Excel for Accounting – 10 Excel Functions You NEED to KNOW!

Excel for Accounting - 10 Excel Functions You NEED to KNOW!

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If you work in accounting or you are a finance professional, make sure you learn these Excel formulas. They’ll make your work life a LOT easier and they work in all Excel versions.
Some of these are basic Microsoft Excel formulas and functions and some are more advanced Excel formulas. All are great for accountants, auditors, data analysts and anyone else who’d like to use Excel more efficiently.
If you have a small business and you are busy with bookkeeping for your small business, this tutorial will help you.

If you have Office 365, make sure you check out this Excel tutorial. You’ll find a list of easy and useful Excel functions such as FILTER, SORT, UNIQUE and SEQUENCE functions: https://youtu.be/_EWcAR_Hkvg

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00:00 Most Important Excel Functions for Accountants
00:15 AGGREGATE Function
03:16 Excel ROUND Function
04:40 EOMONTH Function
05:53 Excel EDATE Function
07:05 Excel WORKDAY Function
08:43 3D Formulas
10:17 SUMIFS / AVERAGEIFS / COUNTIFS
12:51 Excel IF Function
14:41 VLOOKUP Function
16:50 TRIM Function
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Detailed article for Excel functions for accounting: https://www.xelplus.com/excel-functions-for-accounting

✉ Not sure which of my Excel courses fits best for you? Take the quiz: https://www.xelplus.com/course-quiz/

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LINKS to related videos:
► 3D Formulas: https://youtu.be/7T3i-RiuBBU
► SUMIFS / COUNTIFS: https://youtu.be/AZuBNWMh7VM
► IF Function: https://youtu.be/KkTaQ5OjAGc
► VLOOKUP: https://youtu.be/hwL6KKJP-_I
► XLOOKUP: https://youtu.be/4c0CLUER6nw
► TRIM Function: https://youtu.be/ZKgosgTo38I

More accounting & Finance videos: https://www.youtube.com/playlist?list=PLmHVyfmcRKywV8Bk6euT02xxtv8YVDkZs

For more Excel functions, check out this advanced Excel tutorials and functions playlist: https://www.youtube.com/playlist?list=PLmHVyfmcRKyxvxehq3fiGjKDsEyy6d4Tz

EXCEL RESOURCES I Recommend: https://www.xelplus.com/resources/

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#MsExcel #excel #accounting

24 thoughts on “Excel for Accounting – 10 Excel Functions You NEED to KNOW!”

  1. Straw hat senpai

    Ms. Leila there is doubt for me regarding. In my work i download bulk data over 10,000 data about the customer vehicle data. I usually filter the data then copy which ever the column i requrie and paste it to other excel sheet. This is the process I do. It almost takes me more than 2hrs due there is large of data plus data like that data i should download and should do it. It really takes me long period of time. Because of this my other work becames pending. So is there any function or methods that i could adopt and shorten my time period

  2. Thank you so much i needed this for my job
    I need to download the excel sheet to apply what I am learning here in the video please !?

  3. the_ameture_fotografer

    Thank you so much for such a great video. I’ve been a CPA for over 11 years and some of these functions I never knew existed. Keep up the good work.

  4. Maryam Erfani

    Thank you so much dear Leila. You explain beautifully and your voice has a soft and melodic tone. It is such a delight listening to you.

  5. any good souls out there can help the following: sum up above cells until 1st empty cell

    Activecell.select ………???

  6. this is amazing. i’m prepping for my new job and am feeling anxious about it. all of your content has not only helped me brush up on the basics, but has also taught me some excellent secret tricks that will surely impress my new employer. ♥ many many many thanks for putting the effort in producing the content for this channel! ♥

  7. Hi, I am learning MS Excel now, which exam i need to take firstly on excel to get certificate from microsoft since there are multiple excel courses with same code, could you please suggest me which exam(2013/2016/2019) I need to take firstly on excel since I am a beginner

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