Power Query for Bookkeepers

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Stop cleaning the same spreadsheet twice.

Every month, it's the same bank CSV. The same mangled vendor names. The same cross-tab report with months across the top — cleaned by hand, again.

Power Query for Bookkeepers teaches you the twenty moves that end that cycle. You'll build each cleanup once, by clicking buttons — no code, no VBA, no Power BI — and then press Refresh and let Excel do it forever.

Written by a bookkeeper with twenty-five years of spreadsheet battle scars, every move is taught through a real month-end problem: the dirty bank download, twelve monthly exports, vendor names spelled three ways, the cross-tab from Sage, matching payments to invoices without VLOOKUP gymnastics.

Inside you'll learn how to:

• Turn a messy bank CSV into a clean Excel table
• Combine a year's worth of monthly exports with one Refresh
• Normalize vendor names, fix dates, kill stray spaces
• Unpivot cross-tab reports into real tables
• Merge payments to invoices — and find the ones that don't match
• Assemble it all into a repeatable month-end workflow

Each chapter ends with the time it gives you back — because that's the only metric that matters.

Stop being the person who cleans data. Become the person who taught Excel to clean it. 

Stop guessing at the dropdown.

Every invoice that lands on your desk asks the same question: which account does this go to? Guess wrong and the books still balance - they just quietly lie, until tax time drags the truth out. This book teaches the system behind general ledger codes: the map every chart of accounts is built on, and the five questions that walk you from any invoice to the right code - in any company, in QuickBooks, Xero, or a plain spreadsheet. Learn the logic once, and the dropdown stops being a guessing game.

Inside you'll learn how to:

• Read any chart of accounts in ten minutes - the seven neighborhoods every chart shares
• Code any invoice with confidence using the Five Questions
• Split the tricky ones: loan payments, customer deposits, refunds, prepaids
• Tell repairs from improvements, and employees from contractors
• Catch miscodes at month-end before your accountant does
• Practice with 46 real-world dilemmas - full answer key included
• Search your own chart in plain English with a free companion finder tool