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This tutorial 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 session begins by focusing on Excel as a standalone tool, emphasizing the importance of tables and list validation. Using a new spreadsheet from Xero, the assumption is made that accounting data will be organized in Excel without the use of an existing accounting system. The tutorial demonstrates how to set up an Excel spreadsheet from scratch, starting with data entry headers, such as "date." The session aims to provide practical guidance for managing accounting data effectively in Excel.
