EXCEL FOR BEGINNERS, Auditors & Accountants

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  • Опубликовано: 19 июл 2024
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    Hi y'all and Happy Sunday! Today I'm sharing some basic Microsoft Excel formulas, functions and shortcuts for accountants and anyone else who wants to learn to efficiently use Excel! Below are time stamps of topics:
    01:00 Basics for using Excel
    02:56 Paste special values
    04:08 Keyboard shortcut to undo (ctrl + z)
    05:00 Freeze panes
    06:35 Basic formulas in Excel like Sum
    07:38 Keyboard shortcut to move around efficiently
    08:50 Pivot table
    11:50 SumIf formula
    14:00 What a $ dollar sign in Excel means
    15:17 vlookup
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    All opinions are my own and are from my personal experiences/ observations. They are not on behalf of any company. I'm just sharing to provide a different perspective. Base your opinions on what is true for yourself.
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Комментарии • 266

  • @VVrealities
    @VVrealities Год назад +6

    Lol I used to watch u when I was 22...now I'm 29. It took me 8 years to complete my accounting degree. I'm back here again. God bless u. I now have a job..I graduated last year. Thank you for everything

  • @SimplyMente
    @SimplyMente 4 года назад +13

    Class of 2020...waiting to graduate virtually 🤣🤣🤣🤣... But decided am going to leave quarantine with all skills for my accounting job... Nice video... Have learnt alot

  • @TheKrystolMethod
    @TheKrystolMethod 3 месяца назад +1

    I know you did this 5 years ago but this is so helpful as I'm not that good with excel. Normally with me using Excel I just have to keep track of what's already been started

  • @fr33man80
    @fr33man80 5 лет назад +26

    You explain this so much quicker and clearly than my professor. Thank you and I fully support you if you want to keep making videos like this. Its helpful

    • @WithStephie
      @WithStephie  5 лет назад +3

      Wow thank you so much!! 💗

  • @fatedgaming6550
    @fatedgaming6550 2 года назад

    great effort! Ive recently started to study accounting and i was lost as to how the formulas worked. This gave me the answers to everything i was hoping for thanks so much!

  • @manny_the_creative9678
    @manny_the_creative9678 3 года назад +5

    Finally a video that actually goes step by step and makes sense. Thank you for the Tutorial 😇

  • @marioandluigi54321
    @marioandluigi54321 5 лет назад +2

    I love this video - super useful since I just started. I’ve been subbed for over a year now and have loved all your advice and vlogs. Thank you Stephie!

  • @carlobambi9035
    @carlobambi9035 3 года назад

    This video of you showing tips and tricks in excel deserves a big fat like. Loving this type of content!

  • @jenniferbrat
    @jenniferbrat 3 года назад +9

    i’m a newly admitted accounting student and wanted to start teaching myself excel. i took a computer class before, but we didn’t go too in depth on excel and i know that’s where pretty much all accounting data goes. i thought i knew a pretty decent amount about excel, but i was so wrong! my jaw dropped when i found out that i could freeze headers at 5:26 😭 thank you so much for this video! so very helpful!!

  • @dorisjames3170
    @dorisjames3170 2 года назад

    I’m about to move into a new house and found your move video, I recently started a new data mgmt job and feel so Blessed for this awesome guide to Excel formulations-thank you!

  • @optimusprime3143
    @optimusprime3143 5 лет назад +1

    Thx for vlookup , pivot table data value change and Use of F4 for freezing column and Row for formula

  • @Marangelize
    @Marangelize 5 лет назад +1

    Thank you! I love this kind of videos, please please do more and
    more

  • @chrisvu422
    @chrisvu422 5 лет назад +5

    Wow! Thank you so much for posting this tutorial. I absolutely love your videos since I declared my Accounting major!
    I have an interview Monday for a regional CPA firm as an Audit Intern next summer. I’m so excited yet nervous because I really want this position. Do you have an advice for intern for interviews
    Thank you so much!
    XOXO

  • @huyphamvuong1026
    @huyphamvuong1026 5 лет назад +1

    This video is super helpful to me. Thank you so much !!

