The Microsoft Excel for Accounting Expert Bundle for $29

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Excel Accounting 1: Transactions for Common Data Input Forms

KEY FEATURES

In this course, you will build an accounting system starting with a blank Excel worksheet, creating a general journal, a general ledger, a trial balance, sub-ledgers, and financial statements. For each new step in the process, you will have access to a downloadable Excel Workbook, containing at least two tabs, one with the answer, the new steps having been completed, the other starting out where the prior presentation left off.

Accountants are generally more valuable when they understand both the accounting theory, the impact on financial statements of each transaction, as well as how an accounting database program like QuickBooks works, including the data input forms used to enter normal financial transactions.

4.6/5 average rating:
★ ★ ★ ★
★ ★

  • Access 23 lectures & 8 hours of content 24/7
  • Create an accounting system using Excel, starting from a blank worksheet
  • Navigate & format Excel worksheets
  • Create a general journal, general ledger, trial balance & subsidiary ledgers
  • Create financial statements, including a balance sheet & income statement
  • Enter transactions related to the vendor/customer/employee cycles, including the impact on subsidiary ledgers & financial statements

NOTE: Software NOT included

PRODUCT SPECS

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: beginner
  • Have questions on how digital purchases work? Learn more here

Requirements

  • Microsoft Excel, Google Sheets, or other spreadsheet program

THE EXPERT

Robert Steele | CPA, CGMA, M.S. Tax, CPI

4.4/5 Instructor Rating:
★ ★ ★ ★
★ ★



Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Excel Accounting 2: Worksheet, Opening Balances & Subledger

KEY FEATURES

Create an accounting system starting from a blank Excel worksheet and add begging balances to your accounts. In this course, you will learn how to navigate Microsoft Excel as well as how to create a well-designed accounting worksheet, complete with a general journal, trial balance, general ledger, and subsidiary ledgers for accounts receivable, accounts payable, and inventory.

4.4/5 average rating:
★ ★ ★ ★
★ ★

  • Access 10 lectures & 2 hours of content 24/7
  • Create an accounting system in Excel
  • Enter beginning account balances into a new accounting system
  • Navigate Microsoft Excel
  • Enter beginning balances for inventory & create an accompanying subsidiary ledger
  • Enter beginning balances for accounts receivable & create an accompanying subsidiary ledger
  • Enter beginning balances for accounts payable & create an accompanying subsidiary ledger

NOTE: Software NOT included

PRODUCT SPECS

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: beginner
  • Have questions on how digital purchases work? Learn more here

Requirements

  • Microsoft Excel, Google Sheets, or other spreadsheet program

THE EXPERT

Robert Steele | CPA, CGMA, M.S. Tax, CPI

4.4/5 Instructor Rating:
★ ★ ★ ★
★ ★



Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Excel Accounting 3: Enter First Month of Transactions

KEY FEATURES

This course will teach you how to navigate Microsoft Excel as well as how to use a well-designed accounting worksheet, complete with a general journal, trial balance, general ledger, subsidiary ledgers for accounts receivable, accounts payable, & inventory, financial statements and much more.

Excel is a very good tool to learn accounting because it is much more transparent than a database program, like accounting software, QuickBooks being a common example of accounting software. For most new steps in the process, you will have access to a downloadable Excel Workbook, containing at least two tabs, one with the answer, the new steps being completed, and the other starting out where the prior presentation left off.

4.4/5 average rating:
★ ★ ★ ★
★ ★

  • Access 16 lectures & 5 hours of content 24/7
  • Record financial transactions into an accounting system using an Excel worksheet
  • Record the impact of each financial transaction on the general ledger, subsidiary ledgers, trial balance & financial statements
  • Enter transactions related to the selling of inventory
  • Learn how & why to use the undeposited funds accounts often seen in accounting software like QuickBooks
  • Create month end financial statements

NOTE: Software NOT included

PRODUCT SPECS

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: beginner
  • Have questions on how digital purchases work? Learn more here

Requirements

  • Microsoft Excel, Google Sheets, or other spreadsheet program

THE EXPERT

Robert Steele | CPA, CGMA, M.S. Tax, CPI

4.4/5 Instructor Rating:
★ ★ ★ ★
★ ★



Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Excel Accounting 4: Enter Data & Track Current Month and YTD

KEY FEATURES

This course will enter a month’s worth of data input into an accounting system using Excel, which has already been set up and includes one month of data input. Learners will learn how to navigate Microsoft Excel and use a well-designed accounting worksheet, complete with a general journal, trial balance, general ledger, subsidiary ledgers for accounts receivable, accounts payable, & inventory, financial statements, and much more.

