December 2023
Beginner to intermediate
4h 14m
English
on-demand course
The Accountants Excel Toolkit: Mastering Spreadsheets for Financial Excellence
with Simon Sez IT
Overview
Embark on a transformative journey with "The Accountants Excel Toolkit: Mastering Spreadsheets for Financial Excellence." In today's ever-evolving business landscape, adept financial data management is not just a skill but a necessity. This course, tailored for seasoned accountants, business owners, and those eager to elevate financial skills, equips you to navigate the intricate world of accounting.
As the language of business communication, accounting captures and translates a company's financial story. Utilizing Microsoft Excel as your powerful ally, seamlessly integrated with QuickBooks Online (QBO), this course teaches you how to minimize report generation time and provide insightful analyses for informed decision-making.
By course completion, you should be able to maneuver Excel efficiently, decode a company's financial health through ratio analyses, and possess a comprehensive skill set, empowering you to wield financial data with precision in today's fast-paced business landscape.
At the end of this course, you should be able to:
- Efficiently navigate and format data in Excel, mastering formulas and functions.
- Import and deduplicate files using advanced functions like XLOOKUP.
- Understand accounting principles, the accounting cycle, and the basics of assets, expenses, liabilities, and income.
- Record journal entries accurately for assets, expenses, income, and liabilities.
- Link accounts in QuickBooks Online, ensuring consistently updated records.
- Prepare a trial balance and execute adjusting entries at the end of accounting periods.
- Develop an insightful overview of financial statements and decode a company's financial health.
- Efficiently reconcile accounts using both Excel and QuickBooks Online.
The following files are included in the Resources section below:
Exercise Files - Used to practice and complete the course exercises.
Course Files - Used to follow along with the instructor during lessons.
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Watch now
Unlock full access
More than 5,000 organizations count on O’Reilly
O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.