FormulaCamp
Completed
← All paths
Learning paths

Excel for Accountants & Bookkeepers

Excel for accountants and bookkeepers: reconcile ledgers, clean bank exports, build payroll and P&L sheets, and audit your own work.

29 lessons · about 8 h · 23 lessons are free

0 of 29 lessons done

Start the path

Who it is for

Bookkeepers, accounting clerks, accountants and anyone who closes the month in spreadsheets: ledgers, bank statements, invoices and payroll.

What you will be able to do

  • Reconcile two lists in minutes with VLOOKUP, INDEX + MATCH and conditional sums
  • Clean messy bank and ERP exports: numbers stored as text, duplicates, odd dates
  • Summarize a year of transactions with PivotTables and build a clear P&L and cash view
  • Round correctly, trace errors and add check totals so your workbook can be audited

Lessons in this path

  1. 1Cells, Rows and RangesFreelesson15 min
  2. 2Data Types: Numbers, Text, Dates, LogicFreelesson15 min
  3. 3Cell FormatsFreelesson15 min
  4. 4Your First FormulaFreelesson15 min
  5. 5Arithmetic and PercentagesFreelesson15 min
  6. 6Absolute References ($)Freelesson15 min
  7. 7The SUM FunctionFreelesson15 min
  8. 8ROUND and Its RelativesFreelesson15 min
  9. 9The IF FunctionFreelesson15 min
  10. 10COUNTIF and SUMIFlesson15 min
  11. 11Multiple Conditionslesson15 min
  12. 12The VLOOKUP FunctionFreelesson15 min
  13. 13INDEX + MATCHFreelesson15 min
  14. 14References Between SheetsFreelesson15 min
  15. 15Formula Errors and How to Fix ThemFreelesson20 min
  16. 16IFERROR and Checking FunctionsFreelesson15 min
  17. 17Cleaning Datalesson15 min
  18. 18Numbers Stored as Text and Dates from CSVlesson20 min
  19. 19Duplicates and Text to ColumnsFreelesson15 min
  20. 20Filter and SUBTOTALFreelesson15 min
  21. 21Data Validation and Dropdown ListsFreelesson15 min
  22. 22PivotTableFreelesson15 min
  23. 23PivotTable with Rows and ColumnsFreelesson15 min
  24. 24Conditional Formatting with a FormulaFreelesson15 min
  25. 25Project: Payroll SheetFreeproject30 min
  26. 26Loans: PMT and Total InterestFreelesson15 min
  27. 27P&L and Cash Flow: Profit Is Not Cashlesson25 min
  28. 28Dependency Auditing and Check Totalslesson25 min
  29. 29Headers, Footers and PDF ExportFreetheory and quiz15 min

Interview-style questions

Typical tasks and questions for this role. Each one is taught in a lesson of the path.

  1. You have a bank statement and a ledger. How do you find the payments that are in one but not in the other?

    Learn it in: The VLOOKUP Function

  2. A bank export shows amounts left-aligned and SUM returns 0. What is wrong and how do you fix it?

    Learn it in: Numbers Stored as Text and Dates from CSV

  3. How do you total expenses for one cost center within a date range without a PivotTable?

    Learn it in: Multiple Conditions

  4. Why can a column of rounded VAT amounts differ from the rounded total, and how do you handle it?

    Learn it in: ROUND and Its Relatives

  5. How do you prove to a reviewer that your workbook adds up?

    Learn it in: Dependency Auditing and Check Totals

Practice

Other paths