  • @pallavideepaksherigar445
    @pallavideepaksherigar445 5 лет назад +2

    You are the best❣looking forward to the series✌

  • @patrickjohnson721
    @patrickjohnson721 3 года назад

    Absolutely brilliant, thank you very much for the great tutorial! x ☺️☺️

  • @Dana-wr2tt
    @Dana-wr2tt 5 лет назад +5

    OMG thanks so much for this. I just started full time as an audit associate and didn't follow along well with the excel training we were given. I was literally just thinking about how Ill probably need to watch a tutorial on pivot tables and v lookups, then saw ur video!! I really was not in the mood to watch a lecture on excel, but yours feels like I'm just watching another fun (non work related) youtube video. :)

    • @WithStephie
      @WithStephie  5 лет назад +1

      I am so glad! I was worried it was going to be boring and glad it was tolerable haha 💗

    • @Dana-wr2tt
      @Dana-wr2tt 5 лет назад

      haha yeah u could not have put this up at a more perfect time. all the new hires at the bigger firms are just starting and need this desperately !

  • @Yorfallon21
    @Yorfallon21 5 лет назад +9

    I feel really good about how much I know. I currently do bookkeeping and know how to do most of these. I am a sophomore in college and I haven't started my Acct. classes yet. I am so bummed. Feel like its gonna be hard(time consuming) getting my BBA. Thanks for the extra knowledge!

    • @baselahmed6298
      @baselahmed6298 3 года назад

      M on the sec y of Acc hope we can get n touch tho we can help each other by exchanging knowledge 😊

  • @anrr5317
    @anrr5317 5 лет назад +17

    this is so helpful... please more excel and accounting software :)

  • @paulino_ayo
    @paulino_ayo 3 года назад

    Awesome informative video! Very in-context and practical. Thank you

  • @sierraneubauer2854
    @sierraneubauer2854 5 лет назад +1

    Loved this. So much help!!

  • @leyr501
    @leyr501 2 года назад +1

    Due to pandemic, it's hard to cope up with my study and the things I need to learn about my course but I don't wanna graduate unequipped with at least basic knowledge so I'm here in youtube.

  • @SHOAIBANSARIvlogs
    @SHOAIBANSARIvlogs 2 года назад +1

    I am Shoaib from Pakistan.
    I am learning excel from your video!

  • @micheleann1737
    @micheleann1737 5 лет назад +1

    Great video. I wasn't aware of all the shortcut keys in excel.

  • @emztweety95
    @emztweety95 5 лет назад +1

    Thank you for this. You are very helpful!!

  • @daliacaleia9883
    @daliacaleia9883 5 лет назад +1

    that was so hepfull!! I´m glad I found your channel, and I wish you post more videos like this. Thanks!!

  • @mariosrizk
    @mariosrizk 2 года назад

    i am so thankful for this i am Financial Analyst and i really need allot of Excel advance and shortcuts please do stop teach us :) your so much help!!!!! highly appreciated

  • @hezronsanga2991
    @hezronsanga2991 3 года назад

    Your awesome, i listen the video and end up close all my notes which i was try to path through so as i can understand the excel, thanks for this gift.

  • @kennethalaka1536
    @kennethalaka1536 4 года назад +1

    Wow..you make learning excel so easy!!! thank you so much!!!!!!!

  • @erici.8805
    @erici.8805 3 года назад

    We all appreciate you! Very helpful thank you so much!

  • @secunatutoriais2537
    @secunatutoriais2537 4 года назад +4

    Congratulation from Guiné-Bissau. I am Excel teacher. I love Excel!

  • @beautybitten
    @beautybitten 5 лет назад +38

    LOL I'M GEEKING OUT OVER THIS VIDEO. I love excel hahahaha. Learning Excel as part of my business pre-req was the one class that I found extremely useful after college. Your work life is so much easier when you know shortcuts, formulas, and pivot tables. I still love using Excel to organize my personal life.

  • @silasshoots
    @silasshoots Год назад

    "Pivot, pivot"
    Really useful quick video thanks so much!

