The Microsoft Excel for Accounting Expert Bundle

6 Courses & 26 Hours
You save 97% -

What's Included

Excel Accounting 1: Transactions for Common Data Input Forms
  • Experience level required: Beginner
  • Access 23 lectures & 8 hours of content 24/7
  • Length of time users can access this course: Lifetime

Course Curriculum

23 Lessons (8h)

  • Your First Program
  • Create Excel Worksheet
    1025 Create Accounting Worksheet Part 119:13
    1028 Create Accounting Worksheet Part 211:04
    1031 Create Accounting Worksheet Part 313:20
    1034 Create Accounting Worksheet Part 47:50
    1037 Create Accounting Worksheet Part 517:14
    1040 Create Accounting Worksheet Part 615:58
    1043 Create Accounting Worksheet Part 78:28
    1046 Create Accounting Worksheet Part 815:58
    1049 Create Accounting Worksheet Part 927:54
    1052 Create Accounting Worksheet Part 1018:39
    1055 Create Accounting Worksheet Part 1119:31
  • Vendor Cycle, Purchases Cycle, or Accounts Payable Cycle Transactions
    1180 Bill Form27:09
    1200 Pay Bills Form Check21:38
    1260 Check Form22:14
    1280 Void Check Prior Period Adjustment25:57
  • Customer Cycle, Sales Cycle, or Accounts Receivable Cycle Transactions
    1340 Invoice Form28:09
    1360 Receive Payment Form27:59
    1380 Deposit Form33:18
    1400 Sales Receipts Form26:30
    1420 Credit Memo Refund Form & Bad Debt Expense Service Item29:55
    1488 Credit Memo with Inventory33:13
  • Employee Cycle- Payroll Cycle Transactions
    1520 Pay Employees Form18:24
    1522 Pay Employees Form Part 226:18

Excel Accounting 1: Transactions for Common Data Input Forms

Robert Steele

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.


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


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


  • Microsoft Excel, Google Sheets, or other spreadsheet program


  • Unredeemed licenses can be returned for store credit within 30 days of purchase. Once your license is redeemed, all sales are final.
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