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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
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  • Answer the polling questions
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Nov 27, 2024 | 12:30 PM ET

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.

  • 2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 2 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 2 CPD Credit of Computer Software and Applications for CPA in Canada
  • 2 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 2 CPD Credit for Chartered Accountant - ICAEW
  • 2 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
  • 2 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
  • 2 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
  • 2 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland

  • 2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 2 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
  • 2 CPD Credit of Computer Software and Applications for CPA in Canada
  • 2 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 2 CPD Credit for Chartered Accountant - ICAEW
  • 2 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
  • 2 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
  • 2 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
  • 2 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)
  • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland

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

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.

Ratings and Review

4.6

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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!

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.

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