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Excel for Accounting Course
What is Excel for Accounting Course?
The Excel for Accounting Course enhances practical skills in Excel for accountants, empowering professionals to streamline financial reporting, data analysis, and budgeting. With tailored techniques for the accounting field, this course is ideal for those seeking efficiency in managing financial data and delivering accurate, data-driven insights.
This course is ideal for accountants, finance professionals, and bookkeepers seeking to elevate their data-handling proficiency. It equips them with essential tools to save time, improve accuracy, and provide insightful analysis, giving a competitive edge in advancing their careers in finance and accounting.
This 1 Day course, provided by Oakwood International, focuses on real-world accounting needs, using practical examples and scenarios to enhance Excel expertise. With comprehensive guidance, it ensures learners can apply advanced Excel functions effectively, supporting their daily financial tasks and improving professional performance.
Course Objectives:
- Streamline financial data management
- Improve data visualisation with pivot tables and charts
- Perform accurate financial forecasting and budgeting
- Increase efficiency with time-saving tools like macros
- Enhance reporting capabilities with professional formatting
- Gain confidence in using Excel for accounting analysis
Learners will confidently apply advanced Excel techniques to financial processes, ensuring accurate data analysis, effective reporting, and impactful decision-making, all while boosting efficiency and career potential in accounting.
Course Outline
Excel for Accounting Course
Module 1: Using Lists in Excel
- Defining a List
- Sorting Lists
- Filtering Lists
- Managing a List
- Using the Data Form
Module 2: Pivot Tables
- Purpose of Pivot Tables
- Getting Data Summaries
- Building Pivot Tables
- 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 the Macro Recorder
- 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 and Solver
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
- Creating Multiple Lists in One 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
- Importing Adjusting Entries
Included
Included
- No course includes are available.
Offered In This Course:
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Video Content
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eLearning Materials
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Study Resources
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Completion Certificate
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Tutor Support
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Interactive Quizzes
Individual Training
Individual Training fosters personal growth, enhances professional skills, and builds confidence.
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Corporate Training
Corporate Training improves employee skills, increases productivity, and aligns teams with company objectives.
Learning Options
Discover a range of flexible learning options designed to meet your needs. Select the format that best supports your personal growth and goals.
Online Instructor-Led Training
- Live virtual classes led by experienced trainers, offering real-time interaction and guidance for optimal learning outcomes.
Online Self-Paced Training
- Flexible learning at your own pace, with access to comprehensive course materials and resources available anytime, anywhere.
Build your future with Oakwood International
We empower you with the skills, knowledge, and confidence to excel in your career. Join us and take the first step towards realising your professional goals.
Frequently Asked Questions
Q. What is the focus of this course?
This course focuses on
advanced Excel functions tailored for accounting, enhancing data analysis, financial
reporting, and budgeting skills.
Q. Can this course help with real-world accounting tasks?
Yes, it covers
practical techniques like pivot tables, macros, and formulas to streamline
everyday accounting processes.
Q. Is this course suitable for beginners in Excel?
It is designed for
those with basic Excel knowledge who want to advance their skills for
professional accounting tasks.
Q. How will this course benefit my career?
It equips professionals
with in-demand Excel expertise, increasing efficiency and accuracy, which are
highly valued in finance roles.
Q. What tools and techniques are taught?
You’ll learn advanced
formulas, financial forecasting, professional formatting, and data
visualisation tools like charts and pivot tables.