4.6/5 average rating:
★ ★ ★ ★
★ ★

  • Access 23 lectures & 6 hours of content 24/7
  • Enter transactions into an accounting system using Excel
  • Create reports for the current month & for the year to date
  • Enter transactions into a general journal
  • Post transactions to a general ledger
  • Create a trial balance for the current month & the year to date
  • Create subsidiary ledgers for accounts receivable, accounts payable & inventory
  • Create financial statements for one month & for the year to date

NOTE: Software NOT included

PRODUCT SPECS

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: beginner
  • Have questions on how digital purchases work? Learn more here

Requirements

  • Microsoft Excel, Google Sheets, or other spreadsheet program

THE EXPERT

Robert Steele | CPA, CGMA, M.S. Tax, CPI

4.4/5 Instructor Rating:
★ ★ ★ ★
★ ★



Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Excel Accounting 5: Bank Reconciliations – Month 1 & 2

KEY FEATURES

This course will focus on creating bank reconciliations after two months of financial data was entered into an accounting system using Excel. For most new steps in the process, you will have access to a downloadable Excel Workbook containing at least two tabs, one with the answer, the new steps completed, and the other starting where the prior presentation left off.

Because cash is the lifeblood of the business and because every transaction will impact at least two accounts, due to the double entry accounting system, verifying cash transactions also provides a huge internal control over the rest of the accounting system, including the revenue cycle, the expenses cycle, and the employee cycle.

4.5/5 average rating:
★ ★ ★ ★
★ ★

  • Access 6 lectures & 1 hour of content 24/7
  • Understand why the bank reconciliation process is important
  • Describe the bank reconciliation process
  • Complete a bank reconciliation process after the first month of operations, explaining the problems often faced during the first bank reconciliation
  • Complete a bank reconciliation after the second month of operations, explaining how the outstanding items in the first month will be included
  • Define outstanding checks & how they are shown on the bank reconciliation
  • Define outstanding deposits & how the are shown on the bank reconciliation

NOTE: Software NOT included

PRODUCT SPECS

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: beginner
  • Have questions on how digital purchases work? Learn more here

Requirements

  • Microsoft Excel, Google Sheets, or other spreadsheet program

THE EXPERT

Robert Steele | CPA, CGMA, M.S. Tax, CPI

4.4/5 Instructor Rating:
★ ★ ★ ★
★ ★



Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Excel Accounting 6: Adjusting Entries & Financial Statements

KEY FEATURES

This course will focus on period-end adjusting entries, entries needed to report financial statements accurately on an accrual basis. Learners will know how to navigate Microsoft Excel and use a well-designed accounting worksheet, complete with a general journal, trial balance, general ledger, subsidiary ledgers for accounts receivable, accounts payable, & inventory, financial statements, and much more. For most new steps in our accounting practice problem, you will have access to a downloadable Excel Workbook containing at least two tabs, one with the answer, the new tasks completed, the other starting where the prior presentation left off.

4.6/5 average rating:
★ ★ ★ ★
★ ★

  • Access 15 lectures & 4 hours of content 24/7
  • Know what adjusting entries are & how they fit into the accounting process
  • Enter adjusting & reversing entries for accrued interest
  • Enter adjusting & reversing entries for accounts receivable or revenue
  • Enter adjusting entries for prepaid insurance
  • Enter adjusting entries for depreciation
  • Enter adjusting & reversing entries for unearned revenue
  • Enter adjusting entry to break out the short-term & long-term portion of loans
  • Create financial statements from an adjusted trial balance

NOTE: Software NOT included

PRODUCT SPECS

Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: beginner
  • Have questions on how digital purchases work? Learn more here

Requirements

  • Microsoft Excel, Google Sheets, or other spreadsheet program

THE EXPERT

Robert Steele | CPA, CGMA, M.S. Tax, CPI

4.4/5 Instructor Rating:
★ ★ ★ ★
★ ★



Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curricula since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

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