Skip to content

Excel Training for Bookkeepers

Plan Excel training focused on transaction exports and reconciliation exercises. Discuss your goals and workshop scope with Power Concepts.

By Power Concepts. Course sources reviewed .

Give bookkeepers a traceable supporting workbook

A bookkeeping support workbook needs clear references and a checked relationship to the accounting records. Start with the task it supports and avoid creating a second uncontrolled version of the ledger.

An illustrative practice exercise

Illustrative exercise: a fictional reconciliation schedule records reference, date, amount and review status for outstanding items. The sample includes a duplicated reference and an unresolved difference.

  1. Organise the table.
  2. use appropriate matching and summary tools.
  3. make exceptions and review ownership visible..

Check the result

Compare the schedule with approved source totals and retain evidence for corrections. Do not use a formula to decide uncertain accounting treatment.

Confirm the right training scope

Compare intermediate Excel and the relevant functions or data-management course. For software entries themselves, use the matching QuickBooks or Sage pathway.

Related options: Excel Training for Teams and Businesses; Excel skills assessment.

Compare the published course pathways

These public outlines are starting points for the skills discussed above. A role-specific example or requested workshop topic is not automatically included in every public session. Check the outline and confirm any must-have requirement before booking.

Excel Intermediate 1

Build a budget while improving the way you use Excel tables, references and formatting. The published course uses construction examples to practise a workflow that also applies to everyday spreadsheet work.

Listed duration: 4 hours

  • Build and format a budget worksheet
  • Excel tables, sorting and filtering
  • Absolute and relative references
View dates and fees

Excel Advanced Data Management

Prepare reliable Excel data and summarise it with PivotTables and PivotCharts. This course covers data validation, duplicates, advanced filters and slicers; the separate Expert Data Management course covers Power Query and Power Pivot.

Listed duration: 4 hours

  • Collect data with validation and pick lists
  • Remove duplicates and highlight invalid data
  • Advanced filters
View dates and fees

Excel Expert Data Management

Learn Power Query and Power Pivot in Excel to import, clean and connect data for repeatable reporting. Build data models, manage relationships, create measures and define KPIs after establishing a solid PivotTable foundation.

Listed duration: 4 hours

  • Import data with Power Query
  • Clean irregularly formatted data
  • Connect to data sources
View dates and fees

Discuss your training needs

Send the work task, learner count and software version. Power Concepts can confirm whether a public course or a scoped workshop is suitable, along with availability and a written quote.

Prepare an email enquiryCall 1-877-954-8433

Your email app opens with a draft for you to edit and send. No information is submitted by this page. You can also email info@powerconcepts.ca directly.

Sources and booking details

Practice scenarios on this page are illustrative. Fees, dates, delivery arrangements, feature availability and custom scope must be confirmed for your booking.