Practical Excel for Accounting: Pivot Tables, Drop-down Lists, and VLOOKUP

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  • Опубликовано: 8 сен 2024

Комментарии • 73

  • @Notepad123
    @Notepad123 3 года назад +14

    Finally someone who explains excel easily 🙏🏻 thank you

  • @eyanaeeipa9541
    @eyanaeeipa9541 Год назад +3

    The best Excell class ever

  • @MagaWatcher
    @MagaWatcher Год назад +1

    Thank you for doing such a good job explaining the spreadsheet..This is the first one out of many that i viewed.. and it tops them all.. i like the way you start with a blank page and repeat instructions and give simple examples... I saved this video...

  • @ehtinetravel7992
    @ehtinetravel7992 3 года назад +1

    Thanks Hector you're video help me as accounting student.

  • @StefanoVerugi
    @StefanoVerugi 11 месяцев назад

    thanks for the video
    if you need to shift a column like at 8:00 select it and press shift and place it where needed, without making space before
    Excel 365 now (Sep 23) allows search in drop-down list

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 месяцев назад

      Thanks, i had forgotten about shift drag.
      The search in dropdown on my excel was not available when i recorded the video

  • @anychannel5805
    @anychannel5805 3 года назад +1

    Good training CPA in accounts and finance deals with a lot of data.

  • @brettgoldstein1515
    @brettgoldstein1515 2 года назад

    thanks. this is the best video on a simple way to do accounting on excel.

  • @jayda7342
    @jayda7342 3 года назад +3

    Very impressive! Thanks for useful tips and tricks

  • @leoalaskachannel6611
    @leoalaskachannel6611 Год назад +1

    Wow, i was simply amazed by your video. Thank you for sharing. 🥰

  • @janineduropan7372
    @janineduropan7372 Год назад +1

    Thank you for your video, this helps me a lot!

  • @sathyanarayanansatagopan9069
    @sathyanarayanansatagopan9069 3 года назад +1

    Thank you Sir! Please explain how to convert into XML data to export into tally.

  • @WitchyGirl
    @WitchyGirl 2 года назад +1

    Thank you so much for sharing this information. I really appreciate your videos. They are so helpful.

  • @ruisantos4520
    @ruisantos4520 Год назад +1

    Again Hector. Congratulations for this video. Its the best easy to learn video I ever saw done by someone that clearly knoww what he is doing. Do you sell this Exel accounting "allready ready and the entries and reporting" ?? I am not beeing able to reproduce what you are doing in my Exel. I need this took though and instead of trying to fight how to do it where I will be clearly not good due to my lack of programming, I can buy the it from you. Tks

  • @mikeclaudiajessen7854
    @mikeclaudiajessen7854 3 года назад +3

    I know this isn't the subject of your video, but I'm curious about how to amend a pivot table, using a source table of eg. 500 transaction involving potential 1099 vendors. Often the vendors will have more than one line of the source table (or transaction or payment made to it) throughout the year. Therefore, please tell me how I can sort the pivot table to show vendors with a total of $600 or more in total expenses for the year. Thanks!

  • @hkpeaks
    @hkpeaks 3 года назад +1

    pivot table is crazy, it can achieve reading 70M data 1Million row, with only 1.2 second

  • @leonardhandoko5624
    @leonardhandoko5624 Год назад

    Hi Hector, thank you for this wonderful explanation. Does it means I don't need quickbook anymore?

  • @jorgeleyva3939
    @jorgeleyva3939 Год назад +1

    Excelente

  • @AccountingandQuickbooks
    @AccountingandQuickbooks 3 года назад

    Thanks for sharing stay blessed

  • @djones8527
    @djones8527 2 года назад

    Thank you, this was very helpful :)

  • @mharryanjb.gaspar4573
    @mharryanjb.gaspar4573 2 года назад

    Damn, that's pretty cool. I learned a lot, thank you!

  • @ahsanali50
    @ahsanali50 3 года назад +1

    Thanks hector. i really enjoy watching and learning from your videos !!

  • @gitaaria
    @gitaaria 6 месяцев назад

    If the bank statements doesn't have a category and we would like to have a cost of each category (Meals for instance) how can we have that category automatically been created on one column. For instance once it find the word Panera, automatically shows "Meals" in another column on the same row? Or let's say if there is the word "Home Depot", how can we have the word "Construction Material" to be typed in the Category Column? Also Would it be possible to download chart of account for excel?

