In this video tutorial, I will show you how to convert an Excel Spreadsheet into CSV format.

CSV (Comma Separated Value) files are normally used for importing and exporting data from various web and desktop applications. A good example is importing email addresses into a newsletter system like constant contact. CSV files can be easily created in Microsoft Excel.

In this video tutorial, I will show you how to create a custom invoice template using Microsoft Excel.

What you will learn in this video tutorial:

00:00 Introduction
01:10 Create a blank Excel invoice template
02:50 Update Excel spreadsheet margins
06:00 Add company logo
09:20 Add company address
12:00 Add invoice number and invoice date
18:10 Add billing and delivery address
22:10 Add billing line item cells
30:20 Add Total cost, Total VAT and Total Charge cells
32:40 Add sample data
36:20 Change Unit and Net price cells to Currency Value
36:30 Add formulas for calculating Net cost
39:10 Add formulas for calculating Total Cost, Total VAT and Total Charge
44:20 Add content for payment bank account details
47:20 Add payment terms
49:30 Add additional notes
51:10 Add company registered office address, company number and VAT number
01:00:30 Convert Excel to PDF invoice
01:01:10 Fix Errors

Tutorial Goals

The goal of this tutorial is to show you how to create a custom invoice using Microsoft Excel. If you are a small start-up business and need to save money, then creating your own internal bookkeeping system can help save that vital cash.

In this tutorial, we focus on designing an invoice template, above you can find links to my free bookkeeping training course.

The goal of bookkeeping is to keep track of money coming into your business and going out. It does not matter if you are running an online WooCommerce shop or an offline consultancy business. Ultimately we need to have a good understanding of our business cash flow so we can budget for current and future expenditures.

You can find and download free invoice templates for Excel, but I think it is worth the investment to learn how to create the invoice yourself so you can adapt it easily for your business.

It may be worth looking at third-party software solutions for bookkeeping such as Xero or Quick Books if you have a growing or larger organisation. Quick Books or Xero and other accountancy software can be easily integrated into e-commerce solutions like wooCommerce or Shopify. In the long run, this should save you time so you can focus on your you’re my main goal which is to sell products.

Other useful Excel tutorials:

Bookkeeping for Small Business – Excel Tutorial – Part 1 – Invoice Tracking: https://youtu.be/XDnBV-Tlb2g

Bookkeeping for Small Business – Excel Tutorial – Part 2 – Invoice Template: https://youtu.be/Ap4QyvMPuV4

Bookkeeping for Small Business – Excel Tutorial – Part 3 – Expenditure Tracking: https://youtu.be/BS7hs4Isx5I

Bookkeeping for Small Business – Excel Tutorial – Part 4 – VAT Calculations – https://youtu.be/pBTXRNr3qaE

In this video tutorial, I will teach you the fundamentals of using Microsoft Excel in 40 minutes.

What you will learn in this tutorial:

00:00 Introduction
01:57 Chapter 1 – Cells, Rows and Columns
05:17 Chapter 2 – Adding column headers
08:40 Chapter 3 – Adding a new column
09:50 Chapter 4 – Series filling data
12:45 Chapter 5 – Change cell format currency
15:12 Chapter 6 – Data entry examples
23:30 Chapter 7 – AutoSum function
32:43 Chapter 8 – Adding a new column with data

This is a free Microsoft Excel Spreadsheet Tutorial. In this tutorial, I will show you how to use the Concatenate function in Excel.

The Concatenate function is ideal for combining two or more cells into a single spreadsheet cell. For example, you can use the Concatenate function to:

combine a first name and the last name.
combine an address and postcode.
Combine date and time.

This is a free Microsoft Excel Spreadsheet Tutorial. In this tutorial, I will show you how to use COUNTIF function in Microsoft Excel.

COUNTIF is an Excel function to count cells in a range that meets a single condition. COUNTIF can be used to count cells that contain dates, numbers, and text

This is a free Microsoft Excel Spreadsheet Tutorial. In this tutorial, I will show you how to use SUM function in Excel.

The Excel SUM function is useful for quickly adding up values in a data set.

This is a free Microsoft Excel Spreadsheet Tutorial. In this tutorial, I will show you how to use COUNTA function in Excel.

The Excel COUNTA function returns the count of cells that contain numbers, text, logical values, error values, and empty text (“”).

This is a free Microsoft Excel Spreadsheet Tutorial. In this tutorial, I will show you how to use COUNT function in Excel.

The COUNT function counts the number of cells that contain numbers. Use the COUNT function to get the number of entries in a number field that is in a selected range or array of numbers.

This is a free Microsoft Excel Spreadsheet Tutorial. In this tutorial, I will show you how to calculate averages in Excel.

The average function is useful if you want to quickly calculate averages for a specific data set. For example, you can calculate the average cost of fuel over a 12 month period or calculate the average time spent on a project over a weekly period.

This is a free Microsoft Excel Spreadsheet Tutorial. In this tutorial, I will show you how to use the IF function in Excel.

The IF function is a conditional function that allows us to perform an operation on a cell-based on and IF statement. For example:

IF “Cell A1” is greater than 0, then Cell A2 = “Yes” or Cell A2 = “No”.

We can also apply conditional formatting in a spreadsheet to colour cells based on the outcome of the IF statement.

IF statements in Excel can return both text and numeric values.