Stanley and Beverley McLachlin). 

Show moredown

Ways to take Excel for Accounting Course in Saskatoon

Online Instructor-Led Learning

Online Self-Paced Learning

Onsite Learning

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Excel for Accounting Course. 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.

classes

Live classes

Join a scheduled class with a live instructor and other delegates.

interactive

Interactive

Engage in activities, and communicate with your trainer and peers.

degree

Global Pool of the Best Trainers

We handpick from a global pool of expert trainers for our Online Instructor-led courses.

expertise

Expertise

With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.

global

Scalable Training Delivery

Access Excel for Accounting Course in Saskatoon delivered by one of the largest training providers, with scalable instructor-led classes, accessible worldwide.

Master Excel for Accounting Course with a flexible yet structured approach that combines live, expert-led sessions and self-paced study. With Weekly one-to-one tutor support and consistently high pass rates, you’ll receive tailored guidance and achieve real results.

trainer

Structured Yet Flexible Learning

Take part in scheduled, instructor-led sessions with real-time feedback, while enjoying the freedom to study independently. Interactive resources and progress tracking tools help you stay motivated and on target.

venue

Engaging & Interactive Training

Join dynamic live sessions featuring discussions, practical activities, and peer collaboration. Learn from Excel for Accounting Course industry experts and reinforce your knowledge with self-paced modules—plus, connect with professionals in your field.

classes

Expert-Led Course

Gain valuable insight from experienced trainers during live sessions, and revisit course materials anytime to deepen your understanding. This method offers the ideal balance between expert guidance and independent learning.

money

Global Training Accessibility

Access top-quality training across time zones—anytime, anywhere. Whether at home or on the go, our expert-led sessions and flexible study materials support your goals, and help you on the journey towards the certification.

Learn Excel for Accounting Course through The Knowledge Academy’s Online Self-Paced Learning. This flexible and structured format supports your training goals and enables every professional to build skills with confidence.

flexiblelearning

Flexible Learning

Access Excel for Accounting Course resources 24/7 to maintain steady progress, complete regular assessments or tasks, and upskill effectively alongside work commitments.

expert-developed

Expert-Developed Content

Our Online Course content is designed by experienced trainers to ensure accuracy, relevance, and practical value.

global-access

Global Training Provider

Access Excel for Accounting Course in Saskatoon from a trusted global training provider delivering consistent learning to professionals worldwide.

cost-effective

Cost-Effective Training

Benefit from the cost-effective Excel for Accounting Course that delivers high-quality course content without compromising learning outcomes.

interactive-lms

Interactive LMS

Track performance, download resources, and receive AI-enabled support through The Knowledge Academy’s dedicated Learning Management System.

Fri 4th Dec 2026

-

Fri 4th Dec 2026

View Price

1 day

Online Instructor-Led

Fri 8th Jan 2027

-

Fri 8th Jan 2027

View Price

1 day

Online Instructor-Led

Fri 16th Apr 2027

-

Fri 16th Apr 2027

View Price

1 day

Online Instructor-Led

Fri 20th Aug 2027

-

Fri 20th Aug 2027

View Price

1 day

Online Instructor-Led

Fri 3rd Dec 2027

-

Fri 3rd Dec 2027

View Price

1 day

Online Instructor-Led

Package deals for Excel for Accounting Course in Saskatoon

Our training experts have compiled a range of course packages on a variety of categories in Excel for Accounting Course, to boost your career. The packages consist of the best possible qualifications with Excel for Accounting Course, and allows you to purchase multiple courses at a discounted rate.

Excel For Accounting Course in Saskatoon FAQs

What is MS Excel?

Microsoft Excel is a spreadsheet application used to organise, calculate, analyse, and present data. It supports features such as formulas, functions, charts, Pivot Tables, lists, scenarios, and data management tools that are widely used in accounting and finance.

Why is the Excel for Accountants Course important?

The Excel for Accountants Course helps delegates use Excel more effectively for accounting tasks such as organising financial data, creating summaries, analysing variances, applying financial functions, and supporting reporting. These skills can improve efficiency and accuracy in day-to-day accounting work.

Do you offer 24/7 support for Excel for Accountants Course?

Yes, The Knowledge Academy offers 24/7 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.

Who should attend this Excel for Accountants Course?

This Excel for Accountants Course is suitable for Accountants, Financial Analysts, Auditors, Bookkeepers, Finance Managers, Cost Accountants, Budget Analysts, and other professionals who use Excel for accounting, reporting, budgeting, or financial data management.

