Description:
In this video we show to you how to clean up bank transaction data in excel to build a pivot table report or import it into QuickBooks
Video:
Table of Contents:
- 00:00:00 – Select all button or CTRL A in excel CSV file
- 00:00:42 – How to expand columns in excel
- 00:01:21 – How to separate or clean up data from columns (duplicate data, insert new column, use formulas, etc.) (step by step)
- 00:04:27 – How to convert a number to a text (formula)
- 00:06:30 – How to separate debits and credits (formula) (IF formula)
- 00:14:16 – How to clean up the data (formula)
- 00:16:30 – Find and replace (how it works)
- 00:18:30 – Paste special (shortcut)
- 00:19:07 – Open new column (TRIM formula)
- 00:20:15 – Select all, data, filter (enable filters) (sort by)
- 00:22:05 – Select all, insert tab, pivot table (create a pivot table and how it works)
