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Excel for Accountants

Offered By: LinkedIn Learning

Tags

Accounting Courses QuickBooks Courses KPIs (Key Performance Indicators) Courses Cash Flow Analysis Courses Pivot Tables Courses Financial Statements Courses Financial Ratios Courses General Ledger Courses

Course Description

Overview

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

Taught by

Michael McDonald

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