Accounts Clerk and MS Excel Course
Study an Accounts Clerk Course UK covering bookkeeping, accounting procedures and Microsoft Excel to prepare for finance and administration careers.
235 Students
Overview
An accounts clerk course UK provides the knowledge needed to manage financial records, process transactions, prepare statements, and organise accounting documentation using Microsoft Excel. This accounts clerk and MS Excel course UK combines essential bookkeeping principles with spreadsheet techniques to support efficient financial administration. Learners will explore the accounting cycle, journal entries, trial balances, adjusting entries, and Excel functions commonly used in modern workplaces. Whether you are preparing for an entry-level finance role or aiming to enhance your administrative abilities, this course offers a practical foundation for career progression within the UK accounting sector.
Course Description
Accurate financial records and organised spreadsheets are essential for every successful business. This accounts clerk course UK combines core bookkeeping knowledge with Microsoft Excel techniques to help learners build confidence in modern financial administration. Whether you are planning to begin a finance career or strengthen your office-based abilities, this accounts clerk and MS Excel course UK provides structured learning covering accounting principles, financial statements, journal entries, adjusting entries, and spreadsheet management. Moreover, learners looking for an accounts assistant course UK or accounting and excel course UK will find this programme highly relevant to today’s workplace.
Throughout the course, you will explore professional bookkeeping practices, business ethics, GAAP, the accounting cycle, trial balances, worksheets, and financial reporting. In addition, the Excel section focuses on workbook creation, formulas, functions, formatting, conditional formatting, templates, worksheet management, page layout, and printing. Therefore, learners seeking bookkeeping and excel training UK, ms excel for accounting UK, or an excel accounting course UK can develop valuable administrative and spreadsheet capabilities that support accurate financial tasks.
Furthermore, this online accounts clerk course UK is suitable for individuals aiming to progress into finance support positions across various industries. It also complements those searching for a finance administration course UK or comprehensive accounting skills training UK. Consequently, upon completion, learners will be better prepared to contribute confidently to bookkeeping, financial administration, payroll support, and accounting operations within UK organisations.
Learning Outcomes
- Apply bookkeeping principles using recognised accounting standards and financial documentation.
- Prepare journal entries, trial balances, worksheets, and financial statements accurately.
- Complete adjusting entries for accruals, depreciation, prepaid expenses, and revenue recognition.
- Utilise Microsoft Excel formulas, functions, formatting, templates, and worksheet management for accounting tasks.
- Organise financial information effectively while supporting finance administration and reporting activities.
Who Is This Course For?
- Individuals seeking entry into accounting and finance careers.
- Office administrators wishing to strengthen bookkeeping knowledge.
- Business owners managing organisational financial records.
- Career changers pursuing accounting support roles.
- Learners aiming to improve Microsoft Excel for finance applications.
Certification
Once the Accounts Clerk and MS Excel Course is successfully completed, the learner can obtain the PDF certificate without any cost. The hard copy of the certificate is also available for £4.99. However, anyone ordering the hard copy certificate from outside the United Kingdom may incur an additional delivery charge.
Career Path
Accounts Clerk
Accounts Clerks maintain financial records, process invoices, record transactions, reconcile accounts, and assist with day-to-day bookkeeping operations within organisations.
Average UK Salary: £40,000 – £45,000 per year
Accounts Assistant
Accounts Assistants support finance teams by preparing financial documents, processing payments, maintaining ledgers, and assisting with month-end accounting activities.
Average UK Salary: £40,000 – £47,000 per year
Bookkeeper
Bookkeepers manage business financial records, oversee ledgers, prepare reconciliations, monitor cash flow, and produce accurate financial information.
Average UK Salary: £42,000 – £50,000 per year
Finance Administrator
Finance Administrators coordinate financial documentation, organise accounting records, support budgeting activities, and ensure administrative finance processes run efficiently.
Average UK Salary: £40,000 – £46,000 per year
Payroll Officer
Payroll Officers administer employee salaries, calculate deductions, process pension contributions, and ensure payroll complies with UK regulations.
Average UK Salary: £42,000 – £48,000 per year
Assistant Management Accountant
Assistant Management Accountants support budgeting, financial reporting, cost analysis, forecasting, and management decision-making across organisations.
Average UK Salary: £45,000 – £55,000 per year
Schema Markup
Frequently Asked Questions (FAQs)
The course covers bookkeeping, accounting principles, journal entries, financial statements, trial balances, adjusting entries, and Microsoft Excel for accounting tasks.
Yes, learners can study online at their own pace, making it suitable for flexible learning.
Yes. It covers formulas, functions, workbook management, formatting, templates, printing, and spreadsheet organisation for accounting purposes.
It is suitable for aspiring accounts clerks, finance administrators, bookkeepers, office professionals, business owners, and career changers.
Yes. It develops accounting and spreadsheet knowledge valued for finance support, bookkeeping, payroll, and administration roles.
Accounts Clerk and MS Excel Course Course Reviews
An outstanding online course with clear explanations and practical examples. I could study at my own pace and still feel fully supported throughout. It’s truly boosted my confidence and career prospects
The course was well-structured, engaging, and easy to follow. The flexibility made it perfect alongside my full-time job. I’ve gained valuable, real-world skills that I can apply immediately.
