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Accounting and business6 books

Excel for Accounts and Office Records

Cash book, stock register, invoices and reports in Excel

  • Free ebook
  • Beginner to intermediate
  • 27 pages
  • 125 KB
  • PDF, English

Free to download, read, print and share. Not for sale.

About this ebook

What you will learn

A practical guide to keeping a small business's records in Microsoft Excel. You will build a cash book with a running balance, a stock register that warns you when to reorder, an invoice template, a customer ledger and monthly reports with pivot tables and charts, then learn to protect, print and back up your work and prepare clean lists for accounting software such as Tally.

Who it is for

Accounts assistants, shop owners and commerce students.

Contents

  1. Chapter 1: Setting up a workbook for accounts
  2. Chapter 2: A cash book with a running balance
  3. Chapter 3: Drop-down lists with data validation
  4. Chapter 4: A stock register with reorder alerts
  5. Chapter 5: A simple invoice template
  6. Chapter 6: A customer ledger with SUMIF
  7. Chapter 7: Monthly summaries with pivot tables
  8. Chapter 8: Charts for sales
  9. Chapter 9: Protecting sheets and printing reports
  10. Chapter 10: Backing up and preparing data for Tally

At the end of the book

  • Practice questionsTo check what you have learnt, with the answers after them.
  • GlossaryThe key words of the book, each explained in one sentence.
  • Easy EnglishShort sentences and everyday words, with each new word explained the first time.

Reading, printing and sharing

  1. On a phone or computerTap Read online to open the book in your browser, or Download to keep it and read it without the internet.
  2. To printThe pages are A5, half the size of A4. Choose two pages per sheet in the print settings to fit two pages on each A4 sheet.
  3. To shareSend the link to this page, or the PDF itself, to friends, classmates or students. The book is free for everyone.

Courses

Courses this book supports

Students of these courses also find the book in the student portal, with the other ebooks for their course.

More from this family

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