Excel for Accountants

Become a better accountant with the power of Microsoft Excel. Learn how to use it for general ledger entry, forecasting, business valuation, interacting with QuickBooks, and more.

Syllabus

Introduction

Excel for accountants

1. Major Tasks in the Accounting Industry

Accounting tasks and career roles
Basics of accounting industry
Cash flow budgeting in Excel
P&L in Excel

2. QuickBooks, Excel, and Small Business Record-Keeping

Small business accounting overview
Transactions in QuickBooks and Excel
Quarterly profit and loss tracking in Excel
QuickBooks and ledger records
Taxes and Excel record-keeping
Tracking business performance in Excel
Pivot tables for accountants
Import data from Excel to QuickBooks

3. The General Ledger, Excel, and Corporate Record-Keeping

General ledger overview
Recording transactions in a GL
GL strings
Corporate financial statements in Excel
Financial statement links in Excel
Key corporate accounting ratios
International accounting standards vs. the US
XBRL, Edgar, and corporate financial reporting

4. Business Valuation in Excel

Historical statements to forward projections
Terminal values in Excel
Constructing a business valuation using cash flow analysis

5. Performance Presentation in Excel

KPIs and Excel
Waterfall charts in Excel
Using financial ratios in Excel
Variances in Excel
Using Excel for regressions in audit work

Conclusion

Thanks for taking this course. After this video, you'll be able to locate additional resources to enhance your knowledge of Excel for accounting tasks