Course Content

Advanced Excel Bookkeeping Training Content

• Creating worksheets, formatting text

• Simple and complex formulas

• Handling rows and columns

• Autocomplete, using styles, headers, and footers,

• Average, max and min functions and using charts.

• Use of IF Formula

• Summing Techniques

• Cell References

• Formula Linking

• Sumifs

• Tables and Bordering

• Look up References (Vlookup, Hlookup, etc)

• Data Validation

• Conditional Formatting

• Date & Time Formulas

• Charts & Graphs

• Protection & Security

• Creating a Pivot Table

• Pivot Table Analysis

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Cloud Bookkeeping Training Content (VT, Xero, QB, Free Agent)

• Working with cloud Bookkeeping  Program Basics

• Creating Account names, Numbers & Bank Payments

• Financials

• Bank Reconciliations

• Generating Customers Invoices

• Products

• Monitoring Customer Activity

• Generating Product Invoices & Credit Notes

• Compiling & Sending Customer Statements

• Creating Customer Receipts & Purchase Invoices

• Supplier Payments

• Managing Recurring Entries

• Generating Reports & Information

• The Active Set-Up Wizard

• VAT Changes

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VAT Training – Preparation and Submission Training Content

• Understanding VAT Principles

• Analysis of different VAT Scheme

• Preparing VAT in Spreadsheet

• Reconciliation of VAT

• Completing a VAT return

• Import and Export VAT analysis

• Calculating VAT for a business with mixed zero-rated and standard-rated sales, using Spreadsheet

• Introduction of TOMS (Tour Operator Margin Scheme)

• Submission of VAT Return to HMRC

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