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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 other accounting systems, and cleaning up data exported from an accounting system. The focus begins on using Excel as a standalone tool, highlighting the setup of tables and list validation. The presenter opens a new Excel page and discusses organizing accounting data from scratch, without importing from a bank or other sources. The tutorial emphasizes creating a spreadsheet and starting with headers, beginning with the "date" column.
