Stop hand-keying data and learn to build a robust, scalable VBA macro to automate your monthly accounting exports.
This course provides a practical approach to automating the preparation of journal entry export files using Excel VBA. It covers the essential components of VBA programming, including variable scoping, worksheet object manipulation, the MATCH function for dynamic range identification, and various looping techniques to process data across multiple sheets.
The content focuses on building a scalable solution that adapts to new journal entry sheets and row insertions without requiring manual code modifications. By the end of the course, participants will be able to construct a reliable, automated workflow that extracts data from specific sheets based on user-defined flags and formats it for accounting system imports.
Topics Covered:
3 activities • 3 videos • duration: 1h 16m
CPA and Microsoft Certified Trainer
In his live CPE training sessions, Jeff Lenning CPA has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen’s Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching. He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.
