The Accountants Excel Toolkit: Mastering Spreadsheets

Master financial data management and elevate your skills in business accounting using Excel and QuickBooks Online.


What you'll learn
Navigate and format data in Excel efficiently and grasp Excel formulas and functions.
Import and deduplicate files using advanced functions like XLOOKUP.
Understand accounting principles and the accounting cycle.
Understand the fundamentals of assets, expenses, liabilities, and income.
Record journal entries for assets, expenses, income, and liabilities.
Link accounts in QuickBooks Online, ensuring consistently updated records.
Prepare a trial balance and pass adjusting entries at the end of an accounting period.
Develop an insightful overview of financial statements.
Decode a company's financial health through various ratio analyses.
Efficiently reconcile accounts using both Excel and QuickBooks Online.

Requirements
Basic understanding of accounting and Excel is needed for this course.
Access to MS Excel and QuickBooks Online is beneficial to follow along.

Description
**This course includes downloadable instructor files to work with and follow along.
Welcome to "The Accountants Excel Toolkit: Mastering Spreadsheets for Financial Excellence." In the dynamic world of business, the ability to navigate financial data is crucial. This course is tailored for experienced accountants, business owners, and anyone seeking to elevate their financial skills. It equips you with the tools to excel in the intricate realm of accounting, where Microsoft Excel becomes your indispensable ally, seamlessly integrating with QuickBooks Online (QBO).
As the business communication language, accounting captures and translates a company's financial narrative. This course will teach you how to navigate and format data efficiently, import and deduplicate files using advanced functions like XLOOKUP, and gain mastery over Excel formulas. As you understand accounting principles and the accounting cycle, you'll learn to record journal entries, balance the accounting equation, and link accounts in QBO for updated records.
The benefits of this course extend beyond spreadsheet expertise. Discover how to decode a company's financial health through various ratio analyses, reconcile accounts efficiently using Excel and QBO, and prepare insightful reports for informed decision-making.
By the end of the course, you should possess a comprehensive skill set that can empower you to wield financial data with precision and confidence in today's fast-paced business landscape.
After finishing this course, students will be able to:
Navigate and format data in Excel efficiently and grasp Excel formulas and functions.
Import and deduplicate files using advanced functions like XLOOKUP.
Understand accounting principles and the accounting cycle.
Understand the fundamentals of assets, expenses, liabilities, and income.
Record journal entries for assets, expenses, income, and liabilities.
Link accounts in QuickBooks Online, ensuring consistently updated records.
Prepare a trial balance and pass adjusting entries at the end of an accounting period.
Develop an insightful overview of financial statements.
Decode a company's financial health through various ratio analyses.
Efficiently reconcile accounts using both Excel and QuickBooks Online.
This course includes:
4+ hours
of video tutorials
33 individual video
lectures
Course and exercise files
to follow along
Certificate of completion
Who this course is for:
This course is tailored for experienced accountants, business owners, and anyone seeking to elevate their financial skills.
Those looking to use Excel and QuickBooks online for their accounting needs.

More Info