Basic Excel for Basic Bookkeeping and Accounting

Microsoft Excel templates included. Microsoft Excel From Beginner to Professional. Microsoft Excel Tips and Tricks.

Created by: Calvin Lee, CPA, CA, MBA
Accountant, Bookkeeper, Business Consultant, Author

What Will I Learn?

• Microsoft Excel basics
• Subtitles/captions available in English, French, Hindi, Simplified Chinese, and Spanish
• Adding numbers, subtracting, multiplying, and dividing
• Using formulas to work with numbers
• Inserting columns and rows
• Using cell format (bold, font size, highlight, etc.)
• Using Format Painter to quickly copy cell formatting
• Using Wrap text in a cell
• Formatting numbers using dollar sign, percentage, decimals
• Conditional formatting to add colors to make sense of cell data
• Using charts (i.e. pie chart) to present your data
• Sorting and filtering numbers
• Using "Freeze Panes" to see columns and row headings
• VLookup, HLookup, Sumif
• Pivot Tables

Requirements

• No prior knowledge needed.

Target audience

• Beginner bookkeeping & accounting students
• People who need to use Excel in their work or life