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)
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