Creating a Structured Chart of Accounts Template in Excel​

This video covers the following learning objectives:

• Define the purpose and structure of a Chart of Accounts (COA). 

• Build a COA in Excel with account numbers, names, and types. 

• Apply numbering ranges to categorize accounts systematically. 

• Use data validation for consistency in account classification. 

• Demonstrate how the COA links to journal entries, ledgers, and financial statements.