Financial Management & Digital Accounting · Beginner level

Beginner level · Module 5 of 5 · 10 guided hours

Digital Accounting Tools

Use spreadsheets and accounting software to keep records efficiently and accurately.

Learning objectives

  • Build a chart of accounts and cash book in a spreadsheet
  • Describe the features of accounting software
  • Complete the level project

Topics

  • chart of accounts
  • spreadsheet cash book
  • formulas and checks
  • accounting software features
  • choosing software
  • backups

Lessons

  1. Lesson 1 Chart of Accounts in a Spreadsheet

    Set up a chart of accounts and a spreadsheet cash book with built-in checks.

    chart of accountsaccount codesdata validationcheck totals

  2. Lesson 2 Accounting Software

    Understand what accounting software does and how to choose it.

    accounting softwareinvoices and billsbank reconciliationreports

  3. Lesson 3 Backups and Project Completion

    Protect financial records and complete the level project.

    backupsaccess controlmonth-end routineproject presentation

Practical activity

Build a spreadsheet cash book and chart of accounts, explore accounting software and complete the Financial Records Pack.

Expected outcomes

  • Efficient digital records
  • Informed choice of tools

Assessment

Level project assessed against its criteria.

Free taster lesson Using QuickBooks, Excel & Wave Accounting Read a free self-study lesson on this topic in the Free Course Library.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.