Practical Excel Training - Basic Excel for Basic Bookkeeping

Paula Guilfoyle, CPA, Online Educators, Lifelong Learner

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24 Lessons (1h 3m)
    • 1. Courseintro

      1:10
    • 2. Section 1 overview

      0:59
    • 3. Excel - The basics 1

      4:23
    • 4. Excel - The basics 2

      4:28
    • 5. Excel - The basics 3

      3:01
    • 6. Review

      0:34
    • 7. Introduction to Daybooks, Bookkeeping and Accounting

      1:10
    • 8. Sales and sales returns daybook

      2:04
    • 9. Purchase and purchase returns daybook

      2:00
    • 10. Petty Cash

      1:29
    • 11. Bank

      3:23
    • 12. Review 2

      3:00
    • 13. Introduction to working with Data

      1:00
    • 14. Working with data 1

      9:37
    • 15. Working with data 2

      6:30
    • 16. Organizing and sorting data introduction

      0:35
    • 17. Organizing and sorting data 1

      2:54
    • 18. Organizing and sorting data 2

      4:18
    • 19. Review

      0:34
    • 20. Introduction to Analyzing data

      0:21
    • 21. Analyzing data 1

      2:18
    • 22. Analyzing data 2

      6:19
    • 23. Analyzing data

      0:23
    • 24. Conclusion

      0:58

Project Description

Please download the attached workbook and practice the examples as you go through the class

When you have a section complete - post the Section number and complete so we know that you are completing the exercises

If you have any questions, please do not hesitate in contacting me

Section 1: 

To ensure that you have gained an understand of this section, try out the following

Open a new workbook in Excel

Save a new workbook

Select cell A2 and type in your name

Select cell A2 and delete your name

Undo the delete so that your name reappears.

Using the sample Day Book file from section 2, have a go at the following (if you get stuck, don't be afraid to post a question on the discussion board)

1. On the worksheet, Pastespecial, Find the value 500 and replace it with 1.42

2. On the worksheet, Pastespecial, use the paste special function to multiple all of the values in column A by the multiplier value in cell C1

3. On any Day Book that has row 2 blank, delete this row.

4. Format the Day Book Name on each day book so that it has been merged and centered.

5. Ensure dates and % are in the correct format

6. Enter any missing columns to the petty cash day book including any necessary formula

Using the workbook you have been working on, complete the following

1, Create a table for each of the day books

2. On the sheet Salestax_vat, give a name to the sales tax rates range.

3. In each of the Day Books, set up data validation for the sales tax rates, so that the % are pulled directly from the named list that you set up in 2 above.

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Student Projects