Excellent learning experience from start to finish. The content was professional, up-to-date, and highly relevant. I would highly recommend it to anyone looking to upskill online.
Course Curriculum
| **Accounts Clerk** | |||
| Professional Bookkeeper Introduction | |||
| Professional Bookkeeper | 00:09:00 | ||
| Introduction to Accounting and Business | |||
| Defining a Business | 00:07:00 | ||
| Ethics in Accounting | 00:05:00 | ||
| Generally Accepted Accounting Principles (GAAP) | 00:10:00 | ||
| The Accounting Equation | |||
| The Accounting Equation | 00:07:00 | ||
| Transactions | 00:11:00 | ||
| Financial Statements | 00:13:00 | ||
| Analyzing Transactions | |||
| The Accounting Equation and Transactions | 00:16:00 | ||
| Double-Entry System | 00:11:00 | ||
| Transactions – Journalizing | 00:17:00 | ||
| Journal Entries | 00:38:00 | ||
| Entering Information - Posting Entries | |||
| Posting Entries | 00:10:00 | ||
| The Trial Balance | 00:10:00 | ||
| Finding Errors Using Horizontal Analysis | 00:09:00 | ||
| Horizontal Trend : Balance Sheet | 00:21:00 | ||
| Horizontal Trend: Income Statement | 00:36:00 | ||
| Adjusting Process | |||
| The Purpose of the Adjusting Process | 00:15:00 | ||
| Adjusting Entries | |||
| Adjusting Entries – Prepaid Expenses | 00:13:00 | ||
| Adjusting Entries – Accrued Revenues | 00:10:00 | ||
| Adjusting Entries – Depreciation Expense | 00:09:00 | ||
| Adjustment Summary | |||
| Adjustment Summary – Review | 00:13:00 | ||
| Vertical Analysis | 00:33:00 | ||
| Preparing a Worksheet | |||
| Preparing a Worksheet | 00:06:00 | ||
| Financial Statements | |||
| The Income Statement | 00:11:00 | ||
| Financial Statements – Definitions | 00:12:00 | ||
| Completing the Accounting Cycle | |||
| Temporary vs. Permanent Accounts | 00:19:00 | ||
| The Accounting Cycle Illustrated | |||
| Accounting Cycle Illustrated – Steps 1-5 | 00:11:00 | ||
| Accounting Cycle Illustrated – Steps 6-10 | 00:12:00 | ||
| Fiscal Year | |||
| Fiscal Year | 00:09:00 | ||
| Spreadsheet Exercise | |||
| Spreadsheet Exercise – Steps 1-4 | 00:11:00 | ||
| Spreadsheet Exercise – Steps 5-7 | 00:37:00 | ||
| **MS Excel** | |||
| Getting Started with Microsoft Office Excel 2016 | |||
| Navigate the Excel User Interface | 00:28:00 | ||
| Use Excel Commands | 00:10:00 | ||
| Create and Save a Basic Workbook | 00:19:00 | ||
| Enter Cell Data | 00:12:00 | ||
| Use Excel Help | 00:05:00 | ||
| Performing Calculations | |||
| Create Worksheet Formulas | 00:15:00 | ||
| Insert Functions | 00:17:00 | ||
| Reuse Formulas and Functions | 00:17:00 | ||
| Modifying a Worksheet | |||
| Insert, Delete, and Adjust Cells, Columns, and Rows | 00:10:00 | ||
| Search for and Replace Data | 00:09:00 | ||
| Use Proofing and Research Tools | 00:07:00 | ||
| Formatting a Worksheet | |||
| Apply Text Formats | 00:16:00 | ||
| Apply Number Format | 00:08:00 | ||
| Align Cell Contents | 00:09:00 | ||
| Apply Styles and Themes | 00:12:00 | ||
| Apply Basic Conditional Formatting | 00:11:00 | ||
| Create and Use Templates | 00:08:00 | ||
| Printing Workbooks | |||
| Preview and Print a Workbook | 00:10:00 | ||
| Set Up the Page Layout | 00:09:00 | ||
| Configure Headers and Footers | 00:07:00 | ||
| Managing Workbooks | |||
| Manage Worksheets | 00:05:00 | ||
| Manage Workbook and Worksheet Views | 00:07:00 | ||
| Manage Workbook Properties | 00:06:00 | ||
Frequently Asked Questions
Yes, Discover Training provides accredited and CPD-certified courses, ensuring learners receive recognised qualifications that support career progression and professional compliance.
Anyone can enrol, including students, professionals, job seekers, career changers, and organisations. Most courses do not require previous experience, making them accessible to learners at all levels.
Discover Training offers courses across multiple sectors, including business, health and safety, compliance, leadership, IT, personal development, and professional skills training.
You will have 14 days to revoke your Course purchase from your purchase date. Regrettably, refunds are not allowed after your purchase have been approved, and materials have been posted to the student’s dashboard or accessed.
Yes, learners receive a downloadable digital certificate upon successful completion, suitable for CPD records, CVs, and professional portfolios.
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Number of Units:
54 -
Access:
1 Year -
Duration:
11 hours, 48 minutes -
PDF Certificate
Included
