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Building the Chart of Accounts in Excel

Designing a numbered, multi-level chart of accounts that underpins every report in the system.

Course contents

  1. Levels and numbering of the chart
  2. Main and sub-accounts
  3. Mapping accounts to the financial statements
  4. Adding an account without breaking reports
  5. Selection lists

What you gain from the course

You can design a flexible chart of accounts that underpins every report in the system.

Other courses in the same track

Stage 1: Foundation and planning

All Building an accounting system with Excel and AI courses