Overview
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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
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Introduction
- Excel for accountants
- Accounting tasks and career roles
- Basics of accounting industry
- Cash flow budgeting in Excel
- P&L in Excel
- 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
- 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
- Historical statements to forward projections
- Terminal values in Excel
- Constructing a business valuation using cash flow analysis
- Next steps