  • @yashshah7250
    @yashshah7250 3 года назад +2

    Hi Stephie!
    Thanks for the Awesome Video!
    Please do post more videos on Excel :)

  • @asianartifactful
    @asianartifactful 5 лет назад +1

    more please! this was super insightful and easy to follow!

  • @nuruldahiahdarmawi4548
    @nuruldahiahdarmawi4548 3 года назад

    needed this because im starting my internship in few months. thank you so much!

  • @Erick-bg3cw
    @Erick-bg3cw 5 лет назад +1

    Thank you! I've been watching so many videos online about excel, since its one of my weaknesses. This was really helpful. 2 more semesters before I get my B.S in Accounting!

    • @WithStephie
      @WithStephie  5 лет назад +1

      Woohooooo almost done 🙌🙌🙌

    • @baselahmed6298
      @baselahmed6298 3 года назад

      M on the sec y of Acc hope we can get n touch tho we can help each other by exchanging knowledge 😊

  • @summerchen1912
    @summerchen1912 5 лет назад +1

    Thanks for sharing! It’s really helpful 👍🏻👍🏻👍🏻

  • @maryhiano9154
    @maryhiano9154 5 лет назад +2

    Hi Stephie, yes more beginner content like this please and also I love your friendly sisterly advice series xox

  • @yeahitsevelyn
    @yeahitsevelyn 3 года назад +3

    So happy I found this video... everything is simple, clear, and to the point
    I'm still a freshman at my college, but I am definitely gonna learn this now and save this video for future reference !:)

  • @sarahdominiquef.villano4808
    @sarahdominiquef.villano4808 5 лет назад +12

    Thank you for creating this video. I appreciate how you want to impart knowledge you have in this field of study. You are an awesome person! You make it interesting to learn skills such as this one. May I ask if you happen to use quickbooks or any other accounting software, and may you share how to use it? If no, is excel the simplest one to use?

    • @WithStephie
      @WithStephie  5 лет назад +2

      Awww thank you for the kind words love!! I do use a couple of general ledger/ financial reporting tools but I wouldn't be able to share since it's my company's information. I actually have never used quickbooks before but I have used peachtree. Excel is definitely what we use most though as auditors outside software provided by company or accounting firm.

  • @Brittt001
    @Brittt001 5 лет назад +48

    Just started in public accounting and NEEDED this video. Thanks!!

    • @Elpaladino1
      @Elpaladino1 5 лет назад

      Same with me... Thumbs up + comment for great video!

    • @mrdavid3163
      @mrdavid3163 5 лет назад +1

      Hello dear u look so nice wow

    • @biapac7849
      @biapac7849 4 года назад +4

      @@mrdavid3163 Looks like she didn't care much bro 😂

    • @vinniechan
      @vinniechan 4 года назад +1

      One thing I got repeatedly told off by my senior is rounding issue
      U need to use the round formula to make absolutely sure the decimals are properly dropped off and then u fix the rounding
      Simple displaying 2 or 3 decimal places won't do

    • @admiredanai8969
      @admiredanai8969 3 года назад

      Hello will love to learn a lot from you.Am starting
      my public practice,am in Africa.

  • @carsonscott2772
    @carsonscott2772 5 лет назад +1

    SUCH a good video!!! Thank you!

  • @tatanacio91
    @tatanacio91 2 года назад

    Thanks for the useful video! Definitely using these for my job!
    Also, loving the FREINDS reference 😂 PIVOTTTTT. Definitely one of the funniest scenes along with Phoebe imitating the bagpipes

  • @pradachik
    @pradachik 5 лет назад +1

    Omg love this! Please do more excel in depth! I am a new subscriber and love all your videos and this is so extremely useful. I will be watching this video on repeat a lot as i practice! Thanks!

  • @rmmccarthy1240
    @rmmccarthy1240 2 года назад

    Outstanding! Thanks for the lesson!

