Excel for Auditors & Accountants | AR Aging Report Example | Must Know Shortcuts

  Рет қаралды 11,778

Bryan Carreto, CPA

Bryan Carreto, CPA

Күн бұрын

Пікірлер: 36
@k4i808
@k4i808 2 жыл бұрын
Vlook up and pivot tables please!! This was extremely helpful
@BryanCarretoCPA
@BryanCarretoCPA 2 жыл бұрын
I will definitely make a video on this topic next! Appreciate the thumbs up everyone
@surajprakash8180
@surajprakash8180 Жыл бұрын
​@@BryanCarretoCPASir please make a Video on most Excel Formulas used in Auditing with Live examples. Thank you
@m.bk05
@m.bk05 2 ай бұрын
I have watched so many tutorials.. this was by far the best...the only needed for a new auditor ...and your other videos are just binge worthy
@pecsure
@pecsure 10 ай бұрын
I was literarily screaming after seeing your TB audit video and it was so helpful for the Audit i will be doing for a company next week. Thanks a lot for all the nuggets and analysis tips. They were so helpful. Please could you do videos for auditing all line items on the balance sheet? Thanks🍀
@eisenhoward1
@eisenhoward1 2 жыл бұрын
Nice thanks for the tips! Any advice for running through Tickmarks on workpapers? I always get lost in the sea of Tickmarks!
@captainhindsight2431
@captainhindsight2431 Жыл бұрын
Thanks for making videos about this, as a first year auditor it really helps.
@allprolemontonz8448
@allprolemontonz8448 2 жыл бұрын
Vlook ups and pivot tables, I start audit in August so any tips on how to actually audit as a first year would be great
@jnkvngz2965
@jnkvngz2965 6 ай бұрын
You're an amazing coach, Bryan. Grateful for you!
@singineileen1
@singineileen1 Жыл бұрын
This was extremely helpful and very easy to understand and follow. I literally took notes and feel a tad more competent.
@CC-wo2xc
@CC-wo2xc 2 жыл бұрын
Great job. It will only get better. Also, Alt + H + I + R is a common one for me.
@ruthmunoz4907
@ruthmunoz4907 Жыл бұрын
Loveee your videos!! 💗
@emmanuelruiz488
@emmanuelruiz488 Жыл бұрын
That was really hopeful man, thank you
@l3fty280
@l3fty280 Жыл бұрын
Thank you much for these useful tips, I am also an auditor and struggled my way to format a client's aging schedule. have not looked at your other videos, but if you don't have a video on how to format a GL detail, can you please educate us on that?
@wonwoooyah
@wonwoooyah 2 жыл бұрын
Thanks for this video.This is very helpful to accounting professionals🙂more excel content for accountant please. 😊
@mohammadidreesSwati-dn8ks
@mohammadidreesSwati-dn8ks 9 ай бұрын
Your nationality and qualifications
@gohitoyo7280
@gohitoyo7280 5 ай бұрын
Hi Bryan, and thanks for videos. They are very helpful. How can I seek your help directly?
@BryanCarretoCPA
@BryanCarretoCPA 5 ай бұрын
Hi DM me on instagram @bryan_carreto
@allprolemontonz8448
@allprolemontonz8448 2 жыл бұрын
Very helpful
@madrasiinbeautifulbc3421
@madrasiinbeautifulbc3421 Жыл бұрын
Alt W J will zoom it to 100%. Of course to adjust it to other zoom%ges, the Alt W Q tab and entering the percentage works great! Could you please do a video on testing revenues, payroll and expenses? I have been enjoying your videos. Thanks for showing real life examples and templates and not just talking theory!!
@lindaxiong7588
@lindaxiong7588 2 жыл бұрын
More excels videos. Please 🙏 thank you 😊
@BryanCarretoCPA
@BryanCarretoCPA 2 жыл бұрын
You got it! ;)
@CPATuttle
@CPATuttle Жыл бұрын
It was great thank you
@AndreA-qp6in
@AndreA-qp6in 2 жыл бұрын
Awesome video, thanks! How long did it take you to memorize all these shortcuts?
@jonathanromelus5839
@jonathanromelus5839 2 жыл бұрын
Question, what's the best way for an auditor/accountant to real grasp journal entries and knowing how they affect/impact financial statements across the board (cashflow, balance sheet, tax returns, etc). I really want to get strong in this area. See an entry and know exactly where it will ended up and its affect on the reports. What can I do to sharpen this? Appreciate your insight. Thanks!
@stephensawyer2511
@stephensawyer2511 Жыл бұрын
Prep a corporate tax return without using QuickBooks. Export the Income Statement, Balance Sheet, and GL Detail to excel. From there make your necessary adjustments (manually record journal entries and reference them to/from the right account) and make sure any changes flow from/to the proper account and have the correct ending balance.. Always pay attention to how equity changes as this is usually the last (and most difficult) step. In short: you can do this if you don't know anything about taxes, but you will need excel and QB. Just make an adjustment in QB...find the changes...then manually do it in excel. Hope this helps.
@jayeshshukla5207
@jayeshshukla5207 6 ай бұрын
The Gridlines alt+W+VG go away from the entire sheet, how did your data table didn't had any affect?
@stevemiguel3880
@stevemiguel3880 2 жыл бұрын
Where can I get a sample template of this? Wanting to follow but wanted this exact template to work through it as you explain. Thanks!!
@BryanCarretoCPA
@BryanCarretoCPA 2 жыл бұрын
Please send me an email and I am happy to share it bryancarreto12@gmail.com - If it helped please tag me or share it with your friends to help grow the channel. Best of luck
@CC-wo2xc
@CC-wo2xc 2 жыл бұрын
An alternative to decimal points, you can go to the settings in the control panel and change the default to zero decimals places. Control panel > change date, time, and number formats > advanced settings > currency > No. of digits after decimal Lmk if anyone else has shortcuts they’ve found practical.
@jennifersanchez964
@jennifersanchez964 2 жыл бұрын
Can you please do a video on vlookup and pivot tables! I love your videos! ❤️❤️
@BryanCarretoCPA
@BryanCarretoCPA 2 жыл бұрын
I am working on this video as we speak lol... Thank you soooo much. Always here to help if you have questions
@JellyfishHawaii
@JellyfishHawaii Жыл бұрын
How to make notes/narrative nicely fit? And when I do copy and paste it always look ugly.
@bassem1656
@bassem1656 2 жыл бұрын
For next time, can you please upload the excel file on youtube so we can download it and follow your steps to practice. Thank You.
@TuomasEvikoski
@TuomasEvikoski 2 ай бұрын
the echo of your voice is really bad in this video. Get some matrsesses or something in your room so that it wont sound like you are in empty hall
@mohammadidreesSwati-dn8ks
@mohammadidreesSwati-dn8ks 9 ай бұрын
Brilliant teacher may I get your cell number plz sir
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