Accounting with MS Excel 2019 Suite

Details

Learning Excel is an important first step toward an accounting career. As the most widely-used spreadsheet software, Microsoft Excel is used by accountants to analyze data, create reports, and prepare forecasts. This online accounting course suite will teach you fundamental accounting skills, while training you to use Microsoft Excel 2019.

Introduction to Microsoft Excel 2019:

Become proficient in using Microsoft Excel 2019 (now available through Office 365) and discover how to create worksheets, workbooks, charts, and graphs quickly and efficiently.

Intermediate Microsoft Excel 2019:

Take your Microsoft Excel 2019 skills to the next level as you master charts, graphs, PivotTables, Slicers, Sparklines, AutoFilter, macros, and other advanced Excel functions.

Accounting Fundamentals:

Gain a marketable new skill by learning the basics of double-entry bookkeeping, financial reporting, and more.

Accounting Fundamentals II:

Learn the high demand accounting skills needed at small-to-medium sized businesses.

Please complete the courses in the bundle two months apart to avoid overlapping. Suite bundles are not eligible for partial drops or refunds. Transfers to other open sessions of the same course are available. Please refer to your school for additional details regarding drops, transfers, and refunds on Suite bundles.

Enrollment Options:

Instructor-Led
6 Weeks Access Course Code: B9579
Start Dates* Nov 13 | Dec 18 | Jan 10 | Feb 07
*Choose start date in cart

$495.00

USD

Enroll before 31th May and get high quality lamination on your hardcopy certificate absolutely free! Use your certificate to your advantage by showing your certified credentials to prospective employers and recruiters.

Syllabus

  1. Accounting Fundamentals
    1. Account Classifications, Account Titles, T Accounts, and the Accounting Equation
    2. General Ledger Accounts and the Balance Sheet
    3. Journalizing Transactions and Posting to the General Ledger
    4. Journalizing and Posting Cash and Charge Purchases and Payments on Account
    5. Journalizing and Posting Cash and Charge Sales and Cash Received on Account
    6. Payroll and Various Deductions
    7. Banking Services and Reports
    8. Posting Journal Totals to the General Ledger and Schedule of Accounts Payable and Schedule of Accounts Receivable
    9. End-Of-Year Worksheet
    10. End-Of-Year Financial Reports
    11. Journalizing and Posting Adjusting Entries
    12. Journalizing and Posting Closing Entries and Preparing a Post Closing Trial Balance
  2. Accounting Fundamentals II
    1. Accounts Payable
    2. Accounts Receivable
    3. Uncollectible Accounts Receivable
    4. Plant Assets and Depreciation
    5. Notes Payable and Notes Receivable
    6. Accrued Income and Accrued Expenses
    7. Dividends and Starting the Year-End Worksheet
    8. Complete Year-End Worksheet With Adjustments
    9. End-Of-Fiscal-Period Financial Reports
    10. Adjusting and Closing Entries and Post Closing Trial Balance
    11. Preparing a Payroll
    12. Preparing Federal Tax Deposits and Year-End Tax Reports
  3. Intermediate Microsoft Excel 2019
    1. Excel Charts and Graphs
    2. More Excel Charts
    3. AutoFilter and Sorting
    4. Goal Seeking
    5. Pivot Tables
    6. Advanced PivotTables
    7. Solver
    8. Sparklines
    9. Macros
    10. Introduction to Functions
    11. Math/Trig Functions
    12. VLOOKUP, INDEX, and MATCH Functions
  4. Introduction to Microsoft Excel 2019
    1. Excel Basics
    2. Creating a Worksheet
    3. Time-Savers
    4. Relative, Absolute, Mixed, and Circular References
    5. Three-Dimensional Workbooks
    6. Sorting, Subtotaling, and Filtering
    7. Charting Basics
    8. Advanced Charting Techniques
    9. Intro to Excel's Statistical Functions
    10. Financial Functions
    11. Worksheet Automation
    12. Mastering Excel's IF Function

Requirements

Hardware Requirements:

  • This course can be taken on either a PC or Mac.

Software Requirements:

  • PC: Windows 8 or newer.
  • Mac: OS X Snow Leopard 10.6 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox are preferred. Microsoft Edge and Safari are also compatible.

Other:

  • Email capabilities and access to a personal email account.

Prerequisites

There are no prerequisites to take this course.

Instructor

Chad Wambolt

Chad Wambolt has spent his entire professional career in the finance field, working for both private and publicly-held companies with sales ranging from $500 million to $3 billion. He is a graduate of Boise State University, where he obtained his bachelor's degree in accounting. Through the course of his career, Wambolt became an expert user of Microsoft Excel. Since 1997, he has taught Excel to students of varying skill levels and helped organizations streamline internal processes.

Nancy Koenig

Nancy Koenig is an experienced industry professional with over 40 years in the workforce, including decades in finance. Nancy has worked in various finance roles in banking, insurance, and a hospital billing office. For the last 27 years of her career, she was an administrative assistant at a technical school, which involved running and overseeing the entire budget, amongst other duties. Nancy has also held part-time jobs as a bookkeeper for an auto parts store and a cable company, where she used QuickBooks computerized software. Over the past several years, she has also co-taught the Accounting Fundamentals and Accounting Fundamentals II courses with Charlene Messier.

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