Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

LinkedIn Learning

Excel for Accountants

via LinkedIn Learning


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.


  • 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
  • Next steps

Taught by

Michael McDonald


4.5 rating at LinkedIn Learning based on 2209 ratings

Start your review of Excel for Accountants

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.