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 месяцев назад

      If you can add artificial intelligence maybe.. but excel doesn’t do that for you automatically. You can download a chart of accounts, but would still need to categorize it yourself

  • @DreamFirms
    @DreamFirms 3 года назад

    Thanks for this!

  • @jennifergreen474
    @jennifergreen474 6 месяцев назад

    Is there a way to split transactions, but keep them on 1 line, like you can in QuickBooks?

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 месяцев назад

      No.. they would need to be in two places

  • @Toosaucyy4u
    @Toosaucyy4u Год назад

    so my question is the accounts are those made up or are you suppose to get those from somewhere. I get it's to categorize the expense or income but the account number I don't see where that comes from?

  • @umbnmbu4679
    @umbnmbu4679 3 года назад

    How can I add together two cells containing a time each while using the formula concatenate? example: A1=01:10:00; B1=02:10:00; C1= concatenate("the total time is";" "; A1+B1"). I am doing this, but the formula does not see the time as 'time' and it is giving me weird number instead! any tips please!

  • @ronmakhan7780
    @ronmakhan7780 3 года назад

    can you please show me how to use an xlookup here instead of the complicated vlookup formula.i don't get it to work for me thank you

  • @sandynorwood1551
    @sandynorwood1551 3 года назад

    Hi Hector
    I’m sort of new at accounting. Could you please explain why you posted 5000 sales income as a negative. Wouldn’t that increase money?

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 года назад +4

      Credits are negative in accounting.... it’s “positive” from the perspective that cash goes up... either way it doesn’t matter, as long as deposits and expenses have opposite signs

  • @ruisantos4520
    @ruisantos4520 Год назад

    Good morning Hector. What is the version of Exel you are using ? I try "Control T" in my Exel and it do not pop up the Table to create the funcionality you have just shown.... My Exel is probably old ... Do not know how to see the version but I remember that I bought it quick a while ago.

    • @HectorGarciaCPA
      @HectorGarciaCPA  Год назад

      In Mac is different shortcuts

    • @ruisantos4520
      @ruisantos4520 Год назад

      @@HectorGarciaCPA Tks ... Will keep trying. My PC is not a Mac... Anyway. Tks

  • @WormholeVenue
    @WormholeVenue 2 года назад

    can i make a pivot table to total values sorted by the data in a drop down box

  • @marthacressy7543
    @marthacressy7543 2 года назад

    I don't see this course on teachable. Can you confirm it Is no longer available?

  • @bhavneshparikh8283
    @bhavneshparikh8283 Год назад

    How to download this file

  • @maismajdali2388
    @maismajdali2388 2 года назад

    THX

  • @antonmursid3505
    @antonmursid3505 2 года назад +1

    Antonmursid🇮🇩🙏🙏🙏

  • @kigulalujjioffical7927
    @kigulalujjioffical7927 4 месяца назад

    Can you make me a banking system

  • @asarerebeccaakosuaowusua5339
    @asarerebeccaakosuaowusua5339 18 дней назад

    I like your video but it’s blur can see all

    • @HectorGarciaCPA
      @HectorGarciaCPA  18 дней назад

      Not true. Maybe is a setting in your RUclips

  • @user-yt9sp3wc6f
    @user-yt9sp3wc6f Год назад

    mi hijo hizo una compania y quiere que le lleve las finanza pero no se mucho ingles como le ago JMI Hola

  • @Asaptaxes
    @Asaptaxes 5 месяцев назад

    Hi Hector, I have a great excel bookkeeping template for new business owners, hoping we can collab on this project.

    • @HectorGarciaCPA
      @HectorGarciaCPA  5 месяцев назад

      I asume you are selling it?

    • @Asaptaxes
      @Asaptaxes 5 месяцев назад

      @@HectorGarciaCPA Yes. If we collaborate, you would be an affiliate marketing partner and earn rev share. Is it okay if i send you an email with more information?

  • @antonmursid3505
    @antonmursid3505 2 года назад +1

    Anton🇮🇩🙏🙏🙏

  • @jajasatorashi136
    @jajasatorashi136 3 года назад

    Hi what excel version is this? Thx

  • @binthawwa3532
    @binthawwa3532 3 года назад

    2nd part is paid or free?🤕

  • @premlata7053
    @premlata7053 Год назад +1

    Fb link

  • @bhavneshparikh8283
    @bhavneshparikh8283 2 года назад

    How to download this file