Excel for Accounting Course Overview

Excel for Accountants 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

Excel is an indispensable tool for accountants, offering unparalleled features for data analysis, financial modelling, and reporting. Its relevance in streamlining accounting processes and enhancing efficiency cannot be overstated, making it vital for professionals in the field to master.

Proficiency in Excel Courses are crucial for Accountants, Auditors, Financial Analysts, and other finance professionals. Mastering Excel increases productivity and elevates the analytical capabilities required for making informed decisions and presenting financial information effectively.

The Knowledge Academy’s 1-day Microsoft Excel Training is designed to equip delegates with advanced Excel skills tailored to accounting tasks. Participants will learn to leverage complex formulas, pivot tables, and macros to automate and optimise their accounting workflows, significantly reducing manual data entry and errors.

Course Objectives

  • To introduce advanced Excel functions and formulas relevant to accounting
  • To demonstrate using pivot tables and charts for dynamic financial analysis and reporting
  • To teach data validation and conditional formatting to ensure accuracy and clarity in financial documents
  • To instruct on the creation and use of macros to automate repetitive tasks
  • To explain the integration of Excel with other accounting software for streamlined operations

After completing the Microsoft Excel Course, delegates will receive a certification affirming their proficiency in using Excel for accounting purposes. This certification acknowledges their skillset and significantly enhances their professional standing and career prospects in the finance industry.

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What’s Included in this Excel for Accountants Course?

  • 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

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.

Unlock your potential with The Knowledge Academy's Excel for Accounting Course, 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 Excel for Accounting Course. 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 Excel for Accounting Course sessions.


Highly experienced trainers

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

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


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 Excel for Accounting Course at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.


Tailored learning experience

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


Maximise your training budget

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


Team building opportunity

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


Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Excel for Accounting Course 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.
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.
This Excel for Accountants Course is crucial for mastering essential tools in financial analysis and decision-making, vital for accounting professionals' efficiency and accuracy in their roles.
You'll master advanced formulas, pivot tables, and financial modeling, crucial for accounting tasks. Gain expertise in Excel's application for comprehensive financial analysis and decision support.
Excel for Accountants Course hones data organisation, labeling, segregation, and advanced financial analysis skills. Master essential techniques for efficient accounting practices.
Yes, upon completion, accountants will receive the Excel for Accountants Certificate recognised within the industry, affirming their mastery of Excel for accounting.
This Excel course for accountants offers specialised modules tailored to financial analysis and modeling, distinct from generic Excel courses. It emphasises practical applications relevant to accounting tasks, enhancing professional skills efficiently.
Mastering Excel equips accountants with versatile skills crucial for adapting to evolving tech landscapes, enabling efficient data analysis and strategic decision-making in finance and accounting realms. It fosters agility and proficiency in navigating diverse software, enhancing productivity and staying competitive in the evolving technological landscape.
The Knowledge Academy in the United Kingdom is a leading training provider which offers multiple courses, comprehensive course content, experienced instructors, flexible learning options, and industry recognition, making it a reliable choice for attending this course.
The training fees for Excel for Accounting Course certification in the United Kingdom starts from £1295
The Knowledge Academy is the Leading global training provider for Excel for Accounting Course.
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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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