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Excel for Accountants

سرفصل های دوره

Become a better accountant, bookkeeper, or financial analyst with Microsoft Excel. Excel can be used for profit-and-loss (P&L) reporting, forecasting sales, business valuation, quickly analyzing data from programs like QuickBooks, and more. This course shows you how to perform key accounting tasks in Excel, including small business and corporate record-keeping, and importing and exporting data from QuickBooks to Excel. Professor Michael McDonald shows how to record transactions in a general ledger, categorize expenses for taxes, track business performance, use key financial statements, do a business valuation, and more. The course is for working professionals and business students alike, with short, focused lessons to give you maximum learning in the minimum amount of time.


01 - Introduction
  • 01 - Excel for accountants

  • 02 - 1. Major Tasks in the Accounting Industry
  • 01 - Accounting tasks and career roles
  • 02 - Basics of accounting industry
  • 03 - Cash flow budgeting in Excel
  • 04 - P&L in Excel

  • 03 - 2. QuickBooks, Excel, and Small Business Record-Keeping
  • 01 - Small business accounting overview
  • 02 - Transactions in QuickBooks and Excel
  • 03 - Quarterly profit and loss tracking in Excel
  • 04 - QuickBooks and ledger records
  • 05 - Taxes and Excel record-keeping
  • 06 - Tracking business performance in Excel
  • 07 - Pivot tables for accountants
  • 08 - Import data from Excel to QuickBooks

  • 04 - 3. The General Ledger, Excel, and Corporate Record-Keeping
  • 01 - General ledger overview
  • 02 - Recording transactions in a GL
  • 03 - GL strings
  • 04 - Corporate financial statements in Excel
  • 05 - Financial statement links in Excel
  • 06 - Key corporate accounting ratios
  • 07 - International accounting standards vs. the US
  • 08 - XBRL, Edgar, and corporate financial reporting

  • 05 - 4. Business Valuation in Excel
  • 01 - Historical statements to forward projections
  • 02 - Terminal values in Excel
  • 03 - Constructing a business valuation using cash flow analysis

  • 06 - 5. Performance Presentation in Excel
  • 01 - KPIs and Excel
  • 02 - Waterfall charts in Excel
  • 03 - Using financial ratios in Excel
  • 04 - Variances in Excel
  • 05 - Using Excel for regressions in audit work

  • 07 - Conclusion
  • 01 - 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
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