myCPE
myCPE

Excel Accountant - Nuances and Quirks 2 Credits

Excel Accountant - Nuances and Quirks 2 Credits

  • Rating

    4.6
  • Reviewed on

    January, 2024
  • Subject Area

    Computer Software and Applications

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • To recognize that some features may only work in the latest version of Excel but not in older versions.
  • To recall how to apply keyboard shortcuts and mouse actions to overcome default features or behaviors in Excel.
  • To identify which feature can lock certain rows at the bottom of the Excel window.
  • Choosing the disabling features in the Excel worksheet and using the Function key F2 to toggle the Enter and Edit modes.
  • To recall the building of the Pivot Table and using the undocumented DATEDIF Function and the Used Range Function.

Course Overview

Do you often run into subtle obstacles when working in Excel? If yes, then this online Excel CPE course is certainly for you. We bring here a solution focusing on the Nuances and quirks of MS Excel with one of the eminent Excel experts David Ringstrom, CPA. Many times we face problems when the other person shares an Excel workbook in a newer version. David will explain to you how to overcome these obstacles, which will assist the users in working more efficiently in Excel.

David will demonstrate each technique at least twice in this online CPE webinar, firstly via a step-wise PowerPoint presentation and secondly in a subscription-based MS Office 365 version of Excel also he will draw your attention to differences in the older versions of Excel (i.e. 2019, 2016, 2013, etc) in his presentation and detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Major topics discussed in this webinar:

  • Office 365 version of Excel
  • Automatically recover spreadsheets, split the worksheet, and enter data sideways
  • Understanding the Table feature, Sparklines Feature (Excel 2010+), and Overview of Quick Access Toolbar
  • Building a Pivot Table, and the Pivot Data function
  • The Undocumented DATEDIF function, Worksheet Navigation Shortcuts, and Restore Workbook Sharing/Track Changes
  • Missing Folders Link on Recent Menu, and Threaded Comments (Office 365)

David brings to your attention the subscription-based product 'Office 365' which provides new feature updates as often as monthly as against the perpetual licensed versions of Excel such as Excel 2019, Excel 2016, and so on, which do not update and include the latest features.

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

Enter your qualification details to ensure this course is counted toward your compliance.

Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

David Ringstrom -CE/CPE Courses for Accountant, CPAs & more
David Ringstrom , CPA (US)

President, EXCEL Accountant

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

  • Microsoft Excel
  • Microsoft Access
  • Sage 50/Peachtree Accounting
  • QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

  • National Association of Certified Valuators and Analysts
  • Institute of Real Estate Managers
  • Georgia Society of CPAs
  • South Carolina Society of CPAs
  • Georgia Government Finance Officers Association
  • Atlanta chapter, American Society of Women CPAs
  • Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

rating rating rating rating rating
1,824 ratings

Excellent

Very Good

Average

Poor

Terrible

ZT

Z Turner, Tax Professional

While I am great with working with excel, there are always new things that you can learn from someone else and this webinar provided just that. I really enjoyed the examples and topics that was covered. Even though I knew some of the techniques that was shown, he provided new examples on how to use them which I hope to find beneficial in the coming tax season. I will definitely attend another one of his webinars again.

LD

Louis Digiovine, CPA (US)

I've said this before in other evaluations for this instructor. This series of Excel courses is absolutely the best I've ever taken. The samples, materials and instructor walk-throughs are very clear and paced extremely well. I am slowly working my way through all of the courses offered by this instructor. So far all have been beyond my expectations!

Recommended Courses

Macro Magic: Advanced Techniques and Tips

Dec 16, 09:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Excel Accountant: Database Techniques

Dec 16, 01:30 PM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Take Control of Excel: Smart Solutions for Work Challenges- Part 1

Dec 16, 03:30 PM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Introduction to Power Query in Excel

Dec 17, 09:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Take Control of Excel: Smart Solutions for Real Work Challenges- Part 2

Dec 17, 01:00 PM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Excel for Mac - Speed Tips

Dec 18, 09:30 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

Add qualification to
view credit details

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
stripe
$299$199 For 12 Months
Subscribed
Patricia purchased a subscription.
Subscribed
Ahmed purchased a subscription.
Subscribed
Denver purchased a subscription.
Subscribed
Laura purchased a subscription.
Subscribed
Woohyuk purchased a subscription.
Subscribed
Shiraz purchased a subscription.
Subscribed
AMBER purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
Melinda purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Katharina purchased a subscription.
Subscribed
Ann purchased a subscription.
Subscribed
Cassandra purchased a subscription.
Subscribed
Wendy purchased a subscription.
Subscribed
Jonathan purchased a subscription.
Subscribed
Katherine purchased a subscription.
Subscribed
veera purchased a subscription.
Subscribed
Judith purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Patricia purchased a subscription.
Subscribed
Tiffany purchased a subscription.
Subscribed
Corinne purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
Steven purchased a subscription.
Subscribed
Jeffrey purchased a subscription.
Subscribed
DALE purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
BENJAMIN purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Alex purchased a subscription.
Subscribed
YU purchased a subscription.
Subscribed
Angela purchased a subscription.
Subscribed
Hong Mi purchased a subscription.
Subscribed
Cristin purchased a subscription.
Subscribed
HERBERT purchased a subscription.
Subscribed
Justin purchased a subscription.
Subscribed
Linda purchased a subscription.
Subscribed
Brad purchased a subscription.
Subscribed
Arvin Russel purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
amy purchased a subscription.
Subscribed
TERRI purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Owen purchased a subscription.
Subscribed
RICHARD purchased a subscription.
Subscribed
Kathryn purchased a subscription.
Subscribed
June purchased a subscription.
Subscribed
Nicole purchased a subscription.
Subscribed
harvey purchased a subscription.
Subscribed
Adebayo purchased a subscription.
Subscribed
Amanda purchased a subscription.
Subscribed
Maria purchased a subscription.
Subscribed
Grant purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
carol purchased a subscription.
Subscribed
Gary purchased a subscription.
Subscribed
Kit purchased a subscription.
Subscribed
Mary Beth purchased a subscription.
Subscribed
Jinghui purchased a subscription.
Subscribed
Yukio purchased a subscription.
Subscribed
HENRY purchased a subscription.
Subscribed
Melinda purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Debra purchased a subscription.
Subscribed
JUAN purchased a subscription.
Subscribed
Kami purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Zachary purchased a subscription.
Subscribed
Anthony purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Anthony purchased a subscription.
Subscribed
Vicki purchased a subscription.
Subscribed
Mary purchased a subscription.
Subscribed
Matthew purchased a subscription.
Subscribed
Pu purchased a subscription.
Subscribed
Tonya purchased a subscription.
Subscribed
Aeriel purchased a subscription.
Subscribed
Laura purchased a subscription.
Subscribed
Terrilyn purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
Li purchased a subscription.
Subscribed
Fanxue purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Tony purchased a subscription.
Subscribed
HONGWEI purchased a subscription.
Subscribed
Yvonne purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
STEVEN purchased a subscription.
Subscribed
Leah purchased a subscription.
Subscribed
Sharron purchased a subscription.
Subscribed
Desire purchased a subscription.
Subscribed
Anika purchased a subscription.
Subscribed
Kenneth purchased a subscription.
Subscribed
Pamela purchased a subscription.
Subscribed
Scott purchased a subscription.
Subscribed
Gary purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
KAREN purchased a subscription.