Excel for Accounting Course

Excel for Accounting Course Outline

Module 1: Using Lists in Excel 

• Defining a List 

• Sorting Lists 

• Filtering Lists 

• Using the Data Form 
   

Module 2: Pivot Tables 

• Purpose of Pivot Tables 

• Building Pivot Tables 

• Getting Data Summaries 

• Data Cache 

• Using Named Ranges as Data Sources 
   

Module 3: Common Sizing Using Worksheets 

• Rationale for Common Sizing 

• Other Uses of Common Sizing 
   

Module 4: Charting 

• Why Charts? 

• Charts that Show Time Series 

• Pivot Charts Vs Standard Charts 

• Budget Variances Over Time 
   

Module 5: Tools for Accountants 

• What Tools do Accountants Need? 

• Built-In Lists 

• Building Custom Lists 

• Using Keyboard Shortcuts 
   

Module 6: Scenarios in Excel 

• Scenarios and Multiple Inputs 

• Scenarios and Worksheets 

• Creating Scenarios 

• Defining an Implicit Intersection 

• More Help from the Scenario Manager 

• Grinding it Out with Goal Seek 
   

Module 7: Payment Functions 

• Payment Functions 

• Using a Function 

• Using the Function Wizard 
   

Module 8: Excel's Depreciation Functions 

• Family of Depreciation Functions 

• SLN Function 

• Accelerated Depreciation 
   

Module 9: Excel and QuickBooks 

• IIF Import Files 

• Format of an IIF File 

• Exporting Data into an IIF File 

• Importing an IIF File 

• IIF File Keywords for Lists 

• Profile Lists Import Files 

• Standard Lists Import Files 

• Updating Lists with Excel Import Files

What You’ll Learn in this Course

This course takes you from understanding basic Excel accounting functions to applying advanced tools for financial accuracy and reporting. Each stage builds the confidence needed to manage accounting data professionally. 
 

• Learn the fundamentals of using Excel for financial record-keeping 

• Learn how to use formulas and functions for accounting calculations 

• Learn to manage financial data with sorting, filtering, and validation 

• Learn how to create professional financial statements and reports 

• Learn to apply automation techniques for recurring accounting tasks 

• Learn how to design accounting templates for efficiency and accuracy