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Excel for Accounting
Rating: 4.3 out of 5(417 ratings)
1,717 students

Excel for Accounting

Learn to use Excel to run your own books and organize your data in a professional way
Last updated 12/2017
English

What you'll learn

  • How to enter numbers and formulas in Excel
  • Posting journal entries
  • Posting to the general ledger
  • Clean formatting
  • Build financial statements
  • Vlookup & hlookup
  • Index & match
  • Pivot tables
  • Create graphs
  • Basic functions (sum, average, min, max)
  • Advanced functions (IF, sumifs, countifs, vlookup)
  • Data analysis
  • Balance sheet
  • Income Statement
  • Statement of cash flows

Course content

8 sections32 lectures3h 4m total length
  • Introduction1:51

    Master accounting formatting in Excel, use index, match, and sum with rounding, build pivot tables and charts, and prepare balance sheets, income statements, and journal entries to the general ledger.

  • Course Overview2:01

    Explore excel for accounting, including sum function, rounding, if statements, and vlookup, then build pivot tables, charts, balance sheet, income statement, and cash flow, posting journal entries to general ledger.

  • Download Course Worksheets Here0:13

Requirements

  • Basic accounting knowledge
  • Basic Excel knowledge
  • Ability to download Excel
  • Eagerness to learn

Description

Updated excel for accounting course with new and improved audio plus new lectures!

Why this course is for you

You want to increase your Excel skills to become more efficient at work, school, or any personal project. You want to learn powerful Excel functions that will allow you to automate much of your work and make your life easier.  You want to learn how to setup and format different accounting tables and use advance functions to organize your data.

We will start with basic functions and go on to more advance functions throughout the course. The functions and setups you will learn will prepare you for any accounting project.

What you will learn:

  1. The basics of excel: how to input numbers, how to input formulas, and the different functions of Excel
  2. How to debit and credit journal entries in excel
  3. Posting to the general ledger
  4. Functions that will help you analyze your data at a deeper
  5. Formats that will make your spreadsheets look clean
  6. Vlookup, hlookup, index & match functions
  7. Sumifs & countifs functions
  8. How to build dynamic queries
  9. How to create integrated financial statements (Balance Sheet, Income Statement, Statement of Cash Flows)
  10. How to create debt schedules and pp&e schedules
  11. Forecasting revenues
  12. How to create pivot tables 
  13. Flash fill functions
  14. How to create professional data tables

What you will need:

  1. A computer, laptop, or tablet
  2. Microsoft Excel
  3. Basic accounting knowledge
  4. Hunger to learn 

30-day money back guarantee

In the rare case that you feel the course was not helpful or isn't for you I will refund your money up to 30 days.  You have nothing to lose and everything to gain.

Who this course is for:

  • Anyone who wants to master excel for a career in accounting
  • Small business owners who want to manage their own books
  • Anyone who wants to manipulate data to make their life easier
  • Anyone who wants to automate processes for their financials