Using Excel Custom List with GL Accounts

A couple of posts ago, I wrote something about creating custom lists so that a list of items – could be products, could be departments – will automatically show up in the order you want when you do pivot tables or when you do autofill.

Well, in this post, I am going to give an example of how one can use it in finance or accounting because sometimes I think the finance people don’t recognize how these little Excel tricks can be put to use.

Here’s a PDF of the presentation developed, showing how to develop a custom list and then how it is put to use. I am not going to put up individual images here because I am lazy tonight, and the attached PDF should do the trick.

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This custom list is a really neat trick and will save you the trouble of manually moving the GL accounts into the order you want or need.