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Learning path

Accounts assistant

From computer basics to keeping the books of a business in Tally, with GST.

5 courses, in this order

Overview

About this path

Accounts work runs on two things: the accounting behind every entry, and Tally, the accounting software many Indian businesses use. This path teaches the accounting first, so the software makes sense, and uses Excel for the lists and reports outside Tally.

Commerce students can skip the first stage if they already use a computer well. Your centre gives the schedule for each course.

Your centre gives the schedule for each stage. This page does not quote durations or fees.

Stages

The stages, in order

  1. Stage 1: Basic computer and the internet

    The computer habits accounts work needs: files and folders, email, printing and safe payments.

    After this stage you can

    • Create, rename, move and find files and folders
    • Write a proper email and send an attachment
    • Recognise UPI and OTP fraud

    Free ebooks for this stage

  2. Stage 2: MS Office

    Excel handles the lists and calculations beside the accounting software, and Word writes the letters and notices.

    After this stage you can

    • Use formulas, relative and absolute references, SUM, IF and VLOOKUP
    • Sort and filter data and make a chart
    • Format and print a letter with headers and footers

    Free ebooks for this stage

  3. Stage 3: Basic accounting and bookkeeping

    The golden rules, journal, ledger and trial balance: the accounting that every Tally entry is built on.

    After this stage you can

    • Apply the accounting equation and the golden rules to everyday transactions
    • Write journal entries, post them to ledgers and prepare a trial balance
    • Prepare simple final accounts and a bank reconciliation

    Free ebooks for this stage

  4. Stage 4: Tally with GST

    The software itself: company, ledgers, vouchers, stock and GST in TallyPrime.

    After this stage you can

    • Create a company in TallyPrime and set up ledgers and groups
    • Enter contra, payment, receipt, journal, sales and purchase vouchers
    • Record GST, and read the Day Book, Trial Balance, Profit & Loss account and Balance Sheet

    Free ebooks for this stage

  5. Stage 5: Advanced Excel and data analysis

    Reports and reconciliations outside Tally: lookups across sheets, pivot tables and a dashboard for the owner.

    After this stage you can

    • Match two lists with lookups (XLOOKUP in newer versions of Excel, or INDEX/MATCH) and IFERROR
    • Summarise sales and expenses with SUMIFS and a pivot table
    • Lay out a one-page dashboard that you refresh instead of rebuilding

    Free ebooks for this stage

Next step

Ready to start?

Tell the head office where you are now and they will suggest the first stage and the nearest centre.

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