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.

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