  • @bryenyap6572
    @bryenyap6572 5 лет назад +1

    This is very helpful especially when i needed to do accounting work in excel as a non accountant xD love the way you teach

  • @AishHumairaa
    @AishHumairaa 3 года назад

    Thank you so much ! This is so helpful 😍

  • @anthonystonum8157
    @anthonystonum8157 5 лет назад +1

    Helpful, detailed, and very well organized. Awesome 👍🏽

  • @janicewa16
    @janicewa16 2 года назад

    Yes do more short videos please! Yours is easy to follow and not an hour long like some videos on here. I like your lashes 😍

  • @elisapierre247
    @elisapierre247 5 лет назад +8

    Yeeaasss More in this series please!!

  • @patatim452
    @patatim452 3 года назад

    This helps a lot. Thank you so much.

  • @akavin5076
    @akavin5076 3 года назад

    This video is very help full, which helped me in my work place.

  • @sivathasuon8223
    @sivathasuon8223 4 года назад +1

    Great video. Please keep it coming. Thanks.

  • @Matt-hn4hn
    @Matt-hn4hn 4 года назад +2

    Thanks you’re a big help!

  • @janellep3942
    @janellep3942 5 лет назад +1

    I love this new series! very helpful, thank you

  • @nctan88
    @nctan88 5 лет назад +3

    Glad you are teaching this so I don't have to take classes from others. This is good. Continue.

  • @wombathappinessgirl7563
    @wombathappinessgirl7563 5 лет назад +3

    Seriously, I am investing time in your videos... good job & thank you so much.🙌🏽🙌🏽🙌🏽🙌🏽. Do more Accounting daily jobs with you? ❤️❤️❤️

  • @1986Unlimited
    @1986Unlimited 3 года назад +1

    Lmao..pivot!!! Good times.
    Great Tutorial. Please continue making videos like this. Also, if you could attach your excel worksheets so that we can practice along side with you, that would definitely be a step up .

  • @Tunogkalyeah
    @Tunogkalyeah 4 года назад +1

    Excel always present through any office transactions. My pleasure to also share my skills.

  • @barbi1326
    @barbi1326 5 лет назад +1

    Love this! More please

  • @nevermore_ind
    @nevermore_ind 5 месяцев назад

    I wish I had such a beautiful teacher when I was learning to become a data analyst :)

  • @mcmillinitchsalceda3728
    @mcmillinitchsalceda3728 4 года назад +1

    thanks you so much!
    Stephie, you're the best!

  • @ranjanadissanayaka5390
    @ranjanadissanayaka5390 4 года назад +2

    Hey, I just started out as a audit Trainee associate at KPMG,, and I been struggling with excel so much,, but within first few minutes of your video I learned just what I been lookin for. I'm gonna be so much faster at tomorrow at work.
    Thank you million times. 😊

    • @ranjanadissanayaka5390
      @ranjanadissanayaka5390 4 года назад +2

      @Wraith Wraithin the class room we spend lots of time making balance sheets and income statements. But when you go to work place, you won't be given to make those until you become a senior

  • @cogwheelLearning
    @cogwheelLearning 3 года назад

    Really awesome video! I love teaching Excel to beginners too and I post some interesting tutorials daily

  • @natebrown1394
    @natebrown1394 Год назад

    I learned things! My first excel tutorial woot woot ty ty so much

  • @ma.kathlenegailereyes2421
    @ma.kathlenegailereyes2421 2 года назад

    super helpful huhu i wish i could have the same file and do it at the same time she does it to make me get a feel of whatever she's doing

  • @karenatkach8414
    @karenatkach8414 5 лет назад +1

    Yes! More accounting content! Love it!!

  • @Ari-lu5ve
    @Ari-lu5ve 4 года назад +1

    Need more excel videos!! Thanks!

  • @abichiart
    @abichiart 4 года назад +3

    HI Stephie Mills, Can you discuss the create and reconcile transactions in excel?
    a. Money spent on credit cards
    b. Money out from checking
    Thanks in advance. 🌹

  • @iriegurrl86
    @iriegurrl86 5 лет назад +1

    Yes more stuff like this!

  • @coreyfields175
    @coreyfields175 5 лет назад +1

    This was really helpful. I like how broke it down in a step by step manner. Looking forward to more videos like this.

  • @soobax7544
    @soobax7544 2 года назад

    great video. just one suggestion, instead of using shift+down arrow every time, you can insert table, named it, and its easier now to select any column.

