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Excel for Accounting Course Overview
Excel for Accounting Course Outline
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
Who should attend this Excel for Accounting Course?
The Excel for Accounting Training is tailored for professionals in the field of accounting who want to enhance their proficiency in Microsoft Excel for financial analysis, reporting, and data management. This Microsoft Excel Training is well-suited for a variety of professionals, including:
- Accountants
- Financial Analysts
- Auditors
- Bookkeepers
- Finance Managers
- Cost Accountants
- Forensic Accountants
- Budget Analysts
Prerequisites of the Excel for Accounting Course
There are no formal prerequisites for the Excel for Accounting Training. However, delegates should have a basic understanding of accounting principles and Microsoft Excel functionality.
Excel for Accounting Course Overview
The Excel for Accounting Course is a specialised Microsoft Excel Training Course tailored for accounting professionals. As Microsoft Excel remains an indispensable tool in the finance and accounting sectors, this course delves deep into its functionalities. It bridges the gap between general Excel knowledge and specific accounting applications, making it highly relevant in today's data-driven business environment.
Understanding and mastering Microsoft Excel is crucial for Accountants and Financial Analysts. These professionals rely heavily on Excel for data analysis, financial modelling, and reporting. The Excel for Accounting Course is designed specifically for those who seek to enhance their analytical skills and efficiency in financial tasks using Microsoft Excel Courses.
This 1-day training offered by The Knowledge Academy is a comprehensive course that enables delegates to gain hands-on experience. Delegates will learn advanced Excel features relevant to accounting, such as complex formulas, data visualisation techniques, and automation of repetitive tasks. The course is structured to provide immediate practical benefits, improving workflow and decision-making capabilities.
Course Objectives
- To equip delegates with advanced Excel skills tailored for accounting and financial tasks
- To enable understanding of complex formulas and functions relevant to financial analysis
- To enhance data visualisation techniques for creating impactful financial reports
- To teach automation methods for streamlining repetitive accounting processes
- To improve accuracy and efficiency in financial modeling and forecasting
- To foster the ability to integrate Excel with other accounting software and tools
Upon completing this course, delegates will not only be proficient in utilising Excel for accounting purposes but also be able to apply these skills effectively in their professional roles. This proficiency will lead to increased efficiency and accuracy in financial reporting and analysis, greatly benefiting their organisations.
What’s included in this Excel for Accounting Course?
- World-Class Training Sessions from Experienced Instructors
- Excel for Accountants Certificate
- Digital Delegate Pack
Why choose us
Ways to take this course
Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Excel for Accounting Course. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.
Live classes
Join a scheduled class with a live instructor and other delegates.
Interactive
Engage in activities, and communicate with your trainer and peers.
Global Pool of the Best Trainers
We handpick from a global pool of expert trainers for our Online Instructor-led courses.
Expertise
With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.
Global Reach
With classes running in all timezones, access any of our courses and course material from anywhere, anytime.
Unlock your potential with The Knowledge Academy's Excel for Accounting Course, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.
Experience the most sought-after learning style with The Knowledge Academy's Excel for Accounting Course. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Excel for Accounting Course sessions.
Highly experienced trainers
Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience
State of the art training venues
We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible
Small class sizes
Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment
Great value for money
Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value
Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Excel for Accounting Course at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.
Tailored learning experience
Leverage benefits offered from a certification that fits your unique business or project needs
Maximise your training budget
Cut unnecessary costs and focus your entire budget on what really matters, the training.
Team building opportunity
Our Excel for Accounting Course offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings
Monitor employees progress
The course know-how will help you track and evaluate your employees' progression and performance with relative ease
What our customers are saying
Trainer was great! Took the time and effort to explain everything and made sure everyone understood prior to moving forward.
Kaitlyn McClung
He is so patient & kind, always offering to stop, answer questions or re-review the training materials.
Sonja Stevenson
Sameer is an excellent teacher. I learned a lot in the Excel for Accountant class.
Nana Antwi
Excel for Accounting Course FAQs
Microsoft Excel, also known as MS Excel, is a spreadsheet program developed by Microsoft Corp. MS Excel has various tools and methods for arranging, sorting, visualising, representing, and analysing data.
This course is crucial for mastering essential tools in financial analysis and decision-making, vital for accounting professionals' efficiency and accuracy in their roles.
There are no formal prerequisites to attend this Excel for Accountants Certification Course. However, having some basic understanding of operating desktop or PC and Excel can be beneficial for the delegates.
This Excel for Accountants Certification Course is designed for anyone who wants to gain in-depth knowledge about Microsoft Excel's features to handle and manage a large amount of data and improve their productivity.
MS Excel will improve your professional knowledge and enhance your analysing techniques. Nowadays, Excel is crucial and is needed in almost all areas of work and knowing Excel before starting a new job aids to boost your growth opportunities at the workplace.
Excel proficiency is vital for efficient financial analysis and reporting, essential for advancing in your accounting career and meeting industry demands.
The duration of this Excel for Accountant Course spans across 1 day.
In this training course, delegates will have intensive training with our experienced instructors, a digital delegate pack consisting of important notes related to this course, and a certificate after course completion.
You'll master advanced formulas, pivot tables, and financial modelling, crucial for accounting tasks in this Excel for Accountants Course. You will also gain expertise in Excel's application for comprehensive financial analysis and decision support.
Upon completing the Excel for Accountants Course, you'll gain advanced skills in financial modelling, data analysis, and reporting. You'll become proficient in using complex formulas, pivot tables, and macros, essential for effective financial management and analysis.
Yes, The Knowledge Academy offers support via phone & email before attending, during, and after the course. Our customer support team is available to assist and promptly resolve any issues you may encounter.
The Excel for Accountants Training Course does not include an exam. The focus is on practical skills and application, ensuring you gain the necessary expertise to effectively use Excel in accounting roles.
Completing an Excel for Accountants Training Course opens career opportunities in accounting, financial analysis, and data management roles. You'll be well-prepared for positions such as financial analyst, accounting manager, and business intelligence analyst, enhancing your professional prospects.
Who should I contact if I am unable to access my Excel for Accountants Certification in Puerto Rico?
If you face any issues in accessing the course materials, then you can reach out to our customer support team who will provide you with quick assistance to resolve the issue.
Yes, after completing this Excel for Accountants Course you will receive a certificate of completion to validate your achievement and demonstrate your proficiency in the course material.
The Excel for Accountants Course provides a practical qualification demonstrating your expertise in advanced Excel functions tailored for accounting. You'll receive a certificate showcasing your ability to perform complex financial analyses, enhance reporting accuracy, and streamline accounting processes.
The Knowledge Academy in Puerto Rico stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking this Excel for Accountants Course.
The training fees for Excel for Accounting Coursein Puerto Rico starts from $1595
The Knowledge Academy is the Leading global training provider for Excel for Accounting Course.
Please see our Microsoft Excel Courses courses available in Puerto Rico
Why choose us
Best price in the industry
You won't find better value in the marketplace. If you do find a lower price, we will beat it.
Many delivery methods
Flexible delivery methods are available depending on your learning style.
High quality resources
Resources are included for a comprehensive learning experience.
"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"
Joshua Davies, Thames Water
Excel For Accounting Course in Puerto Rico
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