When it comes to bookkeeping, you may not be the best at it and this is why you’ve most likely hired a bookkeeper or are thinking of doing so. This is because they can ensure that your finances are in order, you know what is going in and what is coming out. With some of these quick excel tips, you can make your bookkeepers life a little easier, while also ensuring that you save some money in the process.
Copy Those Formulas
When you input formulas into the spreadsheet, chances are you’re going to need to use them again. In order to remember the formulas, you can just copy and paste the right ones into the cells you need to use them in again. Just make sure to double check the formula, so that it has the right rows and columns, and you’re in business!
Copy the Same Format
Excel is extremely user friendly, making it one of the best tools for people to keep track of their finances. Once you format one row, you do not need to go through the steps again to complete the same format on another row on the spreadsheet. You can easily just copy the format over. Select the cells you wish to copy, select copy. The highlight any cells you want to have this formatting in, and click paste special. In the paste menu there is an option for format. Click on this, and there you have it.
Pivot Tables
One of the oldest, yet least used trick inside Excel is the pivot table. This makes an easier to sort, enter and find information in one database, or many. You can make the table have any type of information in it that you need, such as shipping, products, inventory, etc. You can create pivot tables and learn more about their valuable usage through Microsoft Office.
When you’re considering a bookkeeper and tax specialist, speak with us here at Tax Alternatives, where we are able to go through your finances and keep you on track. Never have to worry about falling behind, because we have your back.
