Bookkeeping Using Excel 02/05/2024

Venue:
Wicklow County Campus, Rathnew
 
Date:
02/05/2024
 
Note:
1 full day- In-person- Own laptop required
 
Time:
9:30-17:00
 
Category:
I.T. Training
 

The aim of this course is to introduce participants to setting up a simple, straight-forward, user-friendly bookkeeping system for their business using Microsoft Excel.

€20
Booked Out
 
 

Prerequisite

This course works in conjunction with the previously run ‘Bookkeeping for Small Business’ course and it would be imperative that participants complete this two-day course or have a strong understanding of bookkeeping principles before undertaking the one-day Bookkeeping using Excel course.

Course Aims & Objectives:

The aim of this course is to introduce participants to setting up a simple, straight-forward, user-friendly bookkeeping system for their business using Microsoft Excel.

It will teach participants how to keep proper Books on their computer and demonstrate and practice setting up bookkeeping spreadsheets and using basic Excel formula for greater efficiency. Participants will also be shown how to compile a VAT return and Profit and Loss account by linking to the bookkeeping spreadsheets.

Outline Syllabus:

  • Start-up and file management – folder set-up and the importance of saving data.
  • Spreadsheet set-up for bookkeeping.
  • Recording Sales, Purchases, Bank and VAT transactions.
  • Excel formula and how to use them for greater efficiency.
  • Managing, formatting & linking sheets.
  • Page set-up for reporting and printing.
  • Protecting sheets with passwords.

Location:                      

Wicklow County Campus, Rathnew

Dates:

Thursday 2nd May 2024

Duration:

One full day

Time:

9:30-17:00 

Cost:

€20

Trainer:

Sarah McGuinness- SM Accounting

Note: Please make sure to bring your laptop.

Course Objective:

The aim of this course is to introduce participants to setting up a simple, straightforward, user-friendly bookkeeping system for their business using Microsoft Excel. It will teach participants how to keep proper Books on their computer and demonstrate and practice setting up bookkeeping spread-sheets and using basic Excel formula for greater efficiency. Participants will also be shown how to compile a VAT return and Profit and Loss account by linking to the bookkeeping spreadsheets.

Course Outline:

  • Start-up and file management – folder set-up and the importance of saving data 
  • Spreadsheet set-up for bookkeeping
  • Recording Sales, Purchases, Bank and VAT transactions
  • Excel formula and how to use them for greater efficiency
  • Managing, formatting & linking sheets
  • Page set-up for reporting and printing
  • Protecting sheets with passwords

Location:                      

Local Enterprise Office Wicklow, Wicklow County Campus, Clermont House, Rathnew, Co. Wicklow

Dates:

Tuesday 4th October 2022

Time:

9.30am - 5.00pm

Cost:

€30

Trainer:

Sarah McGuiness

No of participants:

12

PLEASE NOTE:

BOOKING PERIOD WILL CLOSE 24 HOURS BEFORE TRAINING COMMENCES. 

COURSES ARE LIMITED TO CO. WICKLOW BASED COMPANIES ONLY.

We respectfully ask you to only book the course you wish to attend out of courtesy to your fellow business owners.