  • @texxmexxchick
    @texxmexxchick 3 года назад

    great break down! thanks

  • @arvie978
    @arvie978 3 года назад

    This is so helpful for us dear..thanks for sharing

  • @jitendrajena3232
    @jitendrajena3232 2 года назад

    Beautiful video for learn,so thanks for reaching

  • @amardevi447
    @amardevi447 3 года назад

    nice video, helpful - thank you!

  • @tylerfletcher1882
    @tylerfletcher1882 5 лет назад

    Very helpful video!

  • @thanhtrung54818
    @thanhtrung54818 3 года назад +1

    Thank you very much for your sharing :)

  • @insansombolinggi8275
    @insansombolinggi8275 4 года назад +1

    Please do more videos like this!!

  • @lcredits252
    @lcredits252 3 года назад

    Thank you i learned a lot🥰

  • @welcomeshorts770
    @welcomeshorts770 4 года назад +1

    Very helpful ❤

  • @victorserrano7939
    @victorserrano7939 5 лет назад +1

    Thank you for the content, can you do a video explaining tax coding, if I’m not mistaken I saw tht revenue is 100’s deductibles are 200’s, balance sheet 400’s and so on, thank you

  • @romettashavers-money8658
    @romettashavers-money8658 5 лет назад +1

    Yes please do a series 🙌🏼🙌🏼

  • @haojiaguo5954
    @haojiaguo5954 5 лет назад +2

    This was helpful. Would you be doing an advanced lesson? Or a tutorial of another data processing tool? If so, that'd be great!

    • @WithStephie
      @WithStephie  5 лет назад

      Thank you! I plan on doing super super basic then move to more advanced in the coming months! I don't really use many other softwares other than office products, at least softwares I could share.

  • @christiemathew
    @christiemathew 5 лет назад +1

    Thank you!!

  • @worldcitizen3577
    @worldcitizen3577 5 лет назад +2

    I love this video! More of this series please!

  • @duongbui9477
    @duongbui9477 3 года назад +1

    Thank you for a useful video

  • @Crostoflame_
    @Crostoflame_ 3 года назад

    Thanks a lot for making this video! My auditing internship starts tomorrow 🙂

    • @WithStephie
      @WithStephie  3 года назад +1

      So exciting! Best of luck to you 🙌

  • @azlanabrahman3866
    @azlanabrahman3866 3 года назад

    Great video, useful tricks.

  • @iobtax
    @iobtax 3 года назад

    Great video thank you

  • @subarashi6093
    @subarashi6093 5 лет назад

    This is so useful 😀

  • @ballermartial1508
    @ballermartial1508 4 года назад

    Wanna become an accountant, this is a great start

  • @ricelhibionada9575
    @ricelhibionada9575 3 года назад +1

    This is very helpful

  • @AwjayTV
    @AwjayTV 3 года назад

    Love u thank u for this ❤️

  • @anthonyvazquez8742
    @anthonyvazquez8742 5 лет назад +1

    Yesss!! Just started public accounting and this is exactly what I need.

  • @silentmeasure8141
    @silentmeasure8141 4 года назад +2

    Thank you, Stephie, for your instruction. Did you happen to have a series for accountant and auditors? I recently have a job as an internal auditor internship for a tech company, and I really want to get better. Again, thank you so much.

  • @KellysBeautySecrets
    @KellysBeautySecrets 5 лет назад +9

    I can’t wait to get back into college!! I’m going to make sure I take an excel and quickbooks course before graduating

  • @mike-thewantrepreneurjourn8946
    @mike-thewantrepreneurjourn8946 3 года назад

    this is a great tutorial, i have been using excel at my jobs for over 7 years. i want to do some tutorials also, covering pivot tables and vlookups or how to utilize the free templates in excel such as ones for budgeting

    • @WithStephie
      @WithStephie  3 года назад

      Thank you and you definitely should! Sounds like helpful and interesting content 😊

  • @Pylemorgan
    @Pylemorgan 4 года назад +1

    It would be so dope if you put a link to your example data that you started with so we can follow along and try it