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This tutorial session is divided into three parts: using Excel as a standalone tool, preparing Excel data for import into QuickBooks or another accounting system, and cleaning up data exported from an accounting system. The first part focuses on utilizing Excel effectively. It starts with setting up tables and list validation in a new Excel page, specifically for organizing accounting data from scratch without relying on an external accounting system or bank imports. The instructor demonstrates how to create a spreadsheet, emphasizing the organization of data, beginning with headers and entering the necessary information such as dates.
