How Do You Use Excel Macros For Accounting?
Microsoft Excel is a spreadsheet application that allows users to analyze and manipulate large amounts of data, and macros are one of the best features within Microsoft Excel. This is especially true for accountants and bookkeepers who work with numbers on a daily basis. While Excel has many command structures and built-in calculations, it’s nice to be able to create your own, especially when it comes to creating reports or updating data through an external general ledger. Map out the process. This is especially useful if the macro involves pulling information from data sources outside of your current spreadsheet. Take a piece of paper and walk through each step to make sure you’ve got the process down. Set up an example. Sometimes it’s easier to walk through an example. One common task accountants do is update a report. Let’s say you need to create a report every day for your manager. After mapping out your report process you realize that three tasks are common–that is, steps you hav
