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Bookkeeping Made Simple
4.0( 1 REVIEWS )
2h 12m

This course is designed for those interested in learning about bookkeeping.

Read more.
Course Skill Level
Time Estimate
2h 12m


Lisa Newton, BA, MSc, FMAAT has a masters degree in Investment Management and a first class honours degree in Accounting with Marketing.

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About This Course

Who this course is for:

  • Bookkeepers
  • Small Business Owners
  • Entrepreneurs

What you’ll learn: 

  • Complete a bank reconciliation on Excel.
  • Do their bookkeeping using a simple spreadsheet.
  • Run a VAT Return using Excel.
  • Understand common accounting terminology.


  • You will need to have Excel 2003 (spreadsheets) or later e.g. 2007, 2010 version – as you’ll be given a template to download and you need to be able to open it.

The course is about how to do a bank reconciliation on excel and how to complete a UK VAT return on excel.
We’ll cover terminology such as bank rec, nominal codes, VAT (codes and rates). Plus we’ll look at how to take these figures to prepare a simple profit and loss account.

The course is structured in such a way to show you how to do bookkeeping using an excel template. This template is included to download so that you can have a go at using this yourself. The template is a cashbook, and the bookkeeping is done on a cash basis. The template is in the form of a Microsoft Excel spreadsheet, version 2003, thus you will need Excel 2003 or a newer edition (2007, 2010…) in order to open the spreadsheet.

Once the bookkeeping is done, these figures can then be used to complete the VAT return. The VAT return is based on the UK laws and rules. The course shows you how to use the figures to do the VAT return.

The template has codes embedded which are the nominal codes. The course covers what nominal codes are and how they work with the template. There is a worked example of a bank reconciliation.

It’s an ideal course if you are working in the accounts/finance department and/or if you are thinking of embarking on a career in accountancy or bookkeeping and part of your requirement is to run the VAT return or do the bank rec and report back to the owners of the firm. If you are thinking of starting your own business and want to understand how to do a bank rec and VAT on excel, then this course is for you.

If you have already began a business, and want a simple, effective method to do your bookkeeping – then this course is for you. You need to know how to navigate around excel – a basic level of competence is needed. The template is sufficient for you to use in your own business. If you’re comfortable with excel and prefer to do your books on this system, and not a specific accounting software, then you’ll find this course useful.

Our Promise to You

By the end of this course, you will have a clear understanding on bookkeeping.

10 Day Money Back Guarantee.

If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

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Course Curriculum

Section 1 - Introduction
Aims Of The Course And Intro To The Tutor 00:00:00
Organizing Your Bookkeeping Records 00:00:00
Computerized Systems 00:00:00
Section 2 - The Theory And Manual Bookkeeping
History And Principles Behind The Ledgers 00:00:00
Section 3 - Worked Example
Intro To Flower Power Ltd 00:00:00
Download The Template – Explanation Of The Tabs 00:00:00
Enter Income Received 00:00:00
Enter Expenses Incurred 00:00:00
Section 4 - Bank Reconciliation
Reconciling Items 00:00:00
Recap On The Bank Reconciliation 00:00:00
Section 5 - VAT Returns
General Overview Of VAT And How It Works In The UK 00:00:00
Do The VAT Return 00:00:00
Section 6 - Higher Level Bookkeeping
Adjustments 00:00:00
Reporting 00:00:00
Simple Profit And Loss: Month 1 00:00:00
Section 7 - Homework: Month 2
Month 2: Enter Income 00:00:00
Month 2: Enter Payments 00:00:00
Entering Credit Card Transaction 00:00:00
Reconciling Items 00:00:00
VAT Return 00:00:00
Reports And Results: Month 2 00:00:00

Course Review


1 Ratings
  1. Anonymous

    easy simple understanding course


    This course was so easy to understand. The simple template that is used to practice with was also very easy and simple to understand method.

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