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LinkedIn Learning

Excel for Accountants

via LinkedIn Learning

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
Conclusion
  • Next steps

Taught by

Michael McDonald

Reviews

4.5 rating at LinkedIn Learning based on 2209 ratings

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