The Accountants Excel Toolkit

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The Accountants Excel Toolkit

DURATION: 4h 13m
VIDEOS: 33
LEVEL: Intermediate

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Description
Course Resources

Welcome to “The Accountants Excel Toolkit: Mastering Spreadsheets for Financial Excellence.” In the dynamic realm of business, mastering financial data is crucial for success. Tailored for experienced accountants, business owners, and those eager to enhance their financial skills, this course equips you with essential tools to excel in accounting while seamlessly integrating Microsoft Excel with QuickBooks Online (QBO).

As the language of business communication, accounting captures and translates a company’s financial narrative. You’ll learn to navigate and format data efficiently, utilizing advanced functions like XLOOKUP and gaining mastery over Excel formulas. Understand accounting principles and the accounting cycle, and learn how to record journal entries, balance the equation, and link accounts in QBO for updated records.

Beyond spreadsheet expertise, this course offers benefits that extend to decoding a company’s financial health through various ratio analyses, efficient reconciliation of accounts using Excel and QBO, and preparing insightful reports for informed decision-making.

By the course’s end, you should possess a comprehensive skill set to empower you to wield financial data with precision and confidence in today’s fast-paced business landscape. Elevate your financial skills and master the art of financial excellence.

After finishing this course, students will be able to:

Navigate and format data in Excel efficiently and grasp Excel formulas and functions.
Import and deduplicate files using advanced functions like XLOOKUP.
Understand accounting principles and the accounting cycle.
Understand the fundamentals of assets, expenses, liabilities, and income.
Record journal entries for assets, expenses, income, and liabilities.
Link accounts in QuickBooks Online, ensuring consistently updated records.
Prepare a trial balance and pass adjusting entries at the end of an accounting period.
Develop an insightful overview of financial statements.
Decode a company’s financial health through various ratio analyses.
Efficiently reconcile accounts using both Excel and QuickBooks Online.

WHAT YOU GET

Certificate of Completion

Earn a certificate each time you complete a course.
Showcase your commitment to continuous growth and professional development.
Impress potential employers.
Enhance your professional profile.
Available in PDF format to Download or Print.

INSTRUCTOR

Umar Manzar

Meet Umar Manzar, a financial expert with over 15 years of global experience. Umar's passion for financial forecasting, modeling, risk management, and FP&A knows no bounds. His past exploits include conquering multi-million-dollar budgets and taming international finance teams. Umar is the trainer you've been searching for, with a CFA charter, an impressive academic background, and supercharged technical skills. His insights and analysis will leave you in awe as your own knowledge grows. Brace yourself for an Excel course experience that is both educational and entertaining. Umar Manzar, in his financial superhero cape, is here to bring your financial dreams to life.

The course comes with course and exercise files compressed into .zip format. You will need to download the .zip files to your PC or Mac (the files are not compatible with a mobile device) and unzip them. Once unzipped, all of the course files will reside in one folder.

Click on the below links to download the zip files.

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