Excel for Accountants - Formulas, Functions & Formatting to Build Account Templates

Overview

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Master essential Excel skills for accounting in this comprehensive video tutorial. Learn to create powerful accounting templates using formulas, functions, and formatting techniques. Explore 37 practical examples covering topics like date calculations, payroll processing, loan amortization, invoice creation, and financial reporting. Discover time-saving tricks such as keyboard shortcuts, smart tags, and flash fill. Gain proficiency in crucial functions including TODAY, EDATE, PMT, VLOOKUP, IF, SUMIFS, and COUNTIFS. Understand cell referencing, data validation, and conditional formatting to enhance your spreadsheets. Perfect for accountants looking to boost their Excel efficiency and create professional financial documents.

Syllabus

) Introduction to video topics and Excel files and how to navigate large workbook and video.
) Keyboards Rule Because They Are Fast.
) Number Formatting is a Façade.
) How to Add Quickly.
) Date Calculation Templates.
) EDATE functions.
) Angry Rabbit Mouse Copy Trick.
) Date Number Formatting.
) Formulas for Date Calculations.
) Absolute & Relative Cell References.
) Excel's Golden Rule.
) Payroll Quickly.
) ROUND Function Importance.
) Formulas Can NOT See Number Formatting.
) Create Cosumer Loan Amortization Table.
) PMT Function to calculate PMT on Annuity with Regular PMT and Constant Rate.
) Fill Series to generate list of numbners from 0 to 360.
) Smart Tags to Fill End of Month Only (And it knows Leap Year!!!).
) Borders to enhance Report.
) Calculations for Amortization Table with Relative and Absolute Cell References.
) Invoice Template.
) VLOOKUP Function.
) Data Validation, List to add Drop-Down List to Cell.
) IF Function.
) ISBLANK Function.
) ROUND Function (link back to earlier part of video) .
) FV of Investment Template.
) Mixed Cell References.
) F4 Key to cycle through 4 different types of Cell References (Merry Go Round).
) FV Function.
) SUMIFS and COUNTIFS to create Summary Reports. Also: Advantage of Formulas Over PivotTable..
) Check Book Register Example.
) Border Formatting.
) Formula with Relative Cell References to calculate Balance.
) IF Function.
) ISNUMBER Function.
) 1) Data Validation For Reconciling Column. 2) Conditional Formatting for whole row using Mixed Cell References.
) Flash Fill to extract and clean Data Quickly.