How can excel skills support my career growth?

Excel skills can support career growth by strengthening your ability to manage financial data, perform calculations, analyse trends, and create clear reports. These capabilities are valuable across accounting, finance, budgeting, reporting, and analytical roles.

How is Excel used in accounting?

Excel is used in accounting to organise financial records, summarise data, analyse budget variances, perform calculations, create charts, and run scenarios. It can also support data exchange with accounting systems such as QuickBooks through import and export files.

What Excel functions are most useful for accountants?

Useful Excel functions for accountants include payment functions and depreciation functions such as SLN, along with tools such as Pivot Tables, Goal Seek, Scenario Manager, and charts. These features support financial calculations, analysis, and reporting.

Why is the Excel for Accountants Course proficiency critical for your accounting career?

Proficiency in Excel is important for accounting careers because many financial tasks involve data organisation, calculations, analysis, and reporting. Developing stronger Excel skills can help professionals work more efficiently, interpret financial information more clearly, and support better business decisions.

What is the duration of this Excel for Accountants Training?

This Excel for Accountants Course takes 1 day to complete. As a trusted training provider, The Knowledge Academy delivers professionally structured training designed to help delegates build relevant knowledge and develop practical skills through an engaging learning experience.

What is included in this Excel for Accountants Certification?

In this Excel for Accountants 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.

What will I learn in this Excel for Accountants Training Course?

You will learn how to organise and filter data, build Pivot Tables, create charts, analyse budget variances, use scenarios and Goal Seek, apply payment and depreciation functions, and work with QuickBooks IIF import and export files.

What kind of skills will I gain after completing this Excel for Accountants Course?

You will gain skills in financial data organisation, Pivot Table reporting, chart creation, scenario analysis, payment and depreciation calculations, Goal Seek, and QuickBooks data handling. These skills can support more efficient accounting and reporting workflows.

What are the career opportunities after completing this Excel for Accountants Training Course?

Excel Course for Accountants can support career development in roles such as Accountant, Financial Analyst, Bookkeeper, Finance Manager, Cost Accountant, Budget Analyst, and other finance-related positions where strong Excel skills are required.

Who should I contact if I am unable to access my Excel for Accountants Certification in Saskatoon?

If you are unable to access your training, contact the support team at The Knowledge Academy via our customer service email or phone number provided on our website for prompt assistance and resolution of your issue.

Will I receive a certification after completing this Microsoft Excel for Accountants Course?

Yes, after completing this Excel for Accountants Course you will receive a certificate of completion to validate your achievement and demonstrate your proficiency in Excel For Accountants Course.

Why choose The Knowledge Academy in Saskatoon over others?

The Knowledge Academy 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 certification.

What is the cost/training fees for Excel for Accounting Course in Saskatoon?

The training fees for Excel for Accounting Course in Saskatoon starts from CAD2795

Which is the best training institute/provider of Excel for Accounting Course in Saskatoon?

The Knowledge Academy is one of the Leading global training provider for Excel for Accounting Course.

What are the best Microsoft Excel Courses courses in Saskatoon?

Please see our Microsoft Excel Courses courses available in Saskatoon

Show more blue-arrow

Customers Reviews

Request For Pricing

WHO WILL FUNDING THE COURSE?
+44

Corporate Training

Unlock tailored pricing and customised training solutions for your team’s needs.

Request your quote today!

Government of Canada Employees

Take advantage of our Standing Offers and Supply Arrangements with the Government of Canada to enjoy exclusive discounts when you register for training.

View Supply Arrangements

Why choose The Knowledge Academy

price

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.

learning

Many delivery methods

Flexible delivery methods are available depending on your learning style.

resources

High quality resources

Resources are included for a comprehensive learning experience.

Our Clients

"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
santander barclays bmw google thames-water deloitte bupa tesla
cross

Upgrade Your Skills. Save More Today.

superSale Unlock up to 40% off today!

WHO WILL BE FUNDING THE COURSE?

close

close

Thank you for your enquiry!

One of our training experts will be in touch shortly to go over your training requirements.

close

close

Press esc to close

close close

Back to course information

Thank you for your enquiry!

One of our training experts will be in touch shortly to go overy your training requirements.

close close

Thank you for your enquiry!

One of our training experts will be in touch shortly to go over your training requirements.