Everything an accountant does daily in Excel: financial formulas, lookups, pivot tables and ready-to-use journals and reports. You finish with your own reusable accounting workbook.
Course Curriculum
| 1. Excel Essentials | |||
| 1.1 The Excel interface for accountants Details | 00:06:00 | ||
| 1.2 Data entry, formats and number styles Details | 00:07:00 | ||
| 1.3 Cell references: relative and absolute Details | 00:06:00 | ||
| 1.4 Tables, sorting and filtering Details | 00:07:00 | ||
| 1.5 Data validation and drop-down lists Details | 00:06:00 | ||
| 2. Core Formulas | |||
| 2.1 SUM, SUMIF and SUMIFS Details | 00:08:00 | ||
| 2.2 COUNTIF and AVERAGEIF Details | 00:06:00 | ||
| 2.3 IF, AND, OR and nested IF Details | 00:09:00 | ||
| 2.4 Rounding and text functions Details | 00:06:00 | ||
| 2.5 Date functions for due dates and aging Details | 00:08:00 | ||
| 3. Lookups | |||
| 3.1 VLOOKUP and HLOOKUP Details | 00:08:00 | ||
| 3.2 XLOOKUP Details | 00:07:00 | ||
| 3.3 INDEX and MATCH Details | 00:08:00 | ||
| 3.4 Reconciling two lists Details | 00:08:00 | ||
| 4. Pivot Tables and Charts | |||
| 4.1 Building a pivot table Details | 00:08:00 | ||
| 4.2 Grouping by month and account Details | 00:06:00 | ||
| 4.3 Slicers and pivot charts Details | 00:06:00 | ||
| 4.4 Conditional formatting for exceptions Details | 00:06:00 | ||
| 5. Accounting Workbooks | |||
| 5.1 Journal and ledger in Excel Details | 00:10:00 | ||
| 5.2 Automatic trial balance Details | 00:09:00 | ||
| 5.3 Customer aging report Details | 00:08:00 | ||
| 5.4 Bank reconciliation sheet Details | 00:08:00 | ||
| 5.5 Payroll sheet basics Details | 00:07:00 | ||
| 5.6 Final project: your monthly accounting workbook Details | 00:15:00 | ||
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