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Excel & QuickBooks Pro Skills: Your Shortcut to Career Growth

Build job‑ready Excel and QuickBooks skills with step‑by‑step lessons, hands‑on practice files, and graded assessments. Learn to organize data, automate workflows, manage transactions, and produce polished financial reports with confidence.

Start instantly · Self‑paced · Lifetime access
Includes downloadable practice files, quizzes, and take‑away PDFs
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11‑module program

Excel + QuickBooks, from fundamentals to advanced workflows

Beginner level

No prior experience required

Flexible schedule

Learn anytime, on any device

2 Certificates

Excel Certificate + QuickBooks Certificate

Approx. 50+ videos

Practice along with guided exercises

What you’ll learn

  • Excel Fundamentals & Productivity: Navigate the interface, format data, apply formulas, and build well‑structured spreadsheets that are easy to update and share.
  • Bank Feeds, Reconciliations & Reporting: Connect bank/credit cards, categorize transactions, reconcile accounts, and customize financial reports for stakeholders.
  • Data Analysis & Visualization: Sort/filter large datasets, use tables and conditional formatting, and create compelling column and pie charts that communicate insights clearly.
  • Vendors, Customers & Payroll Basics: Maintain clean customer/vendor lists, manage AP/AR, track inventory and purchase orders, and get started with payroll settings and reports.
  • Advanced Excel Tools: Apply logical functions (IF), lookups (VLOOKUP), text tools, Named Ranges, data importing, and amortization functions (PMT/ROUND) to solve real business problems.
  • Confidence for Work: Follow practical checklists and complete graded assessments that build a portfolio of job‑ready outputs you can showcase to employers or clients.
  • QuickBooks Setup & Daily Operations: Create your company file, configure the chart of accounts, manage products/services, and handle invoicing, sales receipts, bills, and payments.

Skills you’ll gain

Excel Fundamentals • Formatting • Spreadsheet Design • Data Cleaning • Tables • Charts & Graphs • Conditional Formatting • Lookup Functions • Logical Formulas • Named Ranges • Data Importing • PMT & ROUND • Business Reporting • Productivity Techniques • QuickBooks Online • Company Setup • Chart of Accounts • Invoicing & Sales Receipts • Bills & Payments (AP/AR) • Bank Feeds • Reconciliations • Inventory & Purchase Orders • Payroll Basics • Customizing Reports

Details to know

Shareable Certificates

Earn two certificates (Excel + QuickBooks) and add them to your résumé/LinkedIn

Taught in English

Beginner‑friendly; clear, step‑by‑step guidance

Self‑Paced & Hands‑On

Downloadable practice files, graded quizzes, and take‑away PDFs

Final Exam Included

Validate your mastery across both tracks

Advance your career with in‑demand skills

  • Build practical, job‑ready expertise in Excel and QuickBooks
  • Strengthen your professional confidence with real‑world, hands‑on learning
  • Earn a certificate that validates your skills and supports your career growth

Professional Certificate — Excel & QuickBooks Pro Skills

Unlock the combined power of Excel and QuickBooks with this comprehensive, career‑building training program. Designed for learners at all levels, this dual‑skill certificate gives you the essential tools businesses rely on every day. Through guided lessons, real‑world exercises, and practical assessments, you’ll learn how to organize data, streamline workflows, manage financial processes, and produce accurate reports with confidence.

As organizations increasingly depend on digital tools for financial tracking, analysis, and decision‑making, proficiency in Excel and QuickBooks has become a highly valuable job skill. This program equips you with the knowledge needed to navigate both platforms, manage day‑to‑day operations efficiently, and apply analytical techniques that make you indispensable in a business environment.

Each module builds on the last, ensuring a smooth progression from foundational knowledge to advanced capabilities. You’ll start with core skills in Excel and QuickBooks, then deepen your understanding through hands‑on practice with formulas, charts, data cleanup, bank feeds, reconciliations, invoicing workflows, payroll basics, and more. By the end of the program, you’ll have a collection of applied projects demonstrating your readiness for roles requiring accuracy, organization, and analytical thinking.

Mastering these tools will help you work more efficiently, reduce errors, support financial decision‑making, and position yourself for success in a wide range of business and administrative careers.

Applied Learning Project

Throughout this certificate program, you’ll complete hands‑on projects that develop your confidence and demonstrate your abilities in both Excel and QuickBooks. You’ll build spreadsheets, create charts, clean and organize raw data, import and transform datasets, generate customer invoices, manage vendor bills, reconcile bank accounts, and customize financial reports.
Meet the instructor

Connie Hyslop

QuickBooks Instructor | President/CEO | Hyslop & Associates

Connie Hyslop owns her own computer training school in Tilton, NH, Hyslop & Associates. As a Computer Instructor, Connie has over 30 years of experience teaching and developing courseware for desktop applications. She also provides corporate training to businesses throughout New England, at educational institutions, computer training companies on a subcontractor basis, and to individual clients.

Connie trained Kristin Pelletier, owner of Access Computer Training back in 2005. They have remained friends ever since. Connie has taught Kristin everything she knows and continues to be a mentor to Kristin and advisor to Access Computer Training and now teaches the Introduction to Bookkeeping course virtually for Access Computer Training.

Patrick Jones